Which package fits you? Package finder Answer a few quick questions to find the package that fits your situation. Where are you today? I already live in SpainI am moving to Spain within the next 12 monthsI am still exploring whether to move Do you own a business (for example as an autonomo or through a US company)? YesNo Would you like us to manage your investments? Yes, I want professional managementNo, I prefer to manage them myself How are your US and Spanish tax returns handled? I want help coordinating and preparing themI already have preparers in both countries Your likely fit Sailor Package Ongoing planning for people already in Spain who have their tax preparers in place. You get planning sessions through the year, return review before filing, and email access in between. It does not include investment management. Minimum annual fee: $10,000. Book a free 20 minute intro callBook a Discovery and Proposal meetingStart over Results are for illustrative purposes and do not constitute an offer of advisory services until a formal client agreement is executed. Fees and terms are described in our Form ADV Part 2A. Your likely fit Settler Package Ongoing planning plus investment management and tax coordination through our aligned partner firms in the US and Spain. Built for people moving to or living in Spain who want one team to run the whole picture. Minimum annual fee: $15,000. Book a free 20 minute intro callBook a Discovery and Proposal meetingStart over Results are for illustrative purposes and do not constitute an offer of advisory services until a formal client agreement is executed. Fees and terms are described in our Form ADV Part 2A. Your likely fit Founder Package The Settler package plus planning for business owners, including autonomo reporting. Minimum annual fee: $20,000. Book a free 20 minute intro callBook a Discovery and Proposal meetingStart over Results are for illustrative purposes and do not constitute an offer of advisory services until a formal client agreement is executed. Fees and terms are described in our Form ADV Part 2A. Your likely fit Discovery and Proposal meeting A 90 minute meeting ($499) where we look at your situation and walk through which package could fit, so you can decide with real information. Book a free 20 minute intro callBook a Discovery and Proposal meetingStart over Results are for illustrative purposes and do not constitute an offer of advisory services until a formal client agreement is executed. Fees and terms are described in our Form ADV Part 2A.
