Strategic Planning
Strategic Planning is for individuals and business owners with more complex financial lives. We build a comprehensive plan that aligns your investments, tax profile, legal structures, and long-term goals—especially across borders.
Service details
Whether you’re preparing for retirement, expanding a business, or managing wealth internationally, this service gives you the clarity and structure to move forward with confidence.
Service
Strategic Planning
Price
Custom pricing
Focus
Beyond investing
About strategic planning
Strategic Planning isn’t a product. It’s a process. Depending on your needs, it may include:
Cross-border tax and residency planning
Retirement and withdrawal strategies
Legal structure setup (LLCs, trusts, holding companies)
Business entity setup in the U.S. or Mexico
Succession and estate coordination
Liquidity and distribution planning
Private market access (venture & PE)
Collaboration with your legal, tax, and estate teams
Pricing is based on scope. You'll receive a proposal after the initial consultation.
