For investors
Diversify the one asset still held in a single country.
Second residency, international real estate, and asset protection — the geographic dimension of a portfolio built to last.
Portfolio logic applied to geography
A well-diversified portfolio can still be entirely concentrated in one jurisdiction. That's a risk most investors don't account for.
Domestic stocks, domestic bonds, domestic real estate, domestic retirement accounts — diversified by asset class, but all subject to the same tax code, the same regulatory environment, and the same currency.
Adding a second residency and international property doesn't just add an asset class. It adds a genuinely uncorrelated dimension — one that can't be devalued, taxed, or regulated the same way as the rest of your portfolio.
We help investors build that dimension strategically — not as a one-off property purchase, but as a coherent piece of a larger wealth picture.
What investors work on with us
The specific questions.
Residency
Second residency as an asset
A second residency gives you legal standing in another jurisdiction — the optionality to live, own, and operate there. It's an asset with very low carrying cost.
Real estate
International property as a portfolio position
Mexican real estate denominated in USD, appreciating against the peso, in a market with strong expat demand and limited supply in established areas.
Residency by investment
Faster tracks for qualifying assets
For investors meeting certain asset thresholds, direct permanent residency is available — bypassing the 4-year temporary residency track.
Asset protection
What international diversification actually protects
Domestic legal judgments, regulatory seizure, and currency devaluation all have real limits at the border. A second jurisdiction adds a meaningful structural buffer.
Tax considerations
What changes — and what doesn't
US citizens are taxed on worldwide income regardless of residence. We help investors understand what actually shifts and what stays the same when they add international exposure.
Estate planning
Passing international assets to the next generation
Property held in fideicomiso and foreign bank accounts have specific estate planning implications. Getting the structure right now matters later.
Start here
Ready to add the geographic dimension?
A consultation starts with your current picture — what you hold, where it sits, and what the strategic first move should be.
Geographic diversification is the one asset class that can't be replicated inside your home country. That's exactly why it belongs in the portfolio.
Justin Keltner · Co-Founder