IMPORTANT: This offer is only for you if you have a minimum of 250,000 EUR/USD/GBP in annual income (or will reach this income this/next year). Or ca. 1,000,000 in assets. This is to ensure a fantastic ROI and excellent customer experience.
Book Your Tax Tailor™ Consultation
And save yourself time and money on your taxes…
What you get: Part 1 of the most efficient tax & freedom setup possible
- One 30-minute Diagnosis call with us at Global Optimizer
- Full Case Summary & Match With Your Ideal Strategist
- One 30-minute (up to 60 if needed) Strategy Call With Your Ideal Strategist
€500 For The Tax Tailor Consultation – Part 1
Payment & Booking in the Calendar Widget 👉
The Benefits: Control where your money goes
- The easiest and fastest process to find the best international setup to legally reduce your taxes
- We properly diagnose your situation and plan what is best for you and dispel false beliefs
- Get a 1-on-1 Tax Strategist to plan and execute your ideal international tax strategy & setup for you
- Our service will focus on maximum return on investment to make this a no-brainer for you. (We do not accept clients where we cannot deliver at least 3x ROI in Part 2 “Implementation”)
The Process, How it All works:
Our Average Customer saves €72,324* per year
*Based on our mean 2023 annual tax savings with us.
Disclaimer: This is not a guarantee that your personal situation definitely has savings potential. This will also depend on your mindset and flexibility to restructure yourself, your businesses and your residencies.
Our Cancellation/Rescheduling & Refund Policy
Please show up on time!
If you want to reschedule your diagnosis call to a later time/day, please do so at least 3 hours before your scheduled appointment via the Calendly invitation you received.
If you need to cancel your diagnosis call, you must do so at least 24 hours before your scheduled appointment.
Missing an appointment or failing to cancel as outlined above will result in you forfeiting the possibility for a refund.
Our refund policy extends to the end of the diagnosis call when we then match you to your ideal strategist. The moment you commit to booking with your matched tax strategist for a Strategy Call. All rights to a refund are revoked.
How It Works:
Step 1 – Diagnosis Call
Approximately 30 minutes.
With one of our Global Optimizer team members.
We will focus on understanding and outlining your fiscal situation to asses which tax expertise is required for your case.
✅ Here we’ll go through and understand your financial, legal and tax problems as well as your financial goals and priorities
✅ During this call we will be creating a case summary of your situation to be used by your matched strategist as preparation material for your Strategy Call
✅ If we find out that you booked by mistake or did not understand our customer criteria and process, we will ask if you wish to step out of the process at the end of the call and we will refund 100% of your booking
Step 2 – Matching Process
Match you with an ideal tax strategist for your case.
We’ll send you a link to book directly in your calendar.
This strategist will be your point of contact throughout the rest of the process.
✅ Based on your situation determined in the Diagnosis Call we’ll match you to a strategist perfect for your situation and book your strategy call with them
✅ The advisor will have your case summary and research a preliminary assessment and plan so they are prepared in advance for your situation
Step 3 – Strategy Call
Approximately 30 minutes
With your matched Strategist
This call will fully dispel false ideas and lay the groundwork for your tax strategy moving forward
✅ In this call your matched tax strategist will walk you through your situation and give you a strategy covering all paths to structure your tax setup efficiently and protect yourself
✅They will go over clearly what you can and cannot do in your situation to dispel any false ideas and wishful thinking to ensure you understand the different paths going forward
Part 2
Step 4 – Implementation (optional)
Est. Starting after the Strategy Call
✅ For International Setups that need implementation, you can have them take care of the legal, accounting, immigration, banking, etc. for you. They will take you by the hand and pull you all the way to your dream outcome.
How it works, A Deep Dive
Step 1: Diagnosis Call
Where you’ll speak with us to understand your situation and build a case summary file on your situation
Step 2: Matching Process
Where we’ll match your case to your ideal strategist that fits A: Your Geography and B: Your Lifestyle situation and send them your case summary file to prepare potential pathways tailored to you
Step 3: Strategy Call
Your strategist and their team will have prepared and present a list of pathways open to you and will work with you to achieve clarity and design your ideal outcome
500€ incl. VAT
Includes the entirety of Step 1 to Step 3 as well as a written email summary sent to you with the discussed pathways to consider.
Plus, this includes one follow-up email (worth €150) for clarification questions/ideas. Each further email will cost an additional €150 for further work/answers till a full Strategy Implementation (Part 2 explained below) is contracted.
Once the strategy is clear.
You can proceed to the next stage
Part 2 – Setup Implementation
Depending on what pathways present themselves during the Strategy Call. You can take time to choose which options will best fit your situation from a financial point of view as well as lifestyle/business point of view.
Then once you’re ready. The team can then fully execute on your plan to deliver you the setup fully ready and functional.
Price Depends on the pathway you choose
Covers implementing the setup from beginning to end to make sure you are protected with the setup ready and functional.
Starting from €2.5k up to €30k depending on what plan gives the best return on investment and fits your lifestyle needs.
How do we Get you From State A to State B?
Who is this for
Income & Wealth
- Over 250,000 EUR/USD in annual income
- Or wealth/assets of over 1,000,000 EUR/USD
- Or Plan to sell a business or inherit over 1,000,000 EUR/USD
Professional Identity
- Business Owner or Entrepreneur
- Freelancer
- Investor
- Retiree
Mindset
- Flexibility to relocate yourself or your business is an advantage, not a must
- Focused on getting a legal solution that optimizes your wealth/freedom
IMPORTANT: Our service offer is only for you if you have a minimum of 250,000 EUR/USD/GBP in annual income (or will reach this income this/next year). Or 1,000,000 in assets (not including your primary residence). This is to ensure a fantastic ROI and excellent customer experience. If you do not match our criteria we have our free community where you may get any tax, optimization, citizenship or residency question answered for free.
Clear? Then Let’s Get Started
