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Boutique internationalization consultancy with expertise in the CEE region. Customized strategies for HNWIs combined with on the ground execution across global banking & asset protection, nearshore tax optimization and emerging market investing.
Polen
4,1
5 anmeldelser
Ingen tidligere historie av å be om anmeldelser
Denne virksomheten har ikke oppfordret kundene i det siste, og anmeldelser er derfor kanskje ikke representative
Slik bruker virksomheten Trustpilot
Se hvordan anmeldelsene og vurderingene deres innhentes, vurderes og modereres.
Very productive consultation with Jason where we discussed a broad range of topics from global macro to more exotic investments such as Central Asian bonds and Eastern European real estate. Jason maximized every minute of time and was very well prepared and organized.
I am an e-commerce founder and worked with Jason over a one month period on relocating my tax residency. Jason helped me understand how to exit my previous country of tax residency in a clean way and got me set up in the new country where I was able to legally reduce my income tax rate.
I had a productive 2 hour consultation session with Jason. He answered some of my specific questions and also detailed and unique insights on the real estate and fixed income investment options across the CEE & CIS region, both during our call and in subsequent email follow-ups.
'I was interested in investing in Central Asia and reached out to Jason. We had a consultation where Jason gave me a summary of the investment opportunities avaliable on the ground. With his help, I was able to purchase corporate bonds in both Kazakhstan and Uzbekistan both yielding upwards of 20% per year. The account opening process was fairly smooth and was completed in around 2 weeks fully remotely.
As a location-independent business owner, it was not easy to access reliable banking options in jurisdictions where I’d feel confident holding my wealth. After my Singapore bank account application was stuck for six months, I decided to seek external help and reached out to Jason.
Jason delivered a solution designed around my specific situation - a rare contrast to the one-size-fits-all approach many providers take in this market.
With Jason’s help, I was able to open accounts across major banking hubs in Asia, Latin America, and Europe. This included private banking and crypto-friendly options, as well as accounts for vaulting precious metals - all handled remotely. Later, I also worked with Jason to build an all-weather investment portfolio tailored to my profile.
Having worked with Jason on various projects over the last nine months, I can say he takes a holistic approach - understanding both risks and opportunities across banking, tax, and investment, as well as across jurisdictions.
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