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Ready to map the fiscal architecture behind your life

If you recognise yourself in this site and you feel it is time to put everything on the table, our work starts with a trajectory session. This first 45 minute paid consultation is where you tell me how you live, what you have built, what you want to protect and what scares you most on the fiscal side. I ask the questions nobody has asked you yet, and together we see whether a full Fiscal Roadmap makes sense for you.

What happens in your trajectory session

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We map your reality
You explain where you live, where you work, what you own, in which countries, and who depends on you.
We surface risks and possibilities
I identify the main points of fragility and the opportunities that have not been fully explored, so you see more clearly where you stand.
We decide whether to go further
If your situation calls for it, I explain how the Fiscal Roadmap would apply to you, what it would change and what it would require. You decide if you want to move forward.

Is this the right moment to book

This session is usually the right step if
  • You live, build or invest across borders and your situation is becoming hard to hold in your head

  • You feel your current structure is fragile, opaque or too small for what you are really creating

  • You are approaching a turning point such as an exit, relocation, fundraising, succession or major investment

  • You want to stay fully within the rules while using every intelligent option that fits your reality and your values

  • You are ready to share the full picture and to invest in a deep, premium piece of work

It is probably too early if
  • Your situation is simple and local, with one job and no significant assets yet

  • You are only looking for a quick free opinion or a generic confirmation

  • You do not want to involve your existing advisors or show your documentation

  • You are not prepared to invest time and money in a strategic project

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How to prepare before our call

You do not need a perfect file to book. A bit of clarity on your side will help us start strong.

  • Write down the main facts: where you live, where your companies and main assets are based, your family situation

  • Note the key events ahead: sale, move, inheritance, investment, restructuring, audit or anything that feels like a turning point

  • Be honest about your fears and your questions. There is nothing naive or too basic if it is keeping you from deciding

Everything you share is treated with strict confidentiality.

If you need to reach me outside Calendly

For specific questions, coordination with other advisors or practical issues, you can contact me directly.
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If you feel it is time to be accompanied by a calm, precise partner who can see your whole trajectory, you can book your trajectory session now via the Calendly link above.