Freedom FilesFreedom Files

For Americans building a Plan B abroad

Freedom Files Private Client

Your complete Plan B in 12 months, with a single case quarterback who’s been in your shoes and replies same-business day. No more non-English speaking, narrow experts who don’t speak to each other or know your global goals.

200+ clients served · 40+ jurisdictions · 10+ years experience

“You come across as very genuine, authentic, and easy to deal with. Most experiences I've had with others are like, 'Send me money and I'll tell you what to do.'”
Tony · California
“I've confused the shit out of myself. That's why I needed an advisor like you.”
Sylvia · Texas
“I don't know what I don't know. I've probably watched a thousand videos. But in 60 minutes, you've given me more insight than I garnered from all of that time on YouTube.”
Antony · Costa Rica

Most investors who become Private Clients arrive after trying it the hard way.

They hired an immigration lawyer in Lisbon, then a US-based CPA back home who had never seen a foreign trust. Then a Swiss banker suggested a structure the lawyer rejected.

Each expert was sharp inside a narrow lane, and nobody owned the whole picture except them. That gap is where the expensive mistakes live. A tax election missed by a month can cost 5 figures. A residency filed before your state exit can cost more.

When these decisions affect each other, you need someone who understands your strategy and all of the individual tactics.

We built Private Client to close that gap.

It puts your entire Plan B under one roof for 12 months: One strategy, one case director, one consulting fee, across residency, citizenship, tax, banking, asset protection, healthcare, and the move itself. Independent licensed professionals in each jurisdiction perform the regulated work.

You get one relationship, one plan, and one quarterback to manage the whole global project.

A sunlit street in a Mediterranean town

What your engagement covers

  • The Blueprint. Your master strategy across residency, tax exposure, banking and asset protection, structuring, and relocation, delivered by week 4 and walked through together on a call.

  • Residencies and/or citizenships. We coordinate them from engagement letter to permit- or passport-in-hand, and you watch it happen instead of chasing it.

  • Your case director, for 12 months. Direct WhatsApp access. Same-business-day replies. Ask anything, from tax sequencing to which neighborhood suits your family.

  • Direction of every licensed professional your plan requires: Attorneys, tax counsel, bankers, and notaries, briefed and sequenced so their advice fits together.

  • Quarterly strategy reviews so the plan adjusts when laws change, programs close, or your life changes shape.

  • Introductions on request from a network built across 15+ countries of living abroad: Brokers, builders, healthcare contacts, the local fixers you would otherwise spend a year finding.

Harbor and stone architecture on the Mediterranean

Add what you need, when you need it

Additional programs, trusts and foundations, banking packages, healthcare enrollment, and relocation projects attach to your engagement as add-ons. Each is quoted in writing before work begins, and nothing proceeds without your approval. You will never open an invoice and find a line item you did not expect.

How much it costs

Private Client is a premium white-glove service, priced like one. We'd rather put the numbers in front of you than make you guess.

The engagement begins with the Blueprint: $10,000, non-refundable, and credited in full against your consulting fee if you continue.

Full engagements start at $35,000, and you hear your expected range when we complete your Blueprint strategy. When it's delivered, you hear the final figure out loud, and it never changes for the 12 months. Pay in full, or split it in 2, half at signing and half at day 60. Your call.

Compare the piecemeal route:

$35,000 for a US expat CPA's exit analysis, $15,000 for one immigration attorney, $25,000 for a special tax regime application, $20,000 for a banking consultant's introductions. Almost $100,000, with nobody in charge of the whole puzzle.

The cheapest time to coordinate these decisions is before they're made.

Program investments, government fees, and licensed professional work are separate and without markup, each quoted in writing before work begins.

From our clients

“The Private Client Engagement has been perfect for our unique situation. James is the total quarterback of our whole Plan B strategy.”
Kenneth · Illinois
“You're the only person in this market who's down to earth and not trying to jam products down my throat. You can work a plan and then execute. Simple.”
Brett · Australia
“We rushed a move to Spain with another company and got one bad advice after another. On the contrary, the Freedom Files is very helpful. We're so confident working with them on our next move.”
Frank · Portugal

How it works, step by step

  1. 1

    60 minutes

    A working 60-minute whiteboarding Freedom Consult session, one-on-one with James, without a script or a pitch deck. We map your goals, your assets, and your family to the programs and tactics that match. If Private Client fits, great! If a single service fits better, we say so and name the cost.

  2. 2

    4 weeks

    Credited in full if you continue, your Blueprint session goes on the calendar immediately after your payment of $10,000. Over 4 weeks we work with our partner network to explore and refine your options, then deliver our recommendations on a call: The jurisdictions, the programs, the tax regimes, the banking and structures, the lifestyle, and of course, the order in which it all happens and what the next 12 months look like.

  3. 3

    Decision day

    Your call. The Blueprint is yours either way. Walk away and execute it with providers who have never spoken to each other, or continue and the $10,000 comes off your engagement fee. You hear the final figure out loud, it never moves for 12 months, and you choose full payment or a 2-part split.

  4. 4

    Next 12 months

    The Freedom Files helps you make the required investments, file optimized applications for residency and/or citizenship, receive your residence permits and/or passports as fast as possible, open your bank accounts and build other asset protection structures, with licensed professionals at every step. Nothing slips through the cracks. You reach your case director on WhatsApp throughout, and quarterly reviews adjust the strategy as needed.

  5. 5

    Month 10

    Together we decide what comes next: Renew for another year, create a lighter maintenance arrangement, or wrap up with everything documented and yours. No auto-renewals.

We're a small team by choice, so open engagements are capped at 10 at a time. Every Private Client is directed personally and with the care you deserve. But when the roster is full, new investors must wait.

Ready to build your Plan B?

Book your Freedom Consult, a 60-minute expert 1-on-1.

From our clients

“We now have all of our questions answered, and we realized we were heading in the wrong direction before speaking with the Freedom Files. You saved us so much time.”
Gina · Virginia
“Thank you so much for your generosity. I learned so much in our session and am now convinced you're the right partner for our complex situation.”
Moustafa · Morocco
“It's odd that my algorithm didn't show you to me for so long because I've been researching this category for years. Thank goodness I stumbled upon the Freedom Files.”
Ricardo · Puerto Rico
“From what I saw in your videos and what I heard in my Freedom Consult, I have 100% confidence that you know exactly what you're talking about. Help me invest in Italy!”
Christy · Florida
“We believe 100% in the idea that you need a professional to help you with investing overseas. We've seen videos where people try to do all this themselves and end up losing money instead of saving money.”
Rafael · Spain
“My work with the Freedom Files was incredibly helpful. As a citizen of an African country with little mobility, I feel so lucky to have found James. I feel free!”
Ray · Mozambique
“We're a gay couple living in Europe and feel screwed by the government where we live and by bad advice. It's nice to know we have someone in our corner with James and his team. We're off to a better destination and fit. Thank you!”
Tom · Portugal
“We came in with a complicated global setup and needed special attention. What we got from the Freedom Files team was direct, honest, and personal responsiveness at every turn. Exactly what we needed! Very impressed.”
Mike · New York

Questions families ask us

How much does it cost?

The Blueprint is $10,000, non-refundable, and credited in full against your engagement if you continue. Full engagements start at $35,000 and are scoped to your household and goals, so you hear your final fee in the Blueprint session. That figure never changes after you sign, and you can pay in full or split it in 2, half at signing and half at day 60. Program investments, government fees, and licensed professional work are separate, each quoted in writing before work begins.

What if I don't continue after the Blueprint?

Then the Blueprint is yours, no hard feelings. Some investors take the roadmap and execute it on their own timeline with their own trusted global contacts. But most come back a few months later when life makes the move urgent. The $10,000 is non-refundable because senior time and partner research go into every Blueprint, and it converts into a credit the moment you continue.

Who does the legal and tax work?

Independent licensed professionals in each jurisdiction: Attorneys, tax counsel, and accountants we have worked with for years and trust with our own affairs. We direct and sequence them so their advice fits together into one plan. Freedom Files provides the strategy and the coordination; the regulated work always comes from the regulated professionals.

What if I only need one program?

Then book it as a single service. It costs less, uses the same partner network, and gets our full attention. Private Client earns its fee when you have several goals across several jurisdictions, and we will tell you on the consult if a single service fits you better.

Is anything guaranteed?

Government decisions are never ours to promise, and discretionary routes such as citizenship by merit have no guaranteed outcome. If someone promises you a guaranteed approval, walk away from them. What we commit to in writing: Dated milestones, a fixed consulting fee, and a quote before any work begins.

How much of my time will this take?

Less than you fear. Plan for the Blueprint session in week 1, the strategy call in week 4, and roughly one call a month after that. We do the chasing, the paperwork preparation, and the scheduling. Your job is decisions and signatures.

Can my spouse and children be included?

Yes, and most engagements cover a household. Scope and fee reflect the number of applicants, quoted upfront on your consult. Parents and adult children can often join a program as well, depending on the jurisdiction, and we will map that for your family on the call.

What happens after the 12 months?

In month 10 we review together and you choose: Renew for another year, step down to a lighter maintenance arrangement for renewals and monitoring, or wrap up with every document and contact in your hands. Plenty of families finish in one year. The ones with bigger ambitions tend to renew.

Why not hire the local providers myself?

For one program in one country, you could, and it would work. Across several jurisdictions, sequencing becomes the risk: The order of your state exit, tax elections, account openings, and filings changes the outcome and the bill. That sequencing, plus one person who owns it all, is what you hire us for. If you want to see how we think first, take the Plan B Blueprint at freedomfiles.co/begin.

Ready to build your Plan B?

Book a Freedom Consult and start your optionality plan.