Three ways in
Pay for the call, or build it yourself.
A question is answered on the 30 minutes assessment call, at $100. Two routes cost nothing: building the plan yourself, and having the portfolio managed.
$100 · 30 minutes
Ask me directly
The assessment call, one to one. Bring the question; leave knowing which route, if any, is worth it. Credited in full against either engagement if you go ahead within thirty days.
Free
Build it yourself
The AI track: specify the portfolio, open it with a Swiss asset manager through OpenWealth and invest — and I complete the golden visa application for you at no charge.
Build the specification, free →Nothing up front
Have it managed
1% of the portfolio a year once the portfolio moves across, and nothing before it does. If that is the route you want, we talk about putting it in place.
Talk about having it managed →