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WHO WE HELP

We work with individuals and entities seeking to navigate the Caribbean real estate market.

Individuals and Families

You are looking to buy, sell, develop, or invest in Caribbean real estate and are considering a relocation for lifestyle or tax purposes. You have a pre-tax income of US $250,000 or more and/or a net worth of US $1 million or more.

Family Office and HNWIs

You seek exposure to Caribbean real estate markets and difficult-to-access opportunities. You have total assets under management exceeding USD $10+ million. Your objectives include portfolio diversification, long-term growth, and accessing exclusive investment opportunities that align with your financial goals.

Institutional Investors

You and your partners aim to source, underwrite, develop, and grow a portfolio of assets in the Caribbean. You have a $100+ million portfolio and are looking for exposure to Caribbean real estate equity and/or debt. Your focus is on identifying high-potential opportunities, managing risk, and achieving significant returns through strategic investments and developments.

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Caribbean Tax Residency Planning and Advisory

InvestCARICOM: Your Partner in Strategic Tax Residency Solutions
Navigating the complexities of tax residency planning can be challenging. With InvestCARICOM by your side, you gain a trusted partner committed to optimizing your financial strategy and ensuring global mobility. Led by tax and residency expert Dan Merriam, our team specializes in designing tailored solutions to align your tax residency with your financial and lifestyle objectives.

Why Choose InvestCARICOM for Your Tax Residency Planning?

Comprehensive Solutions

Tax residency planning is more than selecting a tax-friendly country. We provide holistic solutions for estate and tax planning that integrate seamlessly with your wealth management strategy.

Jurisdiction Expertise

Selecting the right jurisdiction for residency tax purposes is critical. We leverage our in-depth knowledge of Caribbean and global tax-friendly destinations to guide you in making informed decisions.

Streamlined Compliance

International tax regulations can be complex and ever-changing. We simplify compliance by designing structures that reduce liabilities while keeping you fully aligned with legal requirements.

Integrated Financial Planning

Our services go beyond tax optimization. We integrate your residency planning with broader financial strategies, including estate planning and global asset protection, ensuring your long-term financial security.

Contact Us Today to start your Caribbean tax residency journey with confidence.

AREAS OF EXPERTISE

Tax Reduction Strategies

We design personalized plans to minimize your tax burden and maximize wealth retention. Whether you’re an investor, entrepreneur, or high-net-worth individual, our strategies support global mobility and long-term financial goals.

 

Residency Program Support

Our team simplifies the process of selecting and applying for residency programs that align with your financial and lifestyle goals. We handle everything from research to securing your tax residency certificate, ensuring a seamless experience

Compliance and Updates
We monitor tax law changes and adjust your strategy to maintain compliance and efficiency. With our ongoing support, you can focus on your ventures, knowing your tax residency plan remains optimized.
Jurisdiction Selection
We evaluate potential jurisdictions based on tax treaties, lifestyle fit, and travel benefits. Our goal is to help you choose a destination that balances tax efficiency, mobility, and quality of life.
Dual Residency Solutions
We resolve dual tax residency issues by leveraging expertise in international agreements. Our strategies help avoid double taxation while aligning residency with your broader financial objectives.
Financial Integration

We combine tax planning with investment, estate, and asset management to create a cohesive strategy. This ensures your tax residency plan maximizes wealth and secures your financial future.

Explore Our Services to discover the best investment opportunities in the Caribbean.

our Process

01

Personalized Consultation

We begin by understanding your financial goals, lifestyle preferences, and mobility requirements to create a strategy tailored to your needs.

02

Residency Jurisdiction Selection

Our team evaluates tax-friendly jurisdictions that align with your objectives, providing expert recommendations.

03

Application Management

Our service providers handle every detail of your residency application, ensuring a smooth, transparent, and successful process.

04

Support and Compliance

Our commitment doesn’t end after securing your residency. We provide continuous support, adapting your strategy to evolving tax laws and ensuring ongoing compliance.

Schedule a Consultation to start your personalized tax residency journey.

Why Work with InvestCARICOM?

Trusted Global Network

Our extensive network of attorneys, financial advisors, and tax professionals ensures your residency plan is handled with the highest level of expertise and care.

Unmatched Market Expertise

We deliver seamless and effective tax residency solutions, backed by a history of successful outcomes for high-net-worth individuals, entrepreneurs, and global investors.

Client-Centered Approach

Transparency and integrity are at the core of everything we do. You stay fully informed and confident at every step of your tax residency journey.

Learn More About Our Expertise

Proven Track Record

With decades of experience in international tax planning, residency programs, and wealth management, we provide customized and precise solutions tailored to your unique needs.

Comprehensive Support

From strategy development to application management and ongoing compliance, we provide end-to-end support to optimize your financial and lifestyle goals.

Ready to Invest in the Caribbean? Contact Us Today

Embark on a strategic journey in the Caribbean with InvestCARICOM as your guide. Whether you are a seasoned investor or family looking to relocate, our expert team is here to assist you every step of the way.

Contact us today to discover how we can help you achieve your goals in the Caribbean.

Contact Us

Ready to explore your tax residency opportunities in the Caribbean? Reach out to us for a personalized consultation.

Are you looking to get more information on our firm? We would love to set up a call with one of our experts to learn more about your goals and objectives and see if working together is the right fit.
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2024, InvestCARICOM Inc. All Rights Reserved. InvestCARICOM operates independently and is not affiliated with the Caribbean Community (CARICOM) or any government entity. We support the region’s goals for sustainable growth and development, but we provide private, unbiased investment services. Privacy Policy | Terms of Use