The Departure Briefing
A paid strategic consultation specific to your situation. You leave with a clear picture of your options, your obstacles, and the correct next move.
What this is, plainly stated.
A structured, paid strategic consultation. It runs approximately ninety minutes. You present your situation in full — assets, family structure, income structure, legal and financial obligations, timeline, concerns. We ask hard questions. We give you an honest assessment.
The output is clarity. You leave with a specific picture of what is actually possible for someone in your circumstances, what the correct sequence is, what the obstacles are, and what the common mistakes look like. Not a brochure. Not a pitch for the next step. An honest assessment.
The Briefing is valuable whether you proceed to a planning engagement or not. Most people find that having an accurate, specific picture of their options is worth the fee by itself.
What is covered
Your specific legal residency options based on your income structure, assets, and family situation
The US tax implications of establishing a second residency — FBAR, FATCA, and treaty provisions
The correct legal pathway for your situation in Italy and what the process actually requires
A realistic timeline: how long this takes from decision to functioning residency
The common sequencing mistakes people in your situation make, and how to avoid them
An honest recommendation on whether this is the right move for you right now
Next steps: what a planning engagement would look like and whether it makes sense to proceed
The Briefing is useful if any of the following are true.
You have been thinking about a second base for months but cannot figure out the correct starting point.
You have done significant research and now have a fragmented, contradictory picture of your options.
You have family, assets, or professional obligations in the US that create genuine complexity.
You want to know whether you are actually a candidate for this before investing more time or money.
You are not sure whether Italy is the right jurisdiction for your specific situation.
You want an honest assessment from someone who has seen this succeed and fail — not a sales pitch.
Is this just a sales pitch for the next engagement?
No. The Briefing is a complete, standalone product. Some clients proceed to a planning engagement. Some do not. If the honest answer after the Briefing is that you are not ready, or that this is not the right move for you right now, that is what you will hear.
Can I get this information for free online?
You can get generalized information for free. What you cannot get for free is an accurate, honest assessment of your specific situation — your income structure, your assets, your family composition, your constraints. Generalized information leads to generalized mistakes.
What if I decide not to proceed after the Briefing?
That is a legitimate outcome. The Briefing is worth the fee regardless of whether you proceed — leaving with an accurate picture of what is and is not possible for you is valuable on its own. Most people find it worth it simply to know.
How is this different from talking to an immigration attorney?
An immigration attorney can tell you what is legally possible. The Briefing addresses the strategic layer — whether the move makes sense for you given your full situation, what the correct sequence is across legal, financial, and logistical elements, and what the common mistakes are. We coordinate with licensed legal counsel; we are not a replacement for it.
What happens next is up to you.
After the Briefing, if proceeding to a Quiet Departure Plan makes sense for your situation, we will discuss what that engagement involves and what it costs.
If the honest answer is that you are not ready, or that the timing is wrong, or that this is not the right move for you — that is what you will hear. The Briefing is not a funnel. It is a diagnostic.
You have an accurate picture of your specific options and obstacles.
We scope a Quiet Departure Plan — a complete written strategic plan for your transition.
Take it. Most clients plan twelve to thirty-six months ahead of execution.
You know specifically why, and what would need to change for it to be.
Ready to understand your options?
All bookings by private intake. Reviewed personally.