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Policies
It takes a strategic plan and a collaborative structure that allows a quick, responsive, one-stop-shop approach to relocation inquiries.
Diversify and grow should be our mantra!
It was important for us to build a network that could stand alone, but become stronger and even more successful when working with one another to meet members’ needs. Our members can now find a home.
We have created a true one-stop where members can save hundreds or thousands of dollars and time.
PROPERTY MAINTENANCE & MANAGEMENT
Given the option, few of us would volunteer to spend a Sunday on a ladder pulling leaves out of a gutter. But when your home is your biggest investment, as it is for most, maintaining it is a must. Follow this natural arc all year long, and keep on top of the small stuff, and your house will run like a well-oiled machine.
BANKING, WEALTH PLANNING AND TAXES
REAL ESTATE
Don’t make hasty decisions that could cause you to run out of money. Buying and owning real estate is an investment strategy that can be both satisfying and lucrative. Unlike stock and bond investors, prospective real estate owners can use leverage to buy a property by paying a portion of the total cost upfront, then paying off the balance. Our experts can save you time and money.
EDUCATION AND SOCIAL SECURITY
If you can’t cover expenses with your income, you may have other alternatives. You may decide to sell your home and find somewhere cheaper to live and have high standard education for your kids as well.Several of our clients discovered they can live well on less money by moving abroad for a few years. European Countries such as Portugal are particularly popular destinations. An overseas move isn’t for everyone, particularly in a pandemic when many countries are restricting travel. But for some adventurous types, it could be at least a partial solution.
DUE DILIGENCE
With our due diligence offerings we are a leading provider of workflow, data, due diligence, and ratings solutions that help corporate compliance customers to evaluate money laundering, bribery and corruption, reputational and ESG risk. We partner up with the world’s largest providers of financial markets data and infrastructure, serving over 40,000 institutions in approximately 190 countries.
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