INTERESTED IN WORKING TOGETHER?

I help global families and investors seeking to acquire Caribbean real estate, secure second citizenship or tax residency, and implement offshore structures to protect and grow their wealth. My clients are typically established investors and families who value discretion, exclusive opportunities, and a tailored approach to cross-border wealth and lifestyle planning in the Caribbean. I also consider exceptional applications from emerging entrepreneurs with a compelling vision and the determination to act.

By providing a telephone number and submitting this form you are consenting to be contacted by SMS text message. Message & data rates may apply. You can reply STOP to opt-out of further messaging.

  • “You would never go wrong working with Dan Merriam!”

    Dr. James Norrie
    Founder at cyberconIQ

  • “Dan earned not only my professional trust but also my personal respect.”

    Matt Christie, Real Estate Investor

  • “Dan is a young man of character and integrity.”

    Sarah Lin
    Director, CFS Finance - RBC

  • “Expect results-driven action and clear, unambiguous communication.”

    Stu Harrison, President and CEO

  • "He is a true team player, and knows how to get things done"

    Sandy Mackay
    Investor and Principal, KW Legacies