SERVICES

Our services are designed for global families and investors who want to expand internationally, grow their wealth, and secure greater freedom. With over a decade of expertise in international real estate and global markets, we provide direct access to exclusive Caribbean property opportunities, investment migration programs, tax planning and asset protection solutions, and personalized lifestyle strategies.

HOURLY CONSULTING

*Starting at US $250.00

Book a one-on-one session with Dan Merriam™ to get expert answers on real estate investing, lifestyle planning, entrepreneurship, tax reduction, offshore banking, second residencies, or Citizenship by Investment programs.

✔️ Private 1:1 strategy session with Dan Merriam™
✔️ Detailed proposal and action plan with next steps
✔️ Optional media clips for branding and social media

INVESTOR COACHING

*Starting at US $5,000.00

Get regular access to Dan Merriam™ and his dedicated team of experts to help grow your real estate portfolio, manage your investment and finances, design a holistic offshore strategy, and build generational wealth through strategic investing.

✔️ Ongoing access to Dan Merriam™
✔️ Advanced investment resources + insider strategies
✔️ Introductions to a vetted network of global experts

DEDICATED ADVISORY

*Starting at US $10,000.00

Full-service, high-touch advisory for international real estate investors with a focus on the Caribbean region. Includes property sourcing, deal negotiation, transaction management, tax planning, Citizenship by Investment guidance, and wealth protection through offshore structuring.

✔️ Direct, priority access to Dan Merriam™
✔️ Customized lifestyle, residency, and business planning
✔️ Comprehensive offshore strategy and implementation

  • “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

  • "His integrity and dedication are unparalleled, and his advice is insightful."

    Joe Callari, Investor an Realtor