Caribbean Real Estate · Investment Migration · Offshore Wealth

Caribbean real estate and investment migration, all under one roof.

Dan Merriam & Associates advises global families and investors on second citizenship, residency, Caribbean real estate and more — from offices across the Eastern Caribbean.

One view of the whole picture

A complete, independent view of the Caribbean opportunity.

Rather than represent a single development or program, Dan evaluates the entire landscape — every Caribbean citizenship and residency route, and the region's CBI-approved and luxury developments — and recommends only what fits your objectives.

i

Citizenship & Residency

Unbiased guidance across the Caribbean's most respected investment-migration programs.

ii

Caribbean Real Estate

CBI-approved property and luxury branded residences, with Sotheby's International Realty.

iii

Tax & Wealth Planning

Cross-border tax, offshore trusts, companies and banking — structured around your move.

iv

Local Expertise

Based in the Eastern Caribbean — walking the land and meeting developers in person.

Dan Merriam
Meet Dan Merriam
Caribbean real estate & investment migration advisor

Two decades in real estate — on-the-ground knowledge and expertise.

I help global families, entrepreneurs, and investors keep wealth, secure second citizenship and residency, and find genuine lifestyle freedom in the Caribbean. With more than two decades in real estate and cross-border strategy, I help clients invest and live in this region with the detail that only comes from doing it here — I made the same move myself and hold my own second citizenship.

100+
families guided to citizenship
& residency in the past 18 months
$75M+
in transactions across the
region in the past 18 months
In Partnership With Sotheby's International Realty Four Seasons Private Residences GEMS Holdings Limited IMI Daily CIBC Caribbean
Read Dan's Story
Iconic addresses

Luxury communities.

The branded resort communities defining Caribbean luxury — where Dan advises on ownership, lifestyle and long-term value.

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Second citizenship

A passport is a decision about where your family's future is safe.

Five years ago this market was built on families from places with obvious reasons to leave. Today the calls come from families who never expected to need a second option — and none of them are approaching it casually. A Caribbean program can deliver mobility, tax efficiency and an asset you actually own.

  • Visa-free or visa-on-arrival access of 155 destinations on a St. Kitts & Nevis passport, 154 on Antigua & Barbuda, 147 on Grenada, and 145 on Dominica and St. Lucia (Henley Passport Index, 2026)
  • No local tax on worldwide income, capital gains or inheritance — though US citizens remain taxed by the United States on worldwide income regardless of a second citizenship
  • Real-estate routes that can be resold after the hold period
  • Citizenship that passes to future generations
Compare the Five Programs
Second passport
Private client

Building wealth is one skill. Diversifying it across borders is another.

For families and family offices, the practice builds the structure around the purchase — the trust, the holding company, the banking, and the order those have to happen in.

Where tax residency actually gets decided: tax residency & relocation · non-domiciled taxation · tie-breaker rules · withholding tax · who it’s for
Explore Advisory
Trusted by families & investors

In their words.

"Analytical, discreet, and the only advisor who actually understood both the real estate and the citizenship side."
Family Office Principal · United States
"Dan walked the land, knew the developers, and got us into a CBI-approved residence others couldn't access."
Private Investor · United Kingdom
"He'd been through the citizenship process himself. That changed everything about how we trusted his advice."
Entrepreneur · Canada
Notes from the region

Insights.

Market intelligence on Caribbean citizenship, real estate and the families repositioning capital here.

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Let's begin

Let's build your Caribbean strategy.

A single conversation to map citizenship, real estate and structure to your family's goals. Tell Dan a little about what you're looking for and book a time directly.

Book a Private Call

Be first to hear about off-market opportunities.