Caribbean real estate and investment migration, coordinated as one decision.
Dan Merriam & Associates advises global families and investors on second citizenship, residency, Caribbean real estate and more — from offices across the Eastern Caribbean.
A complete, independent view of the Caribbean opportunity.
Rather than represent a single development or program, Dan evaluates every Caribbean citizenship and residency route, and the region's CBI-approved and luxury developments — and recommends only what fits your objectives.
Citizenship & Residency
Unbiased guidance across the Caribbean's citizenship and residency programs.
Caribbean Real Estate
CBI-approved property and luxury branded residences across the Eastern Caribbean.
Tax & Wealth Planning
Cross-border tax, offshore trusts, companies and banking — structured around your move.
Local Expertise
Based in the Eastern Caribbean — walking the land and meeting developers in person.
Get Second Citizenship & Residency
Compare the five Caribbean programs and the real-estate route that turns a qualifying investment into an asset you keep.
Explore Citizenship →
Invest in Caribbean Real Estate
Four Seasons Nevis, Secret Bay and other branded residences across the region — many CBI-eligible.
Explore Real Estate →
Relocation & Tax Planning
Residency, tax efficiency and the offshore structures that make a cross-border life work.
Explore Relocation →
Almost 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 almost 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.
& residency in the past 18 months
region in the past 18 months
Top CBI-approved developments.
The citizenship-eligible projects Dan and his team have walked, priced and placed clients into — and the ones we've told clients to walk away from. Full pricelists and floorplans are shared privately.
Nevis Peak Residences
Waterfront Residences
Christophe Harbour
Villas at Pinney's Beach
Jolly Harbour Residences
Royal St. Kitts Condos
Kittitian Hill / Belle Mont
Hilton Condo Residences
Luxury communities.
The branded resort communities defining Caribbean luxury — where Dan advises on ownership, lifestyle and long-term value.
Four Seasons Nevis
Secret Bay
Christophe Harbour
Four Seasons Anguilla
Sugar Beach
Cap Cana
Royal Westmoreland
Marriott Residences, St Kitts
Barbuda Ocean Club
Apes Hill
Jumby Bay
Four Seasons Ocean Club
Markets Dan knows first-hand.
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 157 destinations on a St. Kitts & Nevis passport, 154 on Antigua & Barbuda, 148 on Grenada, 144 on Dominica and 143 on St. Lucia (Henley Passport Index, October 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
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.
Offshore Structures
Trusts, foundations and companies designed for protection and succession.
International Tax
Cross-border planning aligned to your citizenship and residency.
Banking & Family Office
Account opening at the banks that still take non-resident files, and someone on the ground when a wire stalls.
Insights.
Market intelligence on Caribbean citizenship, real estate and the families repositioning capital here.
Panama Citizenship by Investment: Why the Investor Visa Is Not a Passport
Panama has no citizenship-by-investment program. Its US$300,000 investor visa is permanent residency; nationality takes five years and a renunciation.
Read →
The Caribbean Family Office: Where to Base It and How to Build It
Where to base a Caribbean family office: eight centers compared on trust law, licensing, substance and residence. Smaller offices average US$0.9M a year.
Read →
Argentina Citizenship by Investment: The New Program and Where It Stands
Argentina's citizenship by investment starts at US$350,000. What was announced, what is unpublished, the court rulings, and how it compares with the Caribbean.
Read →
Where Wealthy Americans Are Fleeing — and What's Next
IRS data shows HNW Americans leaving California and New York for no-tax states like Florida and Texas — and why some then look offshore for a Plan B.
Read →
Beyond the Passport: What It Will Take for Dominica to Become a Place People Want to Live
Dominica's 2027 tax reform rewards people who actually live there. What else it will take to become a destination, not just a passport — and where the real gaps are.
Read →
The EC Dollar Peg: Fifty Years Fixed, and What Would Have to Break It
The EC dollar has sat at 2.70 since 1976, backed at 97%. What the peg protects, what would break it, and why Caribbean deals price in USD anyway.
Read →
How to Hold Caribbean Real Estate: Your Name, a Company, or a Trust
Own name, company or trust: the choice decides what happens on your death, how easily you can sell, and how exposed the villa is. The trade-offs, set out.
Read →
FEIE vs the Foreign Tax Credit: Why a Zero-Tax Island Can Raise Your US Bill
The FEIE and the Foreign Tax Credit are the two tools US expats use to cut tax. On a zero-tax island, one is a small shield and the other gives you nothing.
Read →
Non-Dom Leavers, One Year On: What the Data Actually Shows
A year after the non-dom regime ended, HMRC's figures show claimants down 1% and the tax take up 9%. What the exodus forecasts got wrong.
Read →
Section 1031 Stops at the Border: Selling US Property to Buy in the Caribbean
A 1031 exchange cannot move US property into a Caribbean one. The rule, the one Caribbean exception, why Puerto Rico is not it, and what the tax costs.
Read →
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 apply for private access.
Apply NowWant advice now? Book a paid advisory call, US$500.