SERVICES

Our services are designed for entrepreneurs and investors aiming to grow their businesses internationally and diversify their wealth. With over a decade of expertise in real estate and global markets, we offer access to exclusive opportunities for real estate investment, tax optimization, asset protection, and international lifestyle planning.

HOURLY CONSULTING

*Starting at US $500.00

Work with Dan Merriam one-on-one to ask questions and get
answers about real estate investing, lifestyle planning, entrepreneurship, tax reduction, offshore banking, second residencies, or citizenship by investment prorams.

✔️ 1 on 1 session with Dan Merriam
✔️ Detailed summary with next steps
✔️ Media clips for branding and social media

INVESTOR COACHING

*Starting at US $4,500.00

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

✔️ Regular access to Dan Merriam
✔️ Access to resources + advanced strategies
✔️ Introduction to a vetted team of experts

DEDICATED ADVISORY

*Starting at US $12,000.00

We provide comprehensive support for international real estate investors and families, including deal sourcing, transaction management, tax planning, Citizenship by Investment, and wealth protection through offshore planning.

✔️ Regular access to Dan Merriam
✔️ Customized lifestyle and business planning
✔️ Holistic offshore planning document

  • “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