FAQ

All Services

We offer:

  • Individual consultations around the topics of financial literacy, asset protection, investment strategies, business consulting and internationalization, second citizenship and residency permits, immigration assistance and more.
  • Asset protection strategies and setup including trusts, foundations, associations, etc.
  • Offshore company formation and management.
  • Services related to the flag theory and location independent living.

We work in over 50 countries, including the United States of America, Mexico, Belize Caribbean countries (Bahamas, Barbados, Dominica, Dominican Republic, St. Kitts and Nevis, St. Lucia, BVI, St. Vincent and the Grenadines) , the whole European Union / European Economic Area, Switzerland, Liechtenstein, United Kingdom, United Arab Emirates, Hong Kong (SAR), Singapore, Australia, New Zealand, Vanuatu and Venezuela.

Our consultations are available in English, Spanish and German. For other languages we offer to bring a translator to the appointment (for a fee) or you can bring your own translator to the consultation.

All documents are provided in English, Spanish or German. Translations into other languages may be available for a fee.

Consultations

To book a consultation, please select a time from our online calendar, enter your personal information and everything you want us to know ahead of the appointment.

After you have paid the fee, you will receive an email with further instructions on how to access the virtual meeting (e.g. a link to google meet, zoom, etc.).

Please click the link in the confirmation email you received. Changing the date and time of the appointment is only possible within at least 48 hours of the original appointment time. After that, we expect you to attend the consultation at the agreed date and time.

Please see your cancellation policy for details.

Please click the link in the confirmation email you received. Cancelling the appointment and receiving a refund (minus transaction, travel, accommodation and other third party fees and expenses) is only possible within at least 72 hours of the original appointment time. After that, we expect you to attend the consultation at the agreed date and time.

Not showing up at the agreed appointment forfeits any payment you made for this consultation. Please see our cancellation policy for details.

For online consultations we will wait a maximum of 15 minutes. Please note that this does not extend your consultation time It still ends at the end of your originally agreed appointment time.

For in person consultations we will wait for you up to 3 hours while charging our hourly rate during the wait time as long as we have no other upcoming appointments on the same day.

All our consultations are delivered for a fee. We do not offer free introductory calls, but post a lot of free information on our website and social media channels to give you an impression of or services.

If you are unsure if we are able to help you, book an online consultation. We will refund your money (minus any transaction and third party fees) if we discover within the first ten minutes of our call that we are unable to answer your questions to your satisfaction.

Sure. Online you can bring up to five additional persons at no charge. If you need a consultation with a larger audience, additional fees may apply. Please contact us in advance for a quote.

To in-person consultations you can bring as many persons as you want, however, if you bring more than five persons you will be in charge of selecting, securing and payment for the venue where we meet. You may not charge others (aka resell) to attend a consultation you booked with us.

In general you can record your online consulting session for personal offline use. Please note that you are responsible for all recording technology and equipment and the meeting links and platforms we use may not feature recording functionality.

You may not publish, share or distribute recordings of our consulting sessions with third parties that are not family members, part of your business (e.g. employees) or lawyers or accountants and especially you may not publish these recordings on the internet, social media, TV or Radio.

Please advise us at the beginning of our conversation that you wish to record the session. Depending on your local jurisdiction it may be unlawful to record conversations without prior consent.

We may not answer questions or discussing topics regarding:

  • illegal actions including but not limited to: tax evasion, money laundering, terrorism, acts of war, evasion of justice, strategies that may harm others, products or services illegal in your jurisdiction.
  • Legal advice that is regulated in your jurisdiction to be only given by lawyers.
  • Tax advice that is regulated in your jurisdiction to be only given by tax advisors or accountants.
  • Personalized financial advice if regulated in your jurisdiction.
  • Medical advice or diagnostics.
  • Solutions in countries that have trade restrictions with your country of citizenship or residence or our countries of operation.

Pricing and Billing

Basic online consultations start at $299 per hour.

Some consultations for specific topics may have a separate price that you find on the corresponding product page.

For personal consultations at your location, we will charge you travel and accommodation fees in addition to hourly rates. If you are interested, please contact us for an individual offer based on your location and time preference.

We use Stripe as a payment processing provider. With Stripe you can pay via credit and debit card and some other payment methods like direct debit, bank transfer or crypto currency based on country of residence.

If for any reason you are unable to use the Stripe payment platform, please contact us and we will arrange an alternative payment option.

We offer special rates for regular customers that are individually negotiated based on volume.

In individual cases we offer reduced rates for people with low income or vulnerable financial situations. Please contact us and we will see what we can offer you.

The prices for residency permits vary greatly between countries and start with a few hundred US dollars and can reach costs of even $500,000 or more for golden visas.

Contact us to get a quote for the specific residency permit you are interested in.

The prices for residency permits vary greatly between countries and start around $100,000 dollars and can reach costs of even $1,000,000 or more for certain countries.

Contact us to get a quote for the specific citizenship you are interested in.

Prices vary according to jurisdiction (country). You can find prices for the most common jurisdictions where we form companies here. If the country you are looking for is not listed there, please contact us for a quote.

For a first online consultation where we go through your current setup and evaluate potential strategies we charge $299 per hour.

After that we will give you a fixed price per project or monthly/yearly fee based on the complexity of your setup and assets under management.

For consultations we will refund your money (minus any transaction, travel, accommodation, and third party fees that might have occurred) when we find out in the first 10 minutes of our consultation that we are unable to help you.

Company formations, related support and compliance services, asset protection setups, citizenship and residency permits are non-refundable. This includes any payments we made on your behalf to government organisations, third party service providers and contractors.

For our full refund policy, click here.

Sure. For online consultations please let us know during the call that you need an invoice and we will send it to you after our conversation.

For all other services, we will deliver an invoice upon request when the service is contracted.

TMMT NM LLC is part of the Wealthlocity group of companies and responsible for charging for our online services.

Privacy

We keep everything you share with us private and confidential unless required by law. Please note that information you share with us may not be protected under a special attorney-client privilege in your or our jurisdiction.

When you fill out our appointment form and pay us, third party data processors may have access to this information and may store it for some time.

For our full privacy policy click here.

We do not sign foreign non-disclosure agreements. All transactions are covered by our privacy policy. Rest assured, that your information is safe with us.

Working with us

For individual consultations please book an appointment through our calendar.

To contract any other service, please reach out to us using this form.

For all other inquiries please click here.

Wealthlocity is a worldwide, location-independent business. We are constantly traveling around the world and avoiding physical office infrastructure.

Our companies operate in the United States, United Kingdom and Estonia.

KYC stands for “know your customer”. When working with us we need to ensure that we know who you are before we can offer some of our services to you, especially in the area of company formation and asset protection setups. For this we may ask you to provide proof of identity (e.g. a passport or national ID card) and residency (e.g. a utility bill, government registration or bank statement).

AML stands for “anti money laundering”. When working with us in the area of asset protection, we need to make sure that the funds you put into the setups we build for you come from legitimate sources. Therefore we may ask you for proof of funds, income or bank statements.

Contrary to many other websites that are full of testimonials, we value the privacy of our existing customers higher than marketing and gaining trust by disclosing their information.

Even the information that someone contracts asset protection services or international structuring may expose them to unexpected threats.

Therefore we will never share contact information or individual setups from previous or existing customers with someone else just to win them as a new client. In the same way you can rest secure that we will never share your information with others when you become our client.

We are glad you asked, because there are a lot of questionable services out there. Wealthlocity is all about trust and transparency. If you are not sure if we are the best fit for you, please reach out and we will show you that what we do is honest work to protect and grow your wealth and we will never touch your money in the process.

Nobody from Wealthlocity will ever contact you to get access to your funds, accounts or authorizations to act on your behalf. If you receive such a request from anyone claiming to be from Wealthlocity, please notify us immediately.

Misc

Wealthlocity was created as a successor to various projects like “Lifestyle Solutions”, “Tax for Nomads”, “USA Firma”, and others by our founder Matthias A. Will to bundle up these services in one place, making them and financial knowledge easier accessible to a broader audience.

Wealthlocity consists of a core team that handles our customer interaction, knowledge transfer and monitoring of current developments worldwide and is assisted by our global network of lawyers, tax advisors and immigration helpers and others to give you the best service you can trust in.

Wealthlocity is a compound word made of the words Wealth and Velocity.

Wealthlocity aims to create, protect and grow your wealth, and sets you up do go into the right direction with the highest speed possible.

While “speed” only defines how fast you go, “velocity” contains the direction in which you go, which is even more important than the speed, because if you drive full speed into the wrong direction, you will never reach our goal of financial freedom and security.

So Wealthlocity can be summarized as “Being on the right expressway towards wealth”.

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