advisor supported by a team of professionals, some of whom have worked with him since the early 1990s. He has successfully assisted scores of high- and ultra-high-net-worth individuals and their families, many of whom continue to seek his advice today. He has also provided pro bono advice to many governments on how they can improve their Citizenship-by-Investment, Residence-by-Investment or “Golden Visa” type programs to better meet the needs of his globally mobile and successful clients.

David’s approach integrates citizenship, residency, tax and family law considerations and is best exemplified by the bespoke Back-Up Plans© tailored for each client. Each plan is designed to deliver the optimal citizenship, residency and domicile outcomes for his clients and their families based on their unique situations, requirements, and objectives. Back-Up Plans© are aligned with the clients’ financial, family, business situations and plans, their family wealth and personal protection objectives, and focused on their goals and preferred lifestyles over the long term, and integrated with their existing tax structures and estate planning.

Most importantly, each Back-Up Plan is meticulously researched, prepared and executed. They are not an “off-the-shelf” citizenship solution proposed by a salesperson or firm working on commission paid by some government program office.

David's motto is to "Plan for the worst, and hope for the best."