Choose Your Tax Optimization Plan

Select the plan that best fits your asset optimization needs. All plans include access to our global tax law database and jurisdictional analysis tools.

Free
Perfect for getting started with tax optimization
$0/month
  • 2 asset optimizations per month
  • Basic jurisdictional analysis
  • Tax treaty database access
  • Email support
Standard
Perfect for getting started with tax optimization
$19.99/month
  • 5 asset optimizations per month
  • Advanced jurisdictional analysis
  • Real-time tax law updates
  • Multi-citizenship optimization
  • Priority email support
  • Tax savings reports
Most Popular
Professional
Ideal for active investors and small family offices
$99.99/month
  • 35 asset optimizations per month
  • Advanced jurisdictional analysis
  • Real-time tax law updates
  • Multi-citizenship optimization
  • Complex structure analysis
  • Priority phone support
  • Advanced tax savings reports
  • Quarterly strategy reviews
Enterprise
For large family offices and institutional clients
Custom/month
  • Unlimited asset optimizations
  • Custom jurisdictional strategies
  • Dedicated tax advisor
  • API access & integrations
  • 24/7 phone support
  • Custom reporting & analytics

Frequently Asked Questions

What counts as an asset optimization?

An asset optimization includes analyzing a specific asset or investment structure and providing recommendations for optimal jurisdictional placement, tax efficiency improvements, and compliance strategies.

Can I upgrade or downgrade my plan?

Yes, you can change your plan at any time. Upgrades take effect immediately, while downgrades take effect at the next billing cycle.

Do you offer refunds?

We offer a 30-day money-back guarantee for all paid plans. If you're not satisfied, contact us for a full refund.