Clause 04
Relocation
For families of high net worth: the legal file plus the practical week to week of landing.
Beyond the residency file, moving a family involves schools, banking, property, insurance and a schedule that has to work in the real world. We coordinate the legal pieces and connect the rest.
One point of contact, a single plan, and a rhythm of answers that respects the fact that you are deciding where to live.
What the engagement includes
- Residency plan for the whole family
- Banking and property coordination
- Local advisers and providers
- One point of contact, until you are settled
How the file runs
- 01
You write, we answer
A short message with your situation is enough. We reply with the route that makes sense and what it costs, before any meeting.
- 02
A 30 minute strategy call
We go through your case, the documents you already have and the realistic timeline. No obligation, no sales script.
- 03
Fixed price, written scope
You receive the scope and the price in writing. It does not move unless the case changes in a way we explain first.
- 04
We file and follow up
We handle the DGME and TSE, answer requirements and keep you informed until there is a resolution.
Relocation and concierge services
One coordinator for the whole move
Banking and property
Opening accounts and closing on a home
Schools and local providers
Introductions that save months of trial and error
Family residency plan
Every member of the household on the same timeline
Documents that appear in almost every file
- The residency file of the principal applicant
- Family composition and ages of the children
- Target arrival date and neighbourhood preference
- What you already have in place in Costa Rica
The exact list, in writing
The documents depend on the route, your nationality and your family. We send the list for your case by email after the call, so nothing is missing when the file is filed.
The other three areas
Most files touch more than one area: a residency needs a company, a purchase needs due diligence.
Clause 01
Immigration and residency
Residencies, visas and naturalisation. We represent you before the DGME and the TSE until your status is approved.
ReadClause 02
Corporate services
Companies that live in Costa Rica: incorporation, governance, contracts and compliance.
ReadClause 03
Due diligence
Before you buy a property or a company, we check what the paperwork does not say.
Read