WHO WE HELP

We work with individuals and entities seeking to navigate the Caribbean real estate market.

Individuals and Families

You are looking to buy, sell, develop, or invest in Caribbean real estate and are considering a relocation for lifestyle or tax purposes. You have a pre-tax income of US $250,000 or more and/or a net worth of US $1 million or more.

Family Office and HNWIs

You seek exposure to Caribbean real estate markets and difficult-to-access opportunities. You have total assets under management exceeding USD $10+ million. Your objectives include portfolio diversification, long-term growth, and accessing exclusive investment opportunities that align with your financial goals.

Institutional Investors

You and your partners aim to source, underwrite, develop, and grow a portfolio of assets in the Caribbean. You have a $100+ million portfolio and are looking for exposure to Caribbean real estate equity and/or debt. Your focus is on identifying high-potential opportunities, managing risk, and achieving significant returns through strategic investments and developments.

What is the difference between tax residency and citizenship?

Tax residency refers to the country where you are legally required to pay taxes based on your residency status. Citizenship, on the other hand, is your legal status as a national of a specific country. While tax residency can offer tax benefits, obtaining second citizenship through investment migration may provide additional advantages, such as visa-free travel and greater flexibility in managing global assets.

How does investment migration impact my tax obligations?

Investment migration can provide significant tax advantages, including access to favorable tax regimes in your new country of citizenship or residency. By relocating to a jurisdiction with lower tax rates or tax exemptions, you can reduce your overall tax burden while benefiting from global mobility. InvestCARICOM helps you navigate these opportunities and ensures compliance with all tax laws.

Can InvestCARICOM help with offshore tax planning?

Yes, we offer offshore tax planning services to help high-net-worth individuals and families reduce their tax burden through strategic investments and offshore structures. Our team ensures compliance with all legal requirements while optimizing your tax position through global asset management strategies.

What are the tax benefits of investing in Caribbean real estate?

Many Caribbean nations offer favorable tax regimes for foreign investors, including tax exemptions on capital gains, inheritance, and income from property investments. Additionally, certain countries offer tax residency programs that can further enhance your tax efficiency, making the Caribbean an attractive option for wealth preservation and growth.

How does InvestCARICOM help with tax planning?

InvestCARICOM provides comprehensive tax planning services to optimize your tax efficiency while aligning with your broader investment strategy. Our team of tax professionals works closely with you to develop personalized solutions that minimize your tax liabilities and maximize returns, particularly through real estate investments and investment migration programs.