ROS™ Pathway · $2,497 · 12-Month Access
Investor Pathway
You're moving capital, not just yourself. The legal and financial infrastructure required to do that correctly across an international border is not the same as what you built in the U.S. — and the cost of getting it wrong is significant.
What the Investor Pathway Covers
All seven ROS™ modules — with the depth required for someone relocating capital, not just a household:
- Investment visa and residency-by-investment pathways: minimum thresholds, qualifying assets, and approval timelines
- Cross-border capital structure: what assets can move, what must stay, and how to structure both legally
- FBAR and FATCA compliance: reporting requirements for foreign accounts and assets that most U.S. investors get wrong
- Exit tax exposure: what triggers the exit tax for long-term residents, and how to plan around it legally
- International banking: correspondent banking, private banking access abroad, and currency management
- Real estate investment abroad: foreign property purchase rights, title structure, and financing options
- Estate and succession planning across borders: international wills, trust structures, and beneficiary planning
What You Get
- 12 months of full ROS™ system access across all seven modules
- Investor Pathway — tasks and decisions built for cross-border capital movement
- Investment visa and residency-by-investment pathway analysis
- FBAR, FATCA, and exit tax compliance framework
- International banking and capital structure guidance
- Cross-border estate and succession planning framework
Ready to Build Your System?
Not sure this is the right tier? The free discovery call takes 15 minutes and will tell you exactly where to start.