Case Studies

Real Results, Real Relocations

Every case study represents a real engagement with anonymized details. These are the kinds of outcomes our clients achieve.

Client Case Studies

Case Study 01

The Tech Entrepreneur

SaaS Founder, $4.2M Annual Income

Previous Rate 52%
Current Rate <10%
Annual Savings $1.7M
Timeline 8 months

The Strategy

A California-based SaaS founder paying 52% combined tax rate relocated to the UAE. Entity restructured through a DMCC free zone. US exit tax planned over two years to minimize mark-to-market impact. Result: effective rate under 10%, saving $1.7M annually.

Case Study 02

The Retiring Couple

UK Professionals, £3.8M Portfolio

Tax Reduction 60%
Cost Savings 35%
Healthcare Comparable
Timeline 6 months

The Strategy

A UK couple approaching retirement with a £3.8M portfolio relocated to Portugal under the NHR regime. Pension income taxed at 10%, investment income structured for exemption. 35% lower cost of living with comparable healthcare quality.

Case Study 03

The Digital Nomad Family

Canadian Family, $850K Combined Income

Previous Rate 53%
Current Rate 0%
Annual Savings $280K
Tax Holiday 11 years

The Strategy

A Canadian family with remote income relocated to Uruguay. 11-year tax holiday on foreign-sourced income. Children enrolled in international school. Family established residency within 9 months. Annual savings of $280K redirected to investment portfolio.

Case Study 04

The Family Office

Multi-Generational, $45M Net Worth

Jurisdictions Used 3
Estate Tax Saved $12M+
Next Gen EU Access
Timeline 18 months

The Strategy

A family office with $45M in assets implemented a multi-jurisdictional strategy. Primary residence in Malta (EU access for next generation), holding structure in Luxembourg, and trust in New Zealand. Estate tax liability reduced by over $12M across two generations.

Track Record

Consistent Outcomes Across Profiles

Regardless of income level, family structure, or origin country, our clients achieve measurable improvements in their financial and lifestyle positions.

$2.8B+ Total client assets strategized across all engagements
40%+ Average reduction in effective tax rate for relocated clients
40+ Jurisdictions analyzed and modeled in our database
100% Compliance record across all client strategies
8 months Average time from engagement to established residency

Client Testimonial

“We spent two years talking to international tax attorneys and offshore consultants. None of them understood the full picture the way Geofire did. Andy mapped our entire financial life, modeled three jurisdictions, and delivered a strategy that saved us more in the first year than we expected to save in five. This is not advice. It is architecture.”
— Private Client, Former U.S. Resident, relocated to UAE

Your Case Study Starts Here

Every engagement is unique. Tell us about your situation and we will show you what is achievable.

Book Your Strategy Session