The pre-move decision audit
9 decisions to make before you move, buy, or establish residence in Europe.
Some of them are one-way doors: once you walk through, reversing costs six or seven figures, or cannot be done at all. Answer 14 questions about your situation, not your net worth, and see your sequence: what to decide first, which doors are closing, and the exact questions to put to your tax and legal specialists.
What you will know
Five things, before you commit a dollar or a date.
Cross-border moves rarely fail because of a bad professional. They fail because good professionals work in the wrong order, each optimizing their own domain while nobody owns the sequence. The audit puts the order on the table first.
- 01Which of your decisions are one-way doors: hard or impossible to reverse once taken.
- 02Which doors you have already walked through, and what that implies.
- 03The order your nine workstreams should run in, for your situation.
- 04Which licensed professionals you actually need, and when each one enters.
- 05The exact questions to put to your CPA, attorneys and bankers, ready to copy.
The method
Nine workstreams, one right order for your case.
Nine is not a market statistic. It is the number of workstreams this office sequences in every client file. The default order below is almost never the right order for a specific family: a business sale reorders it, a second home reorders it, children reorder it. That reordering is what the audit computes.
01
Country and city fit
Choose on eligibility and the real week, not on a tax headline.
02
Tax residency date
Know the day the clock starts before you set the arrival date.
03
Liquidity event timing
Sequence any sale or exercise against the residency date.
04
US money infrastructure
Confirm which accounts and advisors survive the address change.
05
European banking access
Open the local account before the lease, purchase and visa need it.
06
Estate structure
Test the will and trust against the destination's succession law.
07
Healthcare and Medicare
Decide keep-or-drop with arithmetic, and build the local cover.
08
US company and presence
Keep the company out of the local tax net, deliberately.
09
Residence route, then property
Secure the right to live there before committing the capital.
The audit
See your sequence.
The audit
14 questions. Your first results appear before we ask who you are.
Answer about your situation, not your net worth. You will see the doors closing around your project and the workstream to start with, on screen, immediately.
No email needed to see your first results.
Within two business days
A dated dossier, prepared by a person.
Alexandre reads every submission personally and writes each dossier himself; the first ten files in this program are produced entirely by hand. What arrives is short, specific and signed: your situation, in order, with the next move named.
It is deliberately the same discipline as the paid work, in miniature. If the free sequence is useful, you already know what three weeks of it produces.
Inside the dossier
- Your nine workstreams, ordered for your facts, with the reasoning.
- Every one-way door that applies to you: what closes, when, and why.
- The doors already behind you, and what remains correctable.
- Three to six questions per specialist: CPA, tax counsel, immigration counsel, estate attorney, banker. Ready to forward.
- One thing to do this week, dated.
If you want the decisions made, not listed
The European Home Blueprint: $7,500, three weeks, one dated decision file.
The audit gives you the order. The Blueprint fills in the content of each decision, with you: the country, the route, the property mandate, the named specialists, the budget and the dated calendar. This is the actual table of contents of the file a client receives, and the fee is credited in full toward an execution mandate.
Chapter 01
Executive recommendation
The file opens with a position, not a menu. Provence leads as the primary market, Paris holds as the backup base, and Spain waits until licensed counsel models the wealth tax exposure.
Chapter 02
Country and city fit
Each candidate is measured against the life you described: winters, direct flights home, language, schools and what an ordinary week actually looks like.
Chapter 03
Residence route
No filing, offer or transfer moves before the previous gate closes. Each gate names its owner and the written answer it must produce.
Chapter 04
Property strategy
The search is defined before listings distort it: use case, perimeter, ceiling and the discipline that protects the price.
Chapter 05
Risk register
Every serious European project carries the same four quiet risks. The register names each one, its owner and the move that defuses it.
Chapter 06
Decision calendar
The Blueprint closes with dates, not intentions. Every window has an owner, a dependency and an exit condition.
The full engagement, the guarantee and the fit criteria are on the residency planning services page. Or skip the reading: book a 30-minute private call.
Why sequence is the whole job
Five right answers can still make one wrong plan.
Your CPA optimizes the tax year. The immigration lawyer optimizes the visa. The realtor optimizes the closing. Each one can be excellent and the combined result can still be a plan where the house arrived before the residence route, the residency date arrived before the restructuring, and the bank said no after the deposit was wired. Nobody made a mistake; nobody owned the order.
That gap between professionals is the job this office exists to do. The comparison of immigration lawyer, relocation agency and private office explains who owns what, and the founder page explains who is accountable here.
Plain answers
Before you start.
Is the pre-move decision audit really free?
Yes. The on-screen results and the dated dossier are free, with no obligation. It is how we demonstrate the way this office works: by doing a small piece of the work, not by describing it.
What do I see on screen, and what arrives by email?
On screen, immediately: the workstream to start with, the one-way doors flagged for your profile, and the one decision to hold. By email, normally within two business days: a dated dossier with your nine workstreams in order, every applicable door, the exact questions to put to each licensed specialist, and one thing to do this week. Alexandre prepares each dossier personally.
Is this tax or legal advice?
No. The audit tells you which questions belong to which licensed specialist, and in what order. European Private Office coordinates licensed tax, legal and immigration professionals; it does not replace them, and it publishes no tax positions.
What happens after the dossier?
Nothing automatic. If the dossier is useful and you want the decisions made rather than listed, the next step is a 30-minute private call, and after that the European Home Blueprint at $7,500: three weeks, one dated decision file, credited in full toward execution.
Still deciding between countries first? The two-minute Find Your Europe assessment narrows the map; this audit puts the decisions in order.