If you’re an American over 50 who has built something and wants to protect it, you’re in the right place.
Maybe you want:
A residency abroad, so you have a place to go, whether you move next year or keep it as your Plan B
An account outside the US, so not all of your money depends on one bank and one government
Your portfolio in a safer jurisdiction, like Switzerland, outside the US banking system
… or all of it
But every time you sit down to plan it, your list gets longer:
Country leads to visa.
Visa leads to taxes.
Taxes leads to banking.
Banking leads to healthcare.
Healthcare leads back to which country.
I talk to Americans over 50 every week who are stuck in this loop.
The same problems come up on almost every call:
“I’m overwhelmed by everything I need to figure out.”
“I’ve been planning this for years and I’m still not there.”
“I don’t know how to move my money outside the US.”
“I’m afraid of making an expensive mistake with my visa or taxes.”
“I have no idea how healthcare works outside the US.”
That’s why I recorded “The Exit System”.
It shows the three steps to move yourself and your money out of the US, without an expensive mistake.
👉 Watch the video here.
Who I Am
I’m Ben.
I’ve lived long-term in seven countries and hold five active residencies.
(Some might call collecting residencies my “weird little habit”).
I’ve opened bank accounts in several countries, and my money and investments are spread across many of them.
I didn’t learn this from a course.
I learned it by doing it wrong first, then doing it right, over 15 years.
Along the way I built a network of people who work with Americans, from Swiss bankers to lawyers and specialists on the ground.
That’s why I can get my clients into banks that would normally turn them away.
I built Digital Citizen because nobody was telling the truth about this stuff.
Not the YouTube channels selling a fantasy.
Not the $50,000 concierge firms built for crypto millionaires.
And not the immigration lawyers who only know one country and charge by the hour.
Real Results
Wendy tried for years to open an account outside the US on her own. No financial planner would take her with under a million dollars. Now she has her account.
Ilia supports two adult children and wanted her nest egg out of one basket. She opened her account in Panama, then moved her money to Switzerland.
Lynne had dreamed about the move for years. Taxes were “a big mystery” to her. Now she knows exactly what to do, in what order, and has the right people on the ground.
Cheri waited 18 years. Today she has a residency in the Americas, a citizenship on the way in Europe, and a visa in Asia.
Lorraine had her heart set on Italy, until she looked at the taxes. Together we turned years of research into one plan.
Rhetta and Scott now have their portfolio managed from Switzerland, outside the US banking system.
And plenty of others.
How I Help
Depending on where you are, I help you with one or more of these:
Accounts
A Global Spending Account for everyday spending, with cards that work worldwide and no ATM fees. And a Global Reserve Account at a private bank, for larger amounts, that pays interest. Both are in your name, outside the US and outside the country where you live, reported to the IRS, and opened remotely.
Investments
From $500,000 if you live abroad (or $1 million if you live in the US, not counting retirement accounts), your portfolio managed from Switzerland, by an independent Swiss manager who works for you. Fully reported to the IRS.
Strategy
The Retire Abroad Blueprint. Six weeks, one-on-one, and you walk away with a written plan for where you go, how you get residency, and how your money and healthcare work.
How To Reach Me
If you want help with any of this, book a call and I’ll show you what it would look like for you.
And if it doesn’t fit, you can just say no.
Or email me at ben@clubcitizen.co.
Appreciate you being here,
— Ben