A close-up of organized international travel and fiduciary documents neatly arranged on a clean marble table alongside an elegant fountain pen and spectacles.

Mobility Shield™

When your life crosses borders, your protection plan needs to work across them too.

You’ve taken the new role, moved across borders, and started building a life here. Your family may still be settling in. You’re working, travelling, and managing ties to more than one country.

Then an emergency happens. Who can step in - and do they have the authority they need to act?

Most people assume their spouse could handle it.

Are your accounts jointly held?
Is there a financial power of attorney?
A healthcare directive that works where you now live?
Do you have an Estate Tax exposure?
Would your family know which advisors to call? Where your documents are? Who to speak with at your Company? What needs attention in another country?

These questions are easy to put off when everything is going well.

Mobility Shield™ helps you answer them before your family has to.

I spent 20 years helping companies manage international assignments and advising executives on cross-border tax and related matters. I made five international moves myself. I know how much gets organized for an assignment, and how much is quietly left to the person moving.

As a California Licensed Professional Fiduciary, I now help families plan for and manage the personal emergencies that relocation programs rarely cover.

Mobility Shield™

A plan.
In place.
(Just in case.)

You've made the move.

What happens if something goes wrong?

Take the assessment

Book a consultation

Two Ways We Build your Shield

Assessment & Roadmap

Full Implementation Support

A comprehensive, One-time review - $799

Put your plan in place with Tailored coordination

Find out where you stand and how to address it.

Tell us about your family, financial infrastructure, existing documents, and the people you would rely on in an emergency.

We’ll review your entire situation and prepare a comprehensive and customized report identifying where your plans may fall short, what needs attention first, and the practical steps to take with the right professionals.

Then we’ll walk through the findings together in a one-hour consultation. You’ll leave knowing what to do next and who needs to be involved to get your plan in place.

Too busy to coordinate advisers in two or more countries?

We help you find the right professionals, prepare you for those conversations, and keep the work moving across your attorneys, tax advisers, financial professionals, and other providers.

We also make sure the people you’ve chosen to act are prepared, and bring the documents, contacts, and instructions together.

The result is a plan that can be put into action from day one of an emergency - so you and your family are protected when it matters.