Concierge relocation for an international move: how one company manages every stage of immigration, taxes, and settling in

International relocation is often marketed as a matter of choosing a destination: pick a jurisdiction, apply for the right visa—then everything will fall into place. In reality, most issues don’t start when you choose a country; they emerge during the execution of dozens of interconnected procedures.

Tax residency, immigration documentation, finding housing, enrolling children in school, corporate structure, banking services for relocation, registration with the local healthcare system, asset transfers—each area has its own timelines, document requirements, and local rules. One mistake in sequence can quickly trigger delays across the entire process.

REFRAMED CEO Valentino Coletto built the company’s operating model around this “execution gap”—when a client needs a single coordinator who can connect tax, legal, immigration, and day-to-day matters into one system. Below is how the service works, who it’s designed for, and why multi-disciplinary coordination in relocation is still underestimated by most.

How REFRAMED was created

REFRAMED was born from the idea of delivering a truly integrated, multi-disciplinary approach to international relocation.

We don’t start “on the day of departure.” Relocation is a process that must be planned and structured over time. The work continues throughout the transfer period and doesn’t end after arrival—because the most practical adaptation and everyday-life questions appear in the first weeks and months.

“Relocation Concierge”: why this name

The word “concierge” is associated with personal guidance and attention to detail. In our model, this level of service is supported not by generic advice, but by specialized expertise with proven experience.

That’s what makes it possible to build preventive strategies—so clients avoid bureaucratic dead ends and cascade delays.

The key requirement is multi-disciplinary capability: taxes, law, social security, real estate, logistics, management of financial assets, and practical understanding of immigration procedures.

That’s why we say Relocation Concierge: the service should present the full picture of the process while also addressing each specific requirement—until procedures are completed and the goals agreed at the beginning are achieved.

Why this approach was chosen

Relocating to another country is a highly technical process. It goes far beyond “standard” applications and formal steps.

Every situation requires expert assessment, a personalized strategy, and controlled coordination of multiple parallel activities.

REFRAMED turns the complexity of international relocation into a structured, transparent, and personalized pathway: result-oriented, with problem-solving as issues arise, confidentiality, and compliance with regulatory requirements.

What Relocation Concierge services you provide

The service is built as a single “package” tailored to the client’s needs and includes:

• Property sourcing based on your requirements, including access to listings that aren’t always available on the open market
• Managing bureaucratic processes: visas, temporary or permanent residence, tax residency, citizenship
• On-the-ground orientation and launching core services: offices, grocery stores, doctors, restaurants, etc.
• Coordinating childcare support and school enrollment
• Registration with local medical providers (doctors, dentists)
• Arranging pet transport and connecting local services (veterinarians, grooming)
• Setting up core infrastructure: banks, insurance, utilities
• Coordinating relocation with transportation/logistics providers
• Supporting cultural and social integration
• Language support and document translation
• Multi-lingual project team

Additionally: “full-cycle” financial consulting—international asset transfers, strategic tax planning, asset protection, and wealth management.

Who your clients are

REFRAMED focuses on several main categories of clients in investment migration:

High-net-worth individuals:
people and families ready to invest in obtaining the right to permanent residence or citizenship in the selected country.

Entrepreneurs expanding their business:
companies and owners looking to grow or launch projects abroad—driven by business environment, tax conditions, or access to new markets.

Retirees seeking a more comfortable life:
those choosing calm locations with a suitable climate, quality healthcare, and attractive tax regimes.

Families planning for children’s future:
parents considering alternative residence or a second citizenship for educational pathways, career opportunities, and international prospects.

People relocating away from instability:
clients from countries with political or economic risks who want to protect assets, reduce uncertainty, and secure a more stable jurisdiction for their family.

International citizens:
professionals living and working across multiple countries who understand the value of having residency or citizenship in more than one jurisdiction—for flexibility in where to live, work, and invest.

Services can be grouped into major blocks

1. Consulting services

1.1 Consultations for retirees

Before arranging a retirement move to one of the countries supported by the company, an individual meeting is held. During the session:

• client expectations are analyzed
• pre-relocation needs and potential obstacles are assessed
• the feasibility of relocating abroad is verified
• advantages and trade-offs are compared across directions in terms of taxes, rent, cost of living, climate, safety, healthcare, and other factors
• an operational relocation plan is drafted: timelines, logistics, and budget

1.2 Consultations for entrepreneurs

If a client plans to open a business abroad, the team focuses on critical issues:

• tax residency
• applicable tax rates
• available incentives and tax deductions
• preventing problems related to offshore structures
• the most suitable legal and organizational forms for a foreign jurisdiction

The team includes specialists in relocation for individuals and legal entities, international business expansion, interaction with institutional and ministerial bodies, as well as work with investors and stakeholders.

Support is also provided on the ground in the destination country—at every stage of the process.

1.3 Consultations for obtaining foreign citizenship

The company helps with second citizenship applications through citizenship by investment (CBI) programs.

2. Procedures

2.1 Tax residency in another country

Tax residency support includes:

• individual planning before relocation
• managing administrative and organizational requirements
• assistance in obtaining official documents on-site
• support for company employees during visits to government agencies, offices, police units, and banks
• completing the administrative steps required to obtain the necessary tax status and related benefits
• access to an online platform: tracking document status, monitoring activities and deadlines, and uploading/downloading materials from any device

2.2 Obtaining foreign citizenship

Support includes citizenship applications through government investment-linked programs. Depending on the chosen jurisdiction, this may involve a donation, real estate investment, or financial contributions.

2.3 Finding housing abroad (rent or purchase)

As part of the service, the client travels to the destination country to view long-term rentals or purchase options. The company:

• reviews listings from agencies, owners, and developers based on the requirements agreed before departure
• shortlists suitable properties and initiates negotiations
• organizes viewings
• assigns team members with transport to accompany meetings and assess the area/property
• takes the process through to signing a long-term lease or a purchase agreement

2.4 Opening a business abroad

• help selecting the most appropriate legal and organizational structure
• preparing and submitting documents to open a business
• registration with the relevant authorities and entities
• industry-specific licenses and permits
• opening local corporate bank accounts
• managing interaction with tax authorities
• implementing tax compliance systems
• applying tax treaties to reduce the risk of double taxation
• calculating payroll and ensuring compliance with social security requirements
• training on local labor law standards
• recruiting and hiring qualified personnel
• searching for and selecting commercial/industrial real estate
• assistance with drafting lease or purchase agreements
• support with connecting utilities and services
• arranging legal and tax domiciliation
• tax representation
• secretarial and local administrative services
• accounting support and periodic reporting
• ongoing legal support
• monitoring changes in local regulations

Does REFRAMED have ISO certification?

Yes. After a thorough review, REFRAMED confirmed compliance with international requirements for a quality management system and received ISO 9001:2015 certification. The standard requires documented processes that ensure reliability, continuous improvement, and customer satisfaction.

The goal is to manage service processes and deliverables not by promises, but through measurable, auditable mechanisms.

Why the company also operates as a licensed travel agency

REFRAMED holds authorization to operate as a travel agency in full compliance with all mandatory requirements and legal regulations. The license also means meeting insurance obligations in the travel sector, including policies that protect the client’s investment.

Clients can expect the organization of highly complex, personalized trips. Routes are designed to show the country through the eyes of a resident—not a tourist—so the client understands what everyday life looks like before making a relocation decision.

The program includes immersion in local culture, discussions of real cost-of-living expenses, and meetings with other international clients who have already completed relocation and are ready to share their experience.

During the trip, the client can also review pre-selected rental options. If something works, the next step can be signing a long-term agreement right away and starting the procedure to obtain resident status.

Are advanced tools used in the process?

REFRAMED provides clients with a platform where they can track the relocation project in real time. Information is available for each task across the entire chain of contractors—from a tax advisor to a business specialist and a real estate broker.

Each task has a deadline and an assigned project manager who shares progress and updates via notifications. Clients can communicate directly—leaving comments on the platform and uploading documents to a structured panel where materials are categorized and accessible at any time.

Which destinations are chosen most often

In recent times, interest in San Marino has been growing—from both European and non-European clients. The main reason is that there are multiple scenarios for obtaining tax residency.

For example, the Atypical Residency program with a fixed 7% rate and an annual tax cap up to €100,000, or Elective Residency, where a 3% rate on dividends is available.

We’re not limited to a single jurisdiction because, in real cases, each country has its own terms and nuances—and they must be handled separately.

Some may find Paraguay appealing with its territorial tax system, others may prefer Italy with fixed tax regimes for high-net-worth clients, and for retirees in some European countries, zero or near-zero tax rates may be available. Each destination has its own advantages and trade-offs.

The best way to choose a strategy is to regularly explore the REFRAMED website and blog: interviews, in-depth breakdowns, and case studies based on the company’s practical experience are published there.

Our Telegram channel about various types of Greek residence permits, digital nomad programs, and the Greek Golden Visa: @digitalnomadgr