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Your Trusted Partner for Investing, Owning, and Living in Puerto Rico

We provide information, resources, and connections—helping you invest, protect wealth, grow assets, and live comfortably in the unmatched Puerto Rican lifestyle. We specialize in Opportunity Zone Investing, Act 60 Tax Benefits, and Making a Life in Puerto Rico.

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Investing

See opportunities to invest in projects and companies in Puerto Rico

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Owning Real Estate 

Learn more about real estate ownership, maintenance, and Income Properties in Puerto Rico

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Wealth & Tax Strategy 

Get insights on US tax strategy and Puerto Rico's Act 60

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Living in
Puerto Rico

Experience comfort, culture,
and lifestyle benefits on a beautiful Caribbean island

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Who We Are

Smart Strategies. Lasting Benefits. Life in Paradise.

We specialize in guiding U.S. residents through every step of relocating to Puerto Rico — from structuring tax strategies to identifying investment opportunities and securing your new home. With expertise across finance, real estate, and lifestyle planning, we help you make your move with confidence.

  • Tax Strategy: Reduce your tax burden with expert planning.
  • Investing: Identify and maximize profitable opportunities.
  • Real Estate: Secure your ideal home or investment property.
  • Relocation: Simplify every step of your move to Puerto Rico.

Trust-Building

Discover the
Puerto Rico Advantage

From world-class beaches to unique tax incentives, Puerto Rico offers unmatched benefits for U.S. citizens. Whether you’re looking to lower your taxes, diversify investments, or enjoy a vibrant island lifestyle, we’ll help you navigate every detail.

  • No Federal Income Tax on Puerto Rico-Sourced Income
  • Affordable Luxury Real Estate
  • Bilingual & Business-Friendly Environment
  • Act 60 Tax Incentives
  • Strong entrepreneurial ecosystem provides numerous opportunities to invest
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Featured Services

Our Areas of Expertise

We focus on what you need to Invest, Own, and Live in Puerto Rico.  Short list - done well.

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Investment Opportunities

From startups to real estate, we connect you with the right Puerto Rico opportunities to grow your wealth.  We're experts in Private Equity and Opportunity Zones.

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Wealth Strategy

We're passionate about tax-efficient investing, generational wealth transfer, and risk management in the US and Puerto Rico.

We understand PR Act 60 inside and out.

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Real Estate Solutions

Partner with trusted professionals to find, purchase, or lease a dream property.  Whether a first or vacation home for you or as an investment - we've got connections.

Strategic Partnerships Driving Success

We work with trusted industry leaders to ensure our clients receive expert guidance, innovative solutions,
and unmatched support throughout their investment journey.

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Monllor Capital Partners

A trusted investment partner specializing in tax-advantaged investing for long-term capital growth.

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Hillsdale Services

Strategies for building generational wealth.

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Otium Rentals

Luxury vacation rentals offering comfort, style, and unforgettable experiences across Puerto Rico.

Relocating to Puerto Rico: Tax Benefits,
Lifestyle, and Investment Opportunities

Moving to Puerto Rico offers unique tax advantages, vibrant culture, and growing investment potential.
In this guide, we’ll explore how to make the most of your relocation.