The Oz Agent — Your Personal Immigration & Asset Protection Expert

Not a chatbot. A senior advisor that knows 20+ residency programs, 15+ citizenship routes, and every major asset protection structure globally. It builds you a custom strategy based on who you are, what you own, and where you want to go.

It starts with your story

Choose your path. The Oz Agent asks you targeted questions — one at a time — and builds a custom recommendation based on your answers.

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Residency & Citizenship

Nationality, budget, goals, family, timeline, criminal history — your profile is cross-referenced against every program to find your best options.

8 targeted questions

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Asset Protection

Asset types, total value, threat level, existing structures, business holdings — a multi-layer structure is designed to protect what you've built.

8 targeted questions

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Complete Strategy

The full picture — residency, citizenship, asset protection, and tax planning layered together into one integrated Structure Blueprint.

Comprehensive assessment

What you get

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Top 3 programs ranked for you

Not generic lists — specific recommendations based on your nationality, budget, goals, and situation.

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Cost and timeline breakdown

Exact costs for each option — government fees, legal costs, setup fees, annual maintenance.

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Layered asset protection structure

Nevis LLC → BVI holding → Cook Islands trust — the exact structure for your asset level and risk profile.

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Document checklist to start

Program-specific documents for your nationality. Upload them directly in the portal — completion is tracked automatically.

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Tax impact analysis

How each option affects your tax position — territorial systems, non-dom regimes, treaty networks, exit tax considerations.

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Direct path to execution

When you're ready, OZ Capital connects you with vetted partners in each jurisdiction — lawyers, agents, trustees — to execute the plan.

See it in action

I'm a US citizen, married with 2 kids. I have about $300K to deploy. I want a Plan B — not full relocation. What are my best options?

Based on your profile, here are your top 3 options:

1. Greece Golden Visa — EUR 250K property in a Zone C area. No minimum stay required. Family included at no extra cost. Schengen access across 27 EU countries. 7% flat tax on foreign income if you become a non-dom.

2. Dominica CBI — $100K donation. Full citizenship in 3-4 months. Visa-free travel to 145+ countries. No visit required. Remaining $200K could fund a Nevis LLC for asset protection.

3. Panama + Asset Structure — Friendly Nations Visa ($200K property). Territorial tax = foreign income untaxed. Layer with Nevis LLC ($5K) holding BVI company ($2K) for asset protection. 5-year path to citizenship.

Want me to dive deeper into any of these, or shall I generate the document checklist for your top choice?

This is general informational guidance only.

Costs shown are estimated partner and government fees, not TOTOZ.io charges. All fees are paid in fiat directly to service providers.

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