Sovereignty Planning Intake

This confidential form begins the discovery process. Your information is used exclusively to assess fit and build your custom sovereignty plan.

Confidential

Step 1 of 5

Your Information

Basic identity and contact. All information is held in strict confidence.

First Name *

Last Name *

Email *

Phone

Current Location (City, State/Country)

Citizenship(s)

Step 2 of 5

Financial Profile

Help us understand the scope of your situation. Ranges are sufficient.

Net Worth Range *

$1M – $5M

$5M – $25M

$25M – $100M

$100M+

Primary Business Type *

Step 3 of 5

Current Structure

What do you already have in place? Select all that apply.

Existing Entities

LLCs Trusts Holding Company S-Corp / C-Corp International Entities None

Asset Types Held

Real Estate Operating Business(es) Investment Portfolio Intellectual Property Crypto / Digital Assets Private Equity / PE

Step 4 of 5

Primary Concerns

What brought you here? Select everything that applies.

Areas of Focus *

Tax Optimization Asset Protection Estate Planning Jurisdiction / Relocation Family Office Structure CBI / Second Citizenship Investment Structuring Business Enhancement

Preferred Engagement Tier

Step 5 of 5

Additional Context

Anything else we should know before your initial conversation.

How did you hear about Black Haus Capital?

What is the most important outcome you want from this engagement?

Anything else we should know?

Preferred Meeting Format

In-Person Face-to-face preferred. We come to you.

Virtual Video conference via secure link.

Either No preference — whatever works.

Intake Received

Your confidential intake has been submitted. A member of the Black Haus Capital sovereignty team will be in contact within 48 hours to schedule your initial conversation.

Direct line: info@blackhauscapital.com