Strategic Consultation
A private, 60-minute strategy session designed for high-net-worth individuals evaluating Puerto Rico real estate and Act 60 positioning. This is a high-signal briefing and roadmap—built around your goals, timeline, and decision criteria.
Questions? Call +1 (787) 692-5385 or email harry@shiftrealtypr.com.
Harry Carrasquillo Giraud is an Accountant and Tax Strategy Specialist, not a CPA. This is not legal or tax advice.
What’s included in the 60-minute session
Personalized Market Intelligence Briefing
Current pricing, inventory analysis, and market trends for your target communities.
Act 60 Tax Positioning Review
How your financial profile may align with Act 60 incentives (0% capital gains, 4% corporate tax, 0% dividends on qualifying income)—coordinated with your advisors.
Community Fit Assessment
Matching lifestyle, investment goals, and family needs to Puerto Rico’s premium communities (Dorado, Condado, Palmas del Mar, Bahía Beach, Río Mar, and more).
Acquisition Timeline Architecture
Custom roadmap: residency timeline, entity structure considerations, and property search parameters.
Team Coordination Framework
How Harry integrates with your existing legal counsel, CPAs, and financial advisors.
Comparative Property Analysis
Pre-screened properties matching your criteria with investment thesis for each (as available based on timing and inventory).
Billing structure
$2,500
60 minutes
- 60-minute session: $2,500 flat.
- Time beyond 60 minutes: prorated in 15-minute increments.
- Example: session runs 63 minutes → billed for an additional 15 minutes.
- Additional 15-minute blocks billed at a pro-rated rate.
Harry Carrasquillo Giraud is an Accountant and Tax Strategy Specialist, not a CPA. This is not legal or tax advice.
Post-session deliverables
Written acquisition strategy summary
Written acquisition strategy summary.
Community comparison matrix
Community comparison matrix.
Recommended next steps
Recommended next steps with timeline.
30-day follow-up
Direct line to Harry for 30-day follow-up questions.
Other services available (not priced on this page): Luxury Property Acquisition, Act 60 Tax Strategy Advisory, Relocation Concierge, Investment Portfolio Advisory, Luxury Property Listing, Comparative Market Analysis.
Trust & credibility: $50M+ in Puerto Rico real estate transactions • Licensed Broker: C-20992 • Five Star Real Estate by Shift Realty PR • HNWI relocation + Act 60 optimization.
Harry Carrasquillo Giraud is an Accountant and Tax Strategy Specialist, not a CPA. This is not legal or tax advice.
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