Act 60 Advisory — San Juan, Puerto Rico
Capital. Real Estate. Tax Strategy. One Address.
Boutique advisory for mainland investors and founders weighing Puerto Rico’s Act 60 incentives — one firm guiding the decree, the property, and the compliance calendar from first conversation to closing and beyond.
Meet the firmEstimated Act 60 Savings
What a decree could be worth to you
Answer eight short questions and see an illustrative comparison — roughly what your profile attracts today, against what it would attract under an Act 60 decree.
Ranges only, on stated assumptions. Not a calculation of your tax.
Act 38-2026 — filing deadline
Applications filed by 31 December 2026 keep the 0% rate.
Act 38-2026 extended Puerto Rico's Individual Resident Investor programme through 2055, but tightened the terms for anyone applying from 1 January 2027. What fixes your position is the date your application is submitted — not the date your decree is granted. An application filed in time keeps the current treatment even if the decree itself arrives the following year.
See where you stand67
67 days remaining
Date: December 31, 2026
Experience on both sides of the table
25+
Years as a licensed broker
Licensed real estate broker in New York, Florida, and Puerto Rico — with deep networks in Dorado, Condado, Palmas del Mar, and Rincón.
14
Years on Wall Street
Advised private clients at Merrill Lynch and Smith Barney on portfolios, concentrated positions, and liquidity events.
The opportunity
What is Act 60?
Act 60 consolidates Puerto Rico’s tax incentives into a single code: qualifying new residents may pay 0% Puerto Rico tax on certain capital gains, dividends, and interest, and a 4% rate on eligible export-services income. In exchange, you become a bona fide resident — genuinely present on the island, invested in its community, and the owner of a home here within two years.
How we work
One engagement, three threads — managed together so nothing falls between advisors.
Advisory
Feasibility, decree strategy, and coordination with your CPA and attorney — from first analysis to a granted decree.
Real Estate
A licensed brokerage search across Puerto Rico’s premier communities, negotiated and closed to satisfy the residency requirement.
Compliance
Presence tracking, annual filings, and donation deadlines — a calendar we keep so your decree stays in good standing.
How It Works
From first conversation to a decree in good standing — four steps, one point of contact.
01
Evaluate
A free assessment of your income profile, residency flexibility, and timeline — including whether Track 1 or Track 2 fits your situation.
02
Prepare & Apply
We connect you with our curated network of Act 60 attorneys and CPAs, who prepare and submit your decree application to the DDEC.
03
Implement
Once your decree is approved, you have up to two years to acquire your qualifying Puerto Rico residence — we manage the entire search.
04
Comply
We track your residency days, donation obligations, and annual DDEC reporting, coordinated with your CPA, so your decree stays in good standing.
Begin with a five-minute assessment
Answer a few questions and receive an illustrative view of your Act 60 fit — no commitment, no fee.