By agreement, for qualified clients
Wealth, property and legacy in three countries. Done for you.
Financial planning, tax and estate, trusts, corporations, real estate, mortgages, M&A and payments in the 🇺🇸 U.S., 🇨🇦 Canada and 🇵🇭 Philippines. Every transaction gives to charity.
Get in, in three steps 0 of 3
Everything, across borders
One licensed team, with partners in each country.
One plan for every country you live in
Income, savings, insurance and retirement, planned together.
Plan →Three tax systems, one strategy
U.S., Canadian and Philippine rules coordinated, with treaties and credits where they apply.
Tax and estate →Assets that pass as you intend
Set up with licensed attorneys, for what you own in more than one country.
Trusts →Incorporated in the right country
We form the corporation that holds your property or runs your business, including under the Philippine 60/40 rule.
Corporations →Buy or sell from anywhere
Found, checked and closed for you to U.S. transaction standards.
Real estate →Property that earns
Offices, retail, resorts and land, with due diligence done.
Commercial →Financed from where you earn
U.S., Canadian or Philippine lenders, matched to your citizenship and income.
Mortgages →Buy, sell or merge a business
Valuation, structure and closing, across the three countries.
M&A →When a bank loan is not the best fit
Seller financing, rent-to-own and pasalo, with both sides protected.
Creative finance →Your family keeps what you build
Insurance, estate and property planned together, in every country.
Legacy →Mortgage servicing on the XRP Ledger
Every payment recorded on the ledger by MortgageOS™, from our partner High Tech Mortgage.
High Tech Mortgage →Others hand you stacks of listing ads.
And a blog for every question.
We hand you one licensed team.
Step 1
Which roles will you play?
Choose all that fit. Members see much more of the site.
Here to give, not buy? Give to Zoe Abundant Living directly.
Why clients choose us
- 36years in financial services
- 35+years investing in real estate
- 3countries served
- 2countries where Trish is a licensed broker
- $0upfront fees: we are paid when you close
- 100%of transactions give to charity
Who you will work with
Trish Wilson
Philippine broker (PRC 0024025), U.S. Realtor, former CPA, licensed financial consultant and U.S. life insurance agent.
Dr Van Wilson
MIT-trained data scientist and real estate investor for 35+ years, in three U.S. states and two countries. Creative finance and the numbers behind every plan.
With licensed partners in all three countries, interpreters, and Chinese-speaking lawyers.
The Philippines, from your country
🌎 Yes, you can own a condo in the Philippines, finance it from where you live, and work with us in your language.
What you can own
Condominium units
Foreign nationals can own condo units, as long as foreign ownership in the building stays within 40%. Land is reserved for Filipinos.
How you can pay for it
Philippine banks lend to borrowers abroad, and since 2026 some finance condos for foreign nationals. Developers offer in-house terms, and we arrange rent-to-own and pasalo.
Tell us what you want. We do the rest.
A few quick questions. Trish replies personally.
