Home / Comparisons / Plan B Outbound vs Henley & Partners
Priced at the same plan size and billing period, with every limit taken from the vendor page.
| Metric | Plan B Outbound | Henley & Partners |
|---|---|---|
| US tax specialties covered in-house (FATCA, PFIC, exit tax, FBAR) | 4 | Not a core practice area |
| Headquarters | United States (Beverly Hills, CA) | Switzerland |
| Firm structure | Attorney-led boutique | Global multi-practice advisory firm |
| Office locations worldwide | 1, works with local partners per destination | 55+ |
| Years in operation | Newer boutique | Established 1997, about three decades |
| National government advisory mandates for CBI program design | No | Yes, multiple governments |
| Primary client specialization | American and Canadian citizens specifically | All nationalities globally |
| Caribbean CBI programs advised on | St Kitts and Nevis, Grenada, Antigua and Barbuda, St Lucia | All major Caribbean programs plus European and other regions |
| Fee structure | Flat advisory fee | Program and case dependent |
| Service model | Single point of contact start to finish | Program specialists across a large office network |
| Rows where the two differ | 4 of 8 | 4 of 8 |
Plan B Outbound is built around one case type: Americans and Canadians moving part of their life offshore, and its lead advisor holds US licenses in law, real estate and investment advice, covering FATCA, PFIC rules, exit tax and FBAR exposure in-house rather than referring it out. Henley & Partners runs 55 offices worldwide, has operated since 1997, and holds direct advisory mandates with multiple national governments designing their citizenship by investment programs, a scale no boutique can match. Henley also covers more Caribbean programs end to end and keeps specialists in more regions. For a US citizen, the tax structuring is the part that goes wrong with a generalist advisor, so the flat fee and single point of contact at Plan B Outbound matter more than office count. Anyone who isn't a US taxpayer loses that specific advantage and should weigh Henley's global network instead.
Prices are list prices in US dollars, taken without promotional discounts. Methodology