Our mission
Plan B Residency exists to close the gap between discretionary wealth management and investment migration—a space where promoter economics, incomplete Form CRS disclosures, and uneven immigration counsel quality routinely collide. We produce research and workflow artifacts you can append to Reg BI care obligations and family-governance minutes without outsourcing your fiduciary judgment.
Why we exist
Households with cross-border balance sheets now treat jurisdictional optionality as a first-class risk: counterparty exposure to single-passport regimes, education continuity, and founder exit timing. The advice gap is not lack of brochures; it is absence of timestamped, sourced matrices that general counsel can reconcile with your referral agreements and pay-to-play policies.
We publish minimum-investment mechanics, government fee schedules where disclosed, average processing ranges with confidence caveats, and tax-reporting prompts that U.S. tax counsel can annotate. Broker introductions occur only after your firm documents conflicts and suitability consistent with your B-D protocol or RIA standards.
Core values
Our editorial and partner standards are built around three commitments advisors can cite in compliance reviews.
No pay-to-play rankings; disclosures on every program overview.
Plain-language primers designed for CFAs and CFPs, not consumers.
perspective
Multi-jurisdiction context with U.S. tax and reporting in view.
Work with us
Join the advisor firms that use Plan B Residency as their documented research layer for investment migration.
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