For advisors

Programs overview

High-level map of RBI/CBI categories before you open granular matrices or initiate broker diligence. Use it in client meetings to set expectations on capital lockup, government fee exposure, and non-guarantee of approval—then deep-link to Advisor Resources for footnoted data.

European residency

Golden Visas

Residency-by-investment programs in the EU and EEA that confer legal residence, path-dependent permanence, and—in many cases—Schengen mobility. Capital may be deployed into regulated funds, qualifying real estate, or operating businesses depending on the jurisdiction.

Profiles separate “right to reside” from tax residence and tie minimum stays to statutory language so you do not over-promise mobility relative to clients’ Substantial Presence or treaty positions.

Open comparisons

Passport programs

Citizenship by investment

Caribbean and select global jurisdictions offer accelerated naturalization through donation, approved real estate, or enterprise investment. Processing timelines and visa-free travel metrics differ materially by passport.

Plan B Residency highlights disclosure standards and dependent pricing so your suitability notes stay consistent across client meetings.

Due diligence toolkit

Cross-border

Tax & wealth structuring

Second residence and citizenship intersect with trust situs, corporate residency, and U.S. reporting regimes. We do not provide tax advice; we supply advisor-grade context so your clients’ CPAs and tax attorneys can sign off efficiently.

Tax implications briefs

Execution

Elite broker network

Licensed immigration investment brokers in our network handle applications, government fees, and compliance questionnaires. You keep the planning relationship; they execute the migration file.

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