Residency by Investment

Residency by investment can provide more than permission to live in another country. When approached strategically, it can establish a second base, improve family mobility, support business interests, and contribute to long-term geographic diversification.

L’Heritage advises individuals and families on the selection and coordination of investment-linked residency programmes. We consider not only the qualifying investment, but also the wider implications for asset ownership, family participation, tax residency, succession, liquidity, and future mobility.

Areas of focus

• Investment-linked residence pathways
• Second-base and relocation planning
• Family-inclusive residency strategies
• Property and qualifying investment assessment
• Cross-border ownership and holding structures
• Long-term renewal and exit considerations

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What the advisory may include

• Residency Objectives Review — Clarify the family’s intended use of the residence permit, including relocation, mobility, education, business, retirement, or contingency planning.
• Programme Eligibility Assessment — Review nationality, family composition, source of funds, investment capacity, and documentary readiness.
• Jurisdiction Screening — Compare suitable programmes according to residence requirements, investment commitments, processing considerations, family eligibility, and long-term flexibility.
• Investment Route Assessment — Evaluate qualifying real estate, funds, business investment, government instruments, or other approved routes.
• Ownership Structure Coordination — Consider whether the qualifying asset should be held personally, jointly, through a company, or within a wider family structure, subject to local advice.
• Family Application Planning — Coordinate spouses, dependent children, parents, and other eligible family members where permitted.
• Document and Application Coordination — Organise due diligence materials, source-of-funds documentation, legalisation, translations, and application submissions.
• Professional Adviser Coordination — Work alongside immigration counsel, tax advisers, fiduciaries, private banks, and property specialists.
• Post-Approval Planning — Coordinate residence activation, renewals, minimum stay requirements, property administration, and ongoing compliance.
• Exit and Liquidity Review — Consider investment holding periods, resale restrictions, programme changes, and the family’s eventual exit strategy.

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