GLOBAL RESIDENCY & MOBILITY

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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OUR APPROACH

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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Strategic Insight

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Our Advisory Process

How L’Heritage Turns Complex Wealth into a Workable Plan

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BEGIN A CONVERSATION

Take the Next Step with Clarity

Whether you are assessing an existing offshore structure, acquiring international assets, or preparing for a generational transition, you can begin with a focused review of your current position.Request a Private Offshore Wealth Consultation. Tell us where your assets and interests are held, what concerns you, and what you want your structure to achieve. We will help identify the questions, specialists, and next steps that matter most.
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