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
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.
All You Need to Know
We begin with the family’s objectives, time horizon, mobility needs, lifestyle preferences and risk considerations, then coordinate qualified legal and tax advice on suitable jurisdictions and programmes.
No. Decisions remain with the relevant authorities and are subject to eligibility, due diligence and changing regulations. We help clients prepare carefully and manage the process with authorised specialists.
We bring together appropriately qualified advisers in the relevant jurisdictions, establish a coordinated workplan and help ensure that residency, citizenship, business and estate-planning decisions are considered together.
Timelines vary significantly by jurisdiction, route, family circumstances and document readiness. Following an initial assessment, we provide a realistic process map and identify dependencies that may affect timing.
Yes. Support may include application coordination, schooling, housing, healthcare, local orientation and practical settling-in services, tailored to the needs of each family member.
