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
Comparison
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Our Advisory Process
How L’Heritage Turns Complex Wealth into a Workable Plan
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FAQ
All You Need to Know
About Global Residency & Mobility
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Services
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