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Residency-by-investment posture

Choosing the residency route, and keeping it separate from the property.

Strategic routing across investor-residency programs - which route, in which country, in what order - coordinated with immigration counsel who confirm the current program terms.

Investor-residency programs are a moving target, and the biggest mistake is planning around a route that has changed. Portugal's residency-by-investment program, for example, no longer has a real-estate route - it now runs through qualifying funds, business and job creation, research, and cultural contribution - so the old assumption that buying a home grants residency is simply wrong. The firm advises on which route and which country fit the client's goal and coordinates the immigration counsel who confirm the current terms and file. It does not itself run the immigration filing.

The work spans
  • A strategic read of which investor-residency route and country fit the client's goal.
  • Keeping the residency decision separate from the property decision, since property no longer grants residency in Portugal.
  • Sequencing the residency route alongside the move, the tax position, and any business plans.
  • The exposure that a residency route carries: minimum stay, holding periods, and what it does not confer.
  • Coordination with immigration counsel who confirm the current program rules and carry out the filing.
  • You want residency abroad by investment and need the right route and country chosen strategically.
  • You assumed buying property would grant residency and need the two decisions separated.
  • You want the route checked against the current rules, not the ones from a year or two ago.
  • You want a lead to choose the route and coordinate the immigration counsel who file.

The firm routes the residency decision strategically - goal first, then route, then country - and keeps the client current, because programs change often and a plan built on last year's rules fails. It separates the residency route from the property decision, which in Portugal are now entirely distinct. It coordinates the immigration counsel who confirm the live program terms and run the filing, so the route is checked against the rules in force, not the rules as remembered.

04 · What you get

The route chosen for the goal

Goal first, then route and country, not the other way around.

Residency and property kept separate

The two decisions handled distinctly, as the current rules require.

Current rules, confirmed

Immigration counsel coordinated to verify the live program terms and file.

A client seeking residency abroad by investment is planning around an outdated assumption that a property purchase would qualify. The firm separates the residency route from the property decision, selects the route that fits the client's goal, and coordinates the immigration counsel who confirm the current program terms and carry out the filing.

Described in abbreviated, anonymised form to preserve client confidentiality.

Does an investment in property still grant residency?

In Portugal it no longer does; the residency-by-investment program now runs through qualifying funds, business and job creation, research, and cultural contribution, so the residency route has to be chosen separately from any property decision.

How do I choose a residency-by-investment route?

Goal first - what the residency is for - then the route and country that fit it, checked against the current program rules with immigration counsel, rather than around a program as it was marketed in earlier years.

Do you handle the immigration application?

The firm chooses and coordinates the route strategically and works with immigration counsel who confirm the live program terms and carry out the filing.

Start a conversation.

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