Golden Visas
EU and EEA residency-by-investment: qualifying investments, minimum physical presence, Schengen implications, and renewal conditions—synthesized for suitability memos and investment-committee decks.
Learn more →Empowering advisors with global mobility and investment migration strategies.
Plan B Residency is the definitive resource for wealth advisors, family offices, and retirement planners to master Golden Visas, Citizenship by Investment, and Residency by Investment.
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The Plan B Advantage
Equipping Professionals
Your mandate is comprehensive wealth strategy—liquidity, tax efficiency, succession, and increasingly, jurisdictional optionality. Investment migration sits at the intersection of securities regulation, immigration statute, and cross-border tax. Most firms lack a repeatable framework that satisfies both the CCO and the client who reads headlines on EU program closures.
We equip you with program mechanics, capital stack comparisons, and source-of-funds documentation standards so you can advise within your license and refer execution to qualified immigration investment brokers. The economic outcome your clients optimize for is not IRR on a feeder fund; it is approved residence status, passport issuance, or a durable mobility hedge. Our research is written for CFAs, CFPs, and family-office CIOs—not retail consumers shopping a brochure.
Citizenship by Investment
Caribbean and select global CBI programs: donation versus real asset routes, dependent pricing, OECS due-diligence tiers, and passport visa-free metrics relevant to operating executives.
Learn more →Tax & Wealth Structuring
How second residence and naturalization interact with U.S. worldwide reporting, PFIC analysis, trust situs, and corporate residency—framed as diligence prompts for tax counsel, not substitute legal advice.
Learn more →Elite Broker Network
Introductions to licensed immigration investment intermediaries with track records in your client segment—entrepreneur, trust-funded, or institutional—so filings and government correspondence sit with specialists.
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For Your Practice
Is Plan B right for your practice?
If investment committees are asking about EU program rule changes, or clients are conflating “Golden Visa” with tax residence, you need a documented workflow. Plan B Residency maps Reg BI–aligned discovery, conflict checks on promoter economics, and handoffs to immigration counsel—without your firm underwriting immigration outcomes.
Advisor Assessment
Industry-Leading Experts
Our advisory board spans former compliance heads, immigration economists, and multi-jurisdiction tax academics. They review methodology, flag regulatory drift, and keep our language precise enough for general-counsel review.
Meet the BoardWhat advisors say
RIA and family-office partners use our matrices to standardize diligence hours and reduce ad hoc promoter calls.
“We replaced a patchwork of WhatsApp PDFs with Plan B’s Golden Visa comparison grid. Compliance finally saw a single source of truth tied to our Reg BI process.”
“CBI due diligence on trust-sourced gifts was stalling our file. Their source-of-funds checklist aligned with what the broker actually filed—no rework.”
“Tax memos are written for advisor handoff to counsel—not sales. That distinction saved us in a general-counsel review of a Portugal + U.S. dual-status case.”
Perspectives
Latest for advisors
Estate & Planning
Integrating CBI into Estate Planning
European Programs
The Future of European Golden Visas: What Advisors Need to Know
Client Conversations