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Private Advisory · Est. 2026

A second home, a second passport,
a measured second act.

For principals and their families weighing where to plant the next generation, we orchestrate the residency, citizenship and tax architecture that turns intent into paperwork — quietly, on a timeline, and to the standard your counsel expects.

  • 32jurisdictions actively monitored
  • 4regulatory desks: Athens · Lisbon · Dubai · Basseterre
  • 72htypical response from intake to first call

Programmes in active counsel

Greece · Portugal · Spain · Malta · Cyprus · Italy · United Arab Emirates · Saudi Arabia · St. Kitts & Nevis · Dominica · Antigua · Grenada · St. Lucia · Türkiye

Featured programmes

Four routes our clients ask about most.

The right programme is the one that fits the family — not the glossiest brochure. These four cover the most common briefs we receive: a European base, a tax address in the Gulf, and a freedom-of-movement passport for the principals.

Considering the United States, the United Kingdom, Switzerland, Singapore, Türkiye or another jurisdiction? Mention it in your assessment — we counsel on thirty-two programmes in total.

Why principals choose us

A practice, not a brochure.

01

Programme matching, not programme selling.

Most firms have a favoured deal flow — a developer to place, a citizenship route they earn margin on. We are paid by the client, not by the programme. The recommendation you receive is the recommendation we would give our own family.

02

An assessment in days, not in months.

Once you complete the intake, our analyst desk produces a three-route memorandum — investment, timeline, tax exposure, family inclusion — in seventy-two hours. You make decisions in writing, not over a discovery call.

03

Local counsel, on the ground, before you arrive.

Every active programme has a vetted counterparty desk — a lawyer, a banker, a property partner — known to us by name and accountable to our service standard. You will not be handed off to a stranger after the engagement letter is signed.

04

Discretion as the default setting.

Names are not on a list. Files are not on a shared drive. Communication is on a channel you choose. The premium we charge is, in part, the premium of being unfindable on a Google search.

The process

Four steps from question to passport.

  1. I

    Private assessment

    Twelve questions. Family, capital, time horizon, tax position. Submitted in confidence.

  2. II

    Three-route memorandum

    Within seventy-two hours: a written brief comparing your three best programmes — investment, timeline, exposure, exit.

  3. III

    Engagement & execution

    You select a route. We assemble the local counsel desk, gather the file, and run the application end-to-end.

  4. IV

    Residency or passport in hand

    You receive the document. We remain on retainer for renewals, citizenship transitions, and the family-office work that follows.

Read the process in full

Standards

What you can expect from us in writing.

We will not deviate from these. They are the line our partners, contractors and analysts are held to.

  • One named principal on every file.

    Not a team alias. Not a shared inbox. A senior counsellor whose name is on the engagement letter and whose phone you have.

  • No commission, no kickback, no surprise.

    Our fee is disclosed in advance and does not change based on programme. We do not accept finders' fees from developers, banks or law firms.

  • Programme rules verified at the source.

    Every figure on this site, every requirement in your memorandum, traces back to the issuing authority. We log the source URL and the date of last verification.

  • You own your data.

    Files are encrypted at rest, accessible to your principal counsellor and the named local counsel only, and destroyed thirty days after engagement closes — unless you instruct otherwise.

Begin

The first step is twelve questions.

Submit a private assessment. We will return a three-route memorandum within seventy-two hours, or tell you frankly that no programme currently fits your brief — and why.

Begin assessment