Get Personalized Guidance from Independent Advisors

Before the Consultation

We'll ask you to complete a brief questionnaire covering:

• Your investment goals and risk tolerance
• Your nationality and tax situation
• Your timeline and family inclusion plans
• Any specific questions or concerns

This helps us prepare and make the consultation productive from minute one.

During the Consultation (45-60 minutes)

A typical consultation covers:

• Review of your situation and goals
• Overview of fund options that match your profile
• Discussion of tax implications for your nationality
• Q&A on the application process and timeline
• Recommendations for next steps

After the Consultation

You'll receive:

• Summary of what we discussed
• Preliminary fund recommendations (if appropriate)
• Information about our fund matching service
• Answers to any follow-up questions

No pressure to proceed. The consultation is valuable whether or not you engage us further.

Our consultations are most valuable if you:

• Have decided to pursue the Golden Visa via fund investment
• Want to understand your fund options before committing
• Have questions about tax implications for your nationality
• Want independent perspective on advisor recommendations
• Are comparing multiple funds and need clarity

Our consultations may not be the best fit if you:

• Haven't yet decided whether to pursue a Golden Visa
• Are looking for general immigration advice (not fund-specific)
• Have already subscribed to a fund (we can't change past decisions)
• Are seeking legal representation (we're not lawyers)

Not sure? Book anyway. We'll quickly determine if we can help and refocus or end early if not. No wasted time for either of us.

Why Independence Matters

Most Golden Visa advisors earn 3-5% commissions from the funds they recommend. On a €500,000 investment, that's €15,000-25,000 of incentive to recommend certain funds over others.

We operate differently:

• Zero commissions from fund managers—ever
• Advisory fees paid directly by investors
• No incentive to push any particular fund
• Recommendations based solely on your situation

What This Means for You

When we recommend a fund, it's because it matches your profile—not because it pays us more. When we suggest alternatives, it's based on your interests, not ours.

This isn't a marketing claim. It's our business model. We succeed when you make confident, well-informed decisions—regardless of which fund you choose.

Fund Selection

• Database of 36 CMVM-verified funds
• Standardized comparison methodology
• Fee analysis and total cost projections
• Risk profile matching

Tax Considerations by Nationality

• US investors: PFIC compliance, QEF elections, Form 8621
• UK investors: Reporting Fund status, CGT implications
• EU/International: Cross-border considerations, tax treaties

Due Diligence

• Fund manager track record verification
• Portfolio analysis and diversification review
• Exit strategy evaluation
• Documentation completeness check

Process Guidance

• Application timeline expectations
• Documentation requirements
• Coordination with lawyers and banks
• Renewal and citizenship pathway

Initial Consultation (45-60 minutes)
For investors exploring their options. Covers your situation, preliminary fund recommendations, and next steps.

Best for: Those starting their fund selection process or seeking a second opinion.

In-Depth Strategy Session (90 minutes)
For investors ready to make decisions. Includes detailed fund comparisons, tax planning discussion, and specific recommendations.

Best for: Those ready to narrow down options and move forward.

Follow-Up Consultation (30 minutes)
For existing clients with specific questions or those needing clarification after an initial session.

Best for: Addressing specific questions that arise during your research.

Note: All consultations are conducted via video call. We accommodate time zones across the Americas, Europe, and Asia.

Fund Selection

• "Which fund is best for my risk tolerance?"
• "How do I compare fees across different funds?"
• "What's the track record of this fund manager?"
• "Is this fund actually CMVM-approved for Golden Visa?"

Tax & Compliance

• "How does PFIC affect my fund choice?" (US investors)
• "What's Reporting Fund status and why does it matter?" (UK investors)
• "What tax documentation should the fund provide?"
• "How do I structure this to minimize tax burden?"

Process & Timeline

• "How long will the application take?"
• "What documentation do I need to prepare?"
• "Can my family be included?"
• "What happens after I invest?"

Decision Confidence

• "My advisor recommended this fund—is it right for me?"
• "I've narrowed to three funds—how do I choose?"
• "What am I missing in my research?"
• "Is this investment worth it for my situation?"

Ready to Book?

Select a time that works for your schedule. We accommodate time zones across the Americas, Europe, and Asia-Pacific.

After booking, you'll receive:

1. Calendar confirmation
2. Pre-consultation questionnaire
3. Preparation materials

Prefer to Start with Questions?

If you have specific questions before booking, use the contact form below. We'll respond within 24 hours with answers and, if appropriate, consultation recommendations.

Already a Client?

Reach out to your dedicated advisor directly for follow-up consultations or ongoing support.