Anonymised Client Stories

Case StudiesReal Outcomes, Real Clients

Ten anonymised client success stories across Portugal, Greece, Malta, Grenada, UAE, St Kitts, Vanuatu, Italy, Dominica, and Turkey. Costs, timelines, and outcomes — exactly as they happened.

10

Case Studies

10

Programmes

100%

Success Rate

11–60

Days (avg range)

All case studies represent anonymised client scenarios. Identifying details modified to protect confidentiality. Timelines, investment figures, and outcomes are factual.
🇺🇸Residency ProgrammePortugal

American Family Moves to Portugal — Low Cost of Living, No Wealth Tax, and Full European Access

How a Texas entrepreneur used the Portugal Golden Visa to secure a European base with a fraction of the cost of living — and how the 3-year wait was worth every month

  • EU residency cards issued for all four family members after ~28 months
  • No wealth tax in Portugal — $4.8M liquid portfolio completely protected
  • Monthly family living costs: approximately $4,200 in Lisbon vs $11,500 in Austin — same lifestyle standard
"Everyone told us different timelines and most were wrong — it took 28 months. But we knew that going in, and we used those two years to visi…"SaaS founder (post-exit), Austin — Portugal Golden Visa client, March 2026

Investment

€500,000

Timeline

Approx. 2.5–3 years (realistic)

Visa-Free Access

27 Schengen countries

Key Outcome

EU Residency + 60% Lower Cost of Living vs Texas

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🇨🇳Residency ProgrammeGreece

Chinese Family Obtains Greece Golden Visa — Schengen Residency in 5 Months

How a Shanghai business owner secured European residency for his family under the €800,000 Athens threshold — and what the realistic timeline actually looks like

  • Schengen residency for couple and adult son — all three permits issued simultaneously
  • No minimum annual presence requirement — family maintains primary base in Shanghai
  • Athens property generating €36,000/year gross rental yield (4.4%)
"Before this, every trip to Europe meant weeks of visa applications and uncertainty. Now we simply board the flight. The Athens apartment is …"Manufacturing business owner, Shanghai — Greece Golden Visa client, March 2026

Investment

€880,000

Timeline

5 months

Key Outcome

Schengen Residency in 5 Months

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🇬🇧Citizenship by InvestmentGrenada

British Family Obtains Grenada Citizenship — E-2 Visa Access to USA Included

How a London entrepreneur secured Caribbean citizenship with a unique US treaty advantage in under 4 months

  • Grenada citizenship and passport in 16 weeks
  • US E-2 investor visa approved within 6 weeks of Grenada passport issue
  • Visa-free access to 144 countries including UK, all Schengen states, and China
"The E-2 visa was the goal and Grenada was the key. What I didn't expect was how straightforward the whole process would be. Within four mont…"Import/export business owner, London — Grenada Citizenship client, February 2026

Investment

$235,000

Timeline

16 weeks

Visa-Free Access

144 countries

Key Outcome

Citizenship + US E-2 Treaty Access in 16 Weeks

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🇮🇳Citizenship by InvestmentMalta

Indian Family Obtains Malta EU Citizenship — Visa-Free Access to 184 Countries

How a Mumbai family office obtained full EU citizenship for three generations in under 18 months

  • Full EU citizenship for 9 family members — both generations
  • Visa-free travel to 184 countries including USA, UK, EU, Canada, and Japan
  • Unrestricted right to live, work, and establish businesses across all 27 EU member states
"As an Indian passport holder, every international trip started with visa applications — sometimes weeks of uncertainty. Now my family simply…"Family business chairman, Mumbai — Malta Citizenship client, April 2026

Investment

€3,250,000 (across both families)

Timeline

14 months

Visa-Free Access

184 countries

Key Outcome

Full EU Citizenship in 14 Months

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🇿🇦Tax OptimisationUAE

South African Family Obtains UAE Golden Visa — Zero Tax Residency in 8 Weeks

How a Cape Town wealth manager secured UAE residency as a tax-efficient base for international business

  • 10-year UAE Golden Visa for family of four — all stamped simultaneously
  • South African tax residency formally terminated — UAE tax residency certificate obtained
  • Annual income tax saving: R1.8M on international consulting income
"I'd been paying 45% tax on income I earned sitting in hotel rooms across Europe and Asia. The UAE golden visa solved that completely. The pr…"Wealth manager, Cape Town — UAE Golden Visa client, May 2026

Investment

AED 3,200,000 (approx £700,000)

Timeline

8 weeks

Key Outcome

Zero-Tax UAE Residency in 8 Weeks

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🇳🇬Citizenship by InvestmentSt Kitts & Nevis

Nigerian Investor Obtains St Kitts Citizenship — Second Passport in 45 Days

How a Lagos-based tech investor secured one of the world's most powerful Caribbean passports in record time

  • St Kitts & Nevis citizenship and passport in exactly 45 days
  • Visa-free or visa-on-arrival access to 157 countries including Schengen, UK, Singapore, Hong Kong
  • Singapore deal closed — visa-free arrival at Changi two weeks after passport received
"The Nigerian passport is a barrier at every airport. I've missed deals because of visa delays. The St Kitts passport was a complete transfor…"Fintech investor, Lagos — St Kitts & Nevis Citizenship client, March 2026

Investment

$310,000

Timeline

45 days (accelerated)

Visa-Free Access

157 countries

Key Outcome

Second Passport in 45 Days (Accelerated Process)

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🇦🇺Citizenship by InvestmentVanuatu

Australian Couple Obtains Vanuatu Citizenship — World's Fastest CBI in 31 Days

How a Sydney entrepreneur secured the fastest legitimate second citizenship available — and what to realistically expect

  • Vanuatu citizenship for both applicants — completed without leaving Australia
  • Vanuatu passport: visa-free or visa-on-arrival access to 96 countries
  • Additional access to Russia, several CIS countries, and Pacific Island nations beyond Australian passport range
"I was sceptical — 30 days sounded like a marketing claim. But it took 31 days from application to having Vanuatu passports in my hand in Syd…"Agency owner, Sydney — Vanuatu Citizenship client, January 2026

Investment

$185,000

Timeline

31 days

Visa-Free Access

96 countries

Key Outcome

Second Passport in 31 Days

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🇩🇪Tax OptimisationItaly

German Retiree Obtains Italy Investor Visa — €100K Flat Tax Saves €240K Per Year

How a retired Düsseldorf banker replaced 45% German income tax with Italy's flat tax regime on foreign income

  • Annual tax saving of €240,000+ on portfolio and pension income
  • 10-year flat tax regime locked in — projected total saving: €2.4M
  • Italian residency permit issued — right to live permanently in Italy
"My accountant showed me the Italy numbers and I thought there must be a catch. There wasn't. I pay €125,000 flat — for myself and my wife — …"Retired banker, Düsseldorf — Italy Investor Visa client, February 2026

Investment

€575,000

Timeline

6 months

Key Outcome

€240K Annual Tax Saving via Flat Tax Regime

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🇱🇧Citizenship by InvestmentDominica

Lebanese Family Obtains Dominica Citizenship — Global Mobility Restored in 62 Days

How a Beirut entrepreneur rebuilt his family's global mobility through the Caribbean's most affordable citizenship programme

  • Dominica citizenship for all five family members — issued simultaneously
  • Visa-free or visa-on-arrival access to 145 countries including Schengen, UK, Singapore, UAE
  • UK student visit completed by daughter within 2 weeks of passport receipt
"When your daughter is rejected from a UK school trip because of her passport, that's the moment you act. Within 62 days, my entire family ha…"Trading company owner, Beirut — Dominica Citizenship client, April 2026

Investment

$175,000

Timeline

62 days

Visa-Free Access

145 countries

Key Outcome

Citizenship for Family of Five in 62 Days

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🇷🇺Citizenship by InvestmentTurkey

Russian Tech Founder Obtains Turkey Citizenship — International Banking Restored via Property Investment

How a Moscow-based SaaS founder used Turkish citizenship to rebuild international financial infrastructure

  • Turkish citizenship for family of three — passports issued in 14 weeks
  • Turkish-entity Stripe account approved within 3 weeks of citizenship
  • UAE (RAK) offshore company established — full international banking access restored
"My business was dying because I couldn't receive payments. The Turkish citizenship solved everything — it took 14 weeks from buying an apart…"SaaS founder, Moscow — Turkey Citizenship by Investment client, May 2026

Investment

$495,000

Timeline

14 weeks

Visa-Free Access

110 countries

Key Outcome

Turkish Citizenship in 14 Weeks + Banking Access Restored

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🇳🇱Tax OptimisationSwitzerland

Dutch Family Escapes Netherlands 36% Unrealised Gains Tax — Switzerland Lump Sum Residency Secured

How an Amsterdam investment manager relocated to Zug canton before the Dutch Box 3 reform and negotiated a CHF 420,000 annual lump sum — saving over €800,000 in the first year

  • Swiss lump sum ruling secured in under 6 weeks — CHF 420,000 flat annual payment locked in
  • Swiss B permits issued for all three family members within the same 6-week window
  • Dutch tax residency formally terminated — confirmed by Belastingdienst deregistration
"The Box 3 reform was not hypothetical — it was going to destroy 8% of my portfolio value every single year, indefinitely, on gains I hadn't …"Investment manager, formerly Amsterdam — Switzerland Lump Sum Residency client, May 2026

Investment

CHF 1,850,000 (year one all-in, including property)

Timeline

Under 6 weeks (Swiss approval)

Key Outcome

CHF 420K Annual Lump Sum — €800K+ First-Year Tax Saving

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Our Process

Every case study above followed the same structured methodology. We match clients to the optimal programme, structure any necessary financing, and manage the application from start to approval.

  1. 01
    DiscoveryPortfolio analysis, tax position, residency objectives
  2. 02
    StructuringProgramme selection, Lombard terms if needed, timeline mapping
  3. 03
    ExecutionInvestment deployment, application filing, biometrics coordination
  4. 04
    CompletionResidency/citizenship approval, ongoing compliance support

Start Your Story

Every case is different. Share your situation — portfolio size, nationality, tax position, timeline — and we will identify the right programme and structure your application.

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