Two ways to do this
Work it out yourself, or with me.
The arithmetic is the same either way — the difference is whether you want a tool to lay it out, or a chartered wealth manager to tell you what they would do in your position, including that they would not.
Free · no consultation fee
Build the specification yourself
Describe your position in plain sentences. The tool proposes a portfolio shape, sizes the Lombard facility it would support, shows indicative Swiss private-bank rates, and hands the result to the desk best suited to quote it.
- 01Describe what you are trying to doYour position, your horizon, how much volatility you can live with, and which passport or residency you are aiming at. Plain sentences, not a form.
- 02Build the portfolio specificationThe tool proposes an allocation across asset classes, sized so the Lombard facility covers the programme investment, and shows how that allocation would have behaved historically.
- 03See how that shape behavedForty-one years of history, rebalanced annually, against holding the S&P 500 alone. The drawdown matters more than the return here, because the portfolio is the collateral.
- 04Choose the financingIndicative Lombard pricing from 3.0% against the collateral you would pledge. Pick the structure you want quoted.
- 05Get introducedYour specification goes to the private-bank desk best suited to it. They quote you directly, and they are the regulated party in the relationship.
A screening and illustration tool. It does not give advice, and it never names a holding — the authorised firm does that once you are their client.
From $100 · paid
Have someone qualified work it out with you
Thirty minutes with a chartered wealth manager, or a written plan that models the decision over your horizon. Paid, because it is advice rather than a pitch — and because the answer is sometimes that none of this suits you.
- $100Assessment CallHalf an hour to answer the question you actually have. Whether a golden visa is the right instrument at all, or whether a long-term visa with no capital contribution gets you the same place for nothing. You leave with a direction, not a brochure.
- $2,500Private Client · six monthsWhich route, and then everything that follows from it. The difference between what qualifies and what you get sold is where the money goes, and nobody paid out of that spread will point it out. This is the engagement that gets it right: the plan, the financing, the portfolio, and me on the end of a phone while it happens. Six or twelve months — most applications run past six.
- $5,000Private Client · twelve monthsThe same engagement, run to the end of the application rather than to the end of six months. Most of these take longer than half a year, and a term that expires mid-application is a term that expires at the worst moment.
Independent, and tied to no programme or bank. Qualifications are listed in full on the About page.
You can start on the free track and move across at any point. Most people who book a call have already built a specification, which makes the half hour considerably more useful than starting from a blank page.