Intel
Why CIVITAS | Strategic Migration Advisory for HNWIs & Family Offices
Why CIVITAS

We don't sell
visas. We build
sovereign
architectures.

Most firms process applications. We design multi-jurisdictional strategies that integrate residency, citizenship, tax domicile, and asset allocation into a unified plan — built for decades, not transactions.

THE INDUSTRY HAS
A STRUCTURAL
PROBLEM

The investment migration industry is dominated by two models: high-volume agents who process applications without strategic context, and law firms that bill hourly without portfolio-level thinking.

Neither asks the question that matters: how does this residency or passport fit into your 10-year wealth, mobility, and family strategy?

CIVITAS exists to fill that gap. We sit between the legal execution layer and the family office — providing the strategic architecture that turns individual programs into a coherent sovereign portfolio.

Typical Agent
CIVITAS
Single program focus Sells one jurisdiction. Incentivized by commission, not fit.
Jurisdiction-agnostic Analyzes the full global market. Recommends based on your constraints, not ours.
Application processing Fills out forms. Limited post-approval support.
Strategic architecture Designs multi-program roadmaps integrating tax, mobility, and asset strategy.
Generic advice Same recommendation for every client profile.
Portfolio-level analysis Models TCO, opportunity cost, and 5-year projections specific to your capital structure.
Transactional Engagement ends at approval. No ongoing strategy.
Generational planning Plans for decades. Views residency as an inheritable asset class.
Our Process

Four Phases.
One Architecture.

01 Phase 1

Exposure Audit

We map your current jurisdictional risk: tax residency, passport limitations, asset concentration, family structure, and business operations. Most investors have never audited this layer of their portfolio.

02 Phase 2

Strategy Design

We model scenarios across qualifying programs — comparing total cost of ownership, timeline, tax implications, and mobility outcomes. You receive a ranked shortlist with 5-year financial projections.

03 Phase 3

Legal Execution

We deploy our vetted network of licensed attorneys and authorized agents in each jurisdiction. We manage the process end-to-end — compliance, documentation, government liaison, and timeline enforcement.

04 Phase 4

Portfolio Review

Post-approval, we conduct annual reviews of your sovereign portfolio. Regulatory changes, renewal obligations, tax treaty shifts, and family milestone events trigger strategy updates.

What Sets
Us Apart

🔬

Original Research

We publish investment architecture guides with 5-year TCO models, regional yield analysis, and capital efficiency comparisons. Our data doesn't come from brochures — it comes from financial modeling.

⚖️

Jurisdiction Agnostic

We don't represent any government or developer. We have no inventory to sell. Every recommendation is based on your objectives, not our commission structure.

🧮

Financial Rigor

We treat residency and citizenship as financial instruments. Every recommendation includes TCO projections, opportunity cost analysis, and exit scenario modeling — not just threshold prices and timelines.

🌐

24 Programs, 5 Continents

We cover the full global landscape: EU Golden Visas, Caribbean CBI, Middle East residency, G7 investor programs, and emerging market opportunities. One advisor, complete coverage.

🔒

Compliance-First

We work exclusively through licensed agents and authorized attorneys. Full AML/KYC adherence. No shortcuts, no grey-area intermediaries. Every application is audit-ready from day one.

📐

Tools, Not Sales Pitches

Our Sovereign Simulator, Passport Rankings, and Investment Guides are free. We believe informed clients make better decisions — and better clients make better partnerships.

Scope of Advisory

01

Golden Visa Programs

Portugal, Greece, Malta, UAE, Turkey, Italy, Hungary, Latvia, Cyprus. Real estate, fund, and alternative qualifying vehicles.

02

Citizenship by Investment

St. Kitts, Antigua, Grenada, Dominica, St. Lucia, Vanuatu. Donation and real estate routes. E-2 treaty access via Grenada.

03

Institutional Residency

US EB-5, UK Innovator Founder, Singapore GIP, Australia BIIP, New Zealand Active Investor. High-threshold, high-value destinations.

04

Tax Domicile Architecture

UAE 0% structures, Malta Non-Dom, Panama territorial, Portugal NHR. Fiscal optimization within full compliance frameworks.

05

Investment Strategy

Real estate vs fund allocation, buy vs rent analysis, regional yield intelligence, and 5-year TCO modeling for every qualifying vehicle.

06

Family & Succession

Multi-generational planning. Dependent inclusion strategy. Education access via EU residency. Inheritance and estate tax positioning.

Start With an
Exposure Audit

Run the Sovereign Simulator to stress-test your current jurisdictional setup — or schedule a consultation to begin designing your sovereign architecture.

Operational Mandate & Disclaimer

CIVITAS is a strategic consultancy. We are not a law firm, financial institution, or tax advisory service. All residency and citizenship applications are processed through our network of government-licensed agents and qualified attorneys in the respective jurisdictions. Our role is strategic analysis, project management, and research. Clients are advised to seek independent legal and financial counsel before committing capital.