Built around your needs

A residence decision should fit the family’s life as well as its capital.

  • Families comparing a main home, a second residence or a staged move.
  • Business owners considering an operating-business route alongside investment-led options.
  • Families aligning dependent applications, education and residence maintenance.

What we coordinate

  • Create a family brief covering nationalities, current residence, dependants, preferred destinations and timing.
  • Compare the relevant pathways, separating required capital, official charges, professional fees and ongoing commitments.
  • Map source-of-funds preparation and refer legal or investment questions to the appropriate adviser.
  • Coordinate a family document checklist, application sequence and post-arrival calendar.

What to prepare

Begin with a short introduction. Detailed records are collected through the process agreed for the engagement.

  • A short family profile and each person’s intended role in the move.
  • Preferred destinations, budget range and realistic presence commitments.
  • An overview of business ownership, funding sources and existing residence permissions.

What you receive

  • A destination and route comparison reflecting the family brief.
  • A preparation checklist with responsibilities and sequencing.
  • A capital, application and family-move milestone plan.
  • A residence-maintenance calendar for the agreed route.

How the service works

  1. 01

    Define the family brief

    Establish the purpose of the move and the decisions each family member needs to make.

  2. 02

    Compare the routes

    Review the relevant programme guides and identify eligibility, capital and lifestyle questions for specialist assessment.

  3. 03

    Coordinate preparation

    Agree advisers, evidence owners and filing dependencies before committing to an application.

  4. 04

    Plan continuity

    Record residence conditions, family changes and review dates after a decision.

Questions, answered.

Does a qualifying investment guarantee residence?

No. Investment conditions, individual eligibility, admissibility and the application decision are separate questions. The programme guides explain these distinctions.

Can different family members follow different routes?

Yes, a coordinated plan can consider different routes where appropriate. Each person’s eligibility and any dependency rules need separate assessment.

Does WG select or sell investments?

This service coordinates residence planning. Investment selection, suitability and regulated financial advice remain with the appropriately authorised professional.

What is the first step?

Prepare a short account of your family, goals, preferred destinations and budget range. Detailed financial documents should follow through an agreed collection process.

Scope & professional responsibilities

Residence permission, tax residence and investment performance are separate matters. Each requires its own assessment.

The engagement sets out deliverables, responsibilities, third-party involvement, fees and milestones before work begins.