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Changing your tax residence
There are more options than ever for those high net worth individuals who are able to invest in a second citizenship. The choices can be overwhelming and it can be hard to know how to choose the right location. At Lesperance andAssociates we are experts in building citizenship and residency strategies that are aligned with each clients’ tax, family, lifestyle and business objectives.
Citizenship by Investment: Take Time and Seek Advice to Ensure that you Make the Right Choice
Many Citizenship by Investment programs may ultimately not fulfill your long-term needs. Many of our clients seek our services as a result of a previous investment that has proven incompatible with their lives.
Every Citizenship by Investment program will be accompanied by a litany of rules, regulations, and laws. These all require close scrutiny by an expert to ensure that they don’t hide a fatal flaw that makes them unsuitable for your specific circumstances or needs.
Additonally, visa rules, residence, naturalization, citizenship, tax treaties, and tax law regulations and practices are constantly changing. Seeking advice from an impartial professional who is fully briefed and up to date with these areas will save you time, money and stress in the longer term.
We work closely with our clients, carefully researching their needs, expecatations, future plans, and financial circumstances in order to create the perfect match in terms of identifying which citizenship by Investment to persue.
Impartial, Professional, Client focussed Advice
Many companies who purport to represent their clients in procuring citizenship by investment receive large commisions from the issuing countries.
At Lesperance & Associates, we consider accepting commissions from government programs to be an inherent conflict-of-interest. We have never applied to be a “Marketing Agent” for any Citizenship-by-Investment, Residence-by-Investment and “Golden Visa” type programme. We work purely with the client’s best interests in mind. When we establish that a particular program is the best fit for our client, we work with local advisors to secure it. As our client, you can always be confident that we are acting exclusively in your best interest.
How to start the Citizenship by Investment process…
Like many things the process starts with a conversation. We normally work either directly with our clients or in collaboration with their family office, legal, accounting or financial advisors. We employ a holistic planning approach to ensure our client’s most important issues are identified and addressed early. We take the time to understand and apppreciate all the intracies of your particular situation. In this way we can find the best solution to meet all your needs.
John Mcleod
Director, Forvest Family Office Group, North, Central & South America
Get in Touch
If you are a high- or ultra-high-net-worth individual or family concerned that your current citizenship, residency and tax plans do not adequately address your unique personal, family or professional situations today or possibly into the future, please contact us for a private no-obligations first consultation at:
