We can help you build a Passport Portfolio that gives you the freedom to travel and reside where you please

A Passport Portfolio© is a stand-alone Lesperance & Associates offering that can also be incorporated into a Back Up Plan. The Passport Portfolio allows you and your family to travel to and remain in one or more jurisdictions to securely and legally manage your personal and business affairs.

Why you need a Passport Portfolio

There are many reasons why having a Passport Portfolio may be beneficial:

  • visa free travel,
  • freedom from heavy tax burdens,
  • more privacy,
  • investment opportunities and
  • freedom of choice or your descendants.

Many of our clients build a Passport Portfolio as a part of their ‘Back Up Plan’. This gives them the advantages of free movement along with the possibility of quick relocation should their circumstances change. 

In building a Passport Portfolio –  planning is key. We advise which passports and residencies would be beneficial for you to pursue based on your needs and situation. The best strategy may be to diversify over a range of various country factors. This can result in a portfolio which contains all the necessary components for a full, free and truly international life.

 

We will discuss strategic choices for passport diversification based on your personal circumstances and requirements. 

There will be many different criteria when it comes to deciding which second passports to pursue:

  • investment opportunities,
  • tax laws,
  • visa restrictions,
  • the political climate,
  • the social and cultural climate.

We will look at all of your and your family’s needs and expectations to find the best option for both wealth preservation and lifestyle. Once we have identified and advised you on your best options, we can faciliate building your Passport Portfolio utilising our many years of experience in the field.

Read more about the different areas we advise on and employ below:

Citizenship by Investment

Not all Citizenship by Investment programs are the same. We work with you to find your best solution.

Citizenship by Ancestry

You may have a claim to citizenship arising from your ancestry. We can help.

International Tax Planning

We are one of the world’s pre-eminent specialist firms in the area of international tax related to residence and citizenship.

“I’ve worked with David for over 20 years on clients from around the world both in my current role and as a Senior Private Banker at the Royal Bank of Canada. David is much more than an immigration advisor because he also understands pre- and post-immigration tax and asset protection planning. Indeed, David shows how a second passport – as part of a comprehensive plan – is not just a necessary option but an opportunity…so our mutual clients land in their new countries in the most advantageous tax position possible.”

John McLeod
Director, Forvest Family Office Group, North, Central & South America
Read more testimonials

Get in Touch

If you are a high or ultra high net worth individual or family interested in building a Passport Portfolio please contact us for a private no-obligations first consultation at:

Phone

Call toll free at (800) 478 0023 or
+1 (415) 685 4308

E-mail

info@lesperanceassociates.com