Family Office
& Multi-Generational Planning.
Investment migration as one component of a holistic family-office strategy — coordinating citizenship, residency, tax structuring, banking, and succession planning across generations. We work alongside your existing family-office team, never replace them.
Beyond the passport — a complete mobility and wealth strategy.
Multi-generational citizenship strategy
Citizenship planning across the principal, spouse, children, and (where the programme allows) parents and grandparents. EU citizenship transfers automatically to descendants under most member-state nationality codes; Caribbean citizenship typically requires registration of children born after grant. We map the inheritance rules per programme and structure the engagement accordingly.
Substance + tax-residency stack
Tax-residency does not follow citizenship automatically. We coordinate with the family's tax advisors to design a residency stack — primary tax residency (UAE 0%, Portugal NHR-2.0, Singapore IRAS) plus secondary citizenship — that meets the family's lifestyle goals while remaining defensible under home-jurisdiction rules (US tax-residency under §7701, UK statutory residence test, Indian RNOR rules).
Banking + asset structuring
New-citizen banking onboarding (private banking introductions in the new jurisdiction; KYC pre-clearance for FATCA / CRS reporting). Asset structuring across trusts, foundations, holding companies — coordinated with the family's existing fiduciary providers. We do NOT replace existing trustees or fiduciaries.
Governance + succession
Family constitution review for migration implications, succession-planning around new citizenship rights, dependant-addition strategy as the family grows, and ongoing compliance through annual review meetings. Legacy planning — passing programme-acquired citizenship to next generations — is the long horizon of every family-office engagement.
Your family office engagement, step by step
Discovery call
A 30-minute call with a senior advisor. We map your situation, scope the family office brief, and confirm the right service mix.
What clients say about our family office work
"Citizen Sure guided our family through Malta citizenship with exceptional professionalism. We now hold EU passports — the process was seamless from first consultation to passport in hand."
"Speed and certainty were our priorities. They secured UAE Golden Visas for our entire family in under three weeks. Their government relationships and due diligence process were genuinely impeccable."
"Two years into our Portugal Golden Visa journey, we're on track for EU citizenship. The investment has already paid for itself many times over in business opportunities and lifestyle freedom."
"I was initially sceptical about the process, but the team's expertise and transparency gave me complete confidence. Our Caribbean passports arrived in 58 days, exactly as promised."
We always work alongside, never replace. Most family-office engagements involve weekly or bi-weekly working sessions with the family's existing chief of staff, tax counsel, fiduciary, and legal team. Our role is the migration brief — programme selection, application execution, ongoing compliance with the issuing state. The family's home-jurisdiction tax position remains with their existing tax counsel; we coordinate, we don't override.
Programme-dependent. Malta CBI permits parents and grandparents over a certain age (with a financial-dependence declaration). Most Caribbean CBI programmes permit parents over 55 (with dependency tests). Portugal Golden Visa includes parents as dependants subject to dependency demonstrations. UAE Golden Visa is one of the most generous — parents are included by default. We map the family-inclusion rules per programme in the eligibility opinion before the engagement begins so the brief reflects the full family unit.
Most EU citizenships (Malta, after grant; Portugal after 5 years and citizenship grant) transfer to descendants under jus sanguinis rules — children born after the grant are automatically citizens by birth. Caribbean CBI citizenships typically require registration of children born after the grant (St. Kitts requires registration within a statutory period; Antigua and Dominica are similar). UAE Golden Visa is a residency, not a citizenship — children must apply separately at age of majority. The full inheritance map is documented in the family-office brief.
US persons (citizens, green-card holders, certain long-term residents) face FATCA reporting obligations on worldwide assets, the §877A exit-tax regime if they renounce, and §7701 tax-residency tests that often outweigh the value of secondary citizenship. We coordinate with the family's US tax counsel from day one — every recommendation runs through the US-person lens before it lands in the brief. For US-person principals, secondary citizenship is usually a Plan B / mobility tool rather than a tax-optimisation play.
Active engagement (the migration brief through to grant) typically runs 12–24 months for citizenship programmes; 6–18 months for golden-visa work. Beyond the active phase, family-office relationships are typically retained on an annual-review basis — programme renewals, dependant additions as children turn 18, tax-residency check-ins, and ad-hoc work as the family's circumstances evolve. Many of our family-office relationships span a decade or more.
Speak to a senior advisor — free, confidential, 30 minutes.
Every family officeengagement begins with a discovery call. We’ll listen to your situation, ask the questions that matter, and respond with a clear recommendation on the right next step — including programme shortlist, cost estimate, and indicative timeline.
- Senior advisor on every callNot a sales rep — a partner-level practitioner with direct authority.
- Strict NDA on every engagementYour case never leaves the firm; full confidentiality guaranteed.
- Independent — no developer commissionsOur recommendation answers only to you, never to a programme operator.
Latest from our research desk
Market reports, regulatory alerts, and programme updates relevant to family office.
Family Office Investment Migration Advisory
Investment migration is one component of a holistic family-office strategy. Citizen Sure's family-office practice coordinates citizenship, residency, tax-residency stack, banking, and succession planning across the principal, spouse, children, parents, and (where programme rules permit) grandparents. We work alongside the family's existing tax counsel, fiduciary, and legal advisors — never replacing them. Active engagements span 12–24 months for citizenship work and 6–18 months for golden-visa programmes; the relationship typically extends on an annual-review basis through the lifecycle of the family's migration footprint. Multi-generational citizenship rights — particularly EU citizenship's automatic jus sanguinis transmission — make the family-office engagement a long-horizon planning exercise. Speak to a senior advisor for a confidential consultation.
Speak with our Family Office team
Senior advisors who work directly with single- and multi-family offices to align migration strategy with broader wealth and succession objectives.