The high-net-worth life is often an international affair, and in an increasingly interconnected world, high-net-worth individuals are seeking global mobility and securing multiple residencies and citizenships to enhance their personal and financial freedom.
Many countries see an influx of well heeled investors or retirees as a positive influence on national life, and set up office to point the way towards the correct forms and government departments. Some make it more difficult but still allow it, which is where agencies who know the form come in, to smooth the way and clear up an points of jargon-heavy bureaucracy.
The best advisers in this field offer comprehensive services, including personalised consultation, detailed programme analysis, application management, and post-investment support. These experts leverage their deep understanding of international regulations, tax implications, and geopolitical trends to craft tailored solutions that align with their clients’ lifestyle, business, and wealth management objectives.
The Spear’s index of citizenship by investment and global mobility can find the right person to help. From securing a passport to finding the perfect house or school in your chosen country, these advisers can help you achieve your goals.
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Jump to: Best global mobility, residence and citizenship by investment advisers for HNW individuals: the complete list
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Best global mobility, residence and citizenship by investment advisers for high-net-worth clients: names to know
Dominic Volek – Returning to Recommended
Firm: Henley & Partners
Dominic Volek, the group head of private clients at Henley & Partners, advises wealthy individuals seeking better mobility, security, privacy, and estate planning. The firm has a leading government advisory practice that has raised over $12 billion in foreign direct investment. Volek notes a growing interest in investment migration among wealth managers and high-net-worth individuals after the pandemic.
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Read Dominic Volek’s full profile at Spears500.com
Stuart Wakeling – Returning to Recommended
Firm: Henley & Partners
Stuart Wakeling is a managing partner at Henley & Partners with over 19 years’ experience advising high-net-worth individuals. He started his career at Coutts in 2001, then joined HSBC Private Banking in 2008. Wakeling has been with Henley & Partners since 2016, rising through the ranks to become the managing director in 2021.
Read Stuart Wakeling’s full profile at Spears500.com
Alison Teare – Returning to Recommended
Firm: Locate Isle of Man
Alison Teare, head of Locate Isle of Man, combines marketing skills with practical guidance for relocating families and businesses to the Isle of Man. Her team promotes the island, identifies skill gaps, and assists potential immigrants in the relocation process. The Isle of Man offers low taxes and a stable environment for business, making it a popular destination for British people.
Read Alison Teare’s full profile at Spears500.com
Patricia Casaburi – Returning to Recommended
Firm: Global Citizen Solutions
Patricia Casaburi is managing director of Global Citizen Solutions, a company providing citizenship, immigration, and relocation services to individuals interested in expanding their legal options in various jurisdictions, including Europe, the United States, and the Caribbean. The firm specialises in finding the perfect residency or citizenship-by-investment programme for those looking to secure their future and become global citizens.
Read Patricia Casaburi ’s full profile at Spears500.com
Scott Moore – Returning to Recommended
Firm: Henley & Partners
Scott Moore, a managing director at Henley & Partners, is based in Singapore. His focus is on advising private clients on residence and citizenship planning in Southeast Asia and Oceania. A Canadian native, Moore also contributes to Henley & Partners’ government advisory practice.
Read Scott Moore’s full profile at Spears500.com
Methodology
In selecting and ranking the best global mobility, residence and citizenship by investment advisers for HNW individuals, the Spear’s Research Unit conducts extensive research of the market, including interviews with well-informed observers, industry insiders and of course the advisers themselves. These take place both face-to-face and on video and telephone calls. Candidates for inclusion are asked to fill in a form to provide data and a description of their work and client base. In finalising its selections and rankings, the Spear’s Research Unit employs a proprietary methodology that includes a weighted scoring system. This takes into account factors including an adviser’s standing, reputation, client base, recommendations and testimonials, the firm they represent, their level of engagement with the process and certain industry-specific criteria.
Best global mobility, residence and citizenship by investment advisers for HNW individuals: the complete list
Find out more
To explore all the Spear’s indices, and to use our find-an-adviser tool to identify the private client adviser who is right for your specific requirements, go to the Spear’s 500 website.
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