What if the investments already in your portfolio could be structured to qualify you for a second citizenship or Golden Visa? For many families, a well-designed global mobility plan serves as both a safety net and a strategic tool to access more opportunities, security, and freedom. In today’s unpredictable world, those advantages have shifted from being a luxury to becoming an essential component of long-term planning.

The Case for Expanding Your Mobility

Legacy planning often focuses on wealth, property, or a business to pass on. However, a truly resilient legacy also includes the ability for your family to live, work, study, and invest in multiple regions without being limited by a single passport.

Even the most powerful passports can be impacted by political disputes, sudden policy changes, or border restrictions. Additional citizenships or residencies provide a built-in contingency plan, allowing you to protect and grow your assets, relocate if necessary, and preserve your family’s access to opportunities worldwide.

Five Reasons Families Secure More Than One Passport

1. Emergency relocation during political or economic instability.
2. Access to world-class education without foreign student restrictions.
3. Flexibility to live and work in multiple economic hubs.
4. Protection of assets and investments across jurisdictions.
5. Passing on generational freedom and mobility.

From Security to Opportunity

While second residencies and citizenships offer immediate protective benefits, they also create powerful opportunities. They open access to new markets, enable strategic investments, and unlock tax or business incentives in jurisdictions aligned with long-term goals.

Many modern programs also direct investor capital toward initiatives such as sustainable development, infrastructure growth, and climate resilience. This means your investment can serve a dual purpose — securing mobility for your family while contributing to meaningful global progress.

How to Begin Designing Your Global Legacy

A good starting point is to ask yourself: Am I looking to relocate now, or do I want the option available when needed? Your answer will help to guide whether we focus on immediate relocation or create a long-term plan that can be activated quickly if circumstances change.

Nomad Advisory Group will support you and your professional advisors by providing clarity, outlining your available options, and guiding you through the next steps as your dedicated global mobility partner.

From there, our process typically involves:

1. Clarify Your Objectives – Define priorities such as safety, education, business, tax optimization, lifestyle, or a combination of these.
2. Evaluate Your Current Mobility – Identify the limitations of your existing passport(s).
3. Understand Your Eligibility – Explore programs you may already qualify for based on heritage, investments, or other factors.
4. Assess Timelines and Costs – Review the requirements of each program and align them with your financial and personal commitments.
5. Work with Your Experienced Advisor – Collaborate with your wealth management team to ensure your strategy is efficient, compliant, and aligned with your goals.

Example: Using Your Portfolio for Portugal’s Golden Visa

Here is how reallocating part of an existing investment portfolio could work in practice:

Step 1 – Select Qualifying Route

Portugal offers a Golden Visa pathway through a €500,000 investment in an approved Portuguese investment or venture capital fund regulated by the CMVM.

Step 2 – Allocate Existing Assets

Designate €500,000 from your current portfolio. For example, by adjusting positions in equities, bonds, or other holdings and investing those funds into a qualifying Portuguese fund. This approach may allow you to repurpose existing capital rather than introducing entirely new funds.

Step 3 – Maintain the Investment

Hold the €500,000 investment for five full years, as required by the program and the fund terms. After this period, you may be eligible to apply for permanent residency or citizenship, provided you meet all other eligibility requirements.

Step 4 – Gain Residency and Mobility

Once approved, you and your qualifying family members receive residency permits, allowing visa-free travel across the Schengen Area and the right to live, work, and study in Portugal.

Step 5 – Path to Citizenship

Maintain your residency and fulfill the minimum stay requirements (currently averaging 7 days per year) to become eligible to apply for Portuguese citizenship after 5 years.

In Practice:

A Silicon Valley based VC founder reallocates €500,000 from their global equity portfolio into a Portuguese venture capital fund specializing in renewable energy. This strategic reallocation secures the Golden Visa for the family and sets them on a clear path toward EU citizenship.

Our Commitment to You

At Nomad Advisory Group, we take the time to understand your priorities and design a tailored plan that fits seamlessly into your wealth, succession and family strategy. Your legacy can extend beyond borders, and the best time to secure options for your family is before they are needed. The second-best time is today.

Begin your confidential consultation with Nomad Advisory Group and explore strategies that could redefine your family’s future.

Important Disclaimers / Please Read

The details provided reflect the program rules as of today. Proposed amendments to Portugal’s Golden Visa program could bring significant changes to investment options, timelines, and eligibility criteria. Applicants should always confirm the most up-to-date requirements before making investment decisions.

The information contained in this communication is provided for general informational and educational purposes only and does not constitute, and should not be relied upon as, legal, tax, investment, financial, or other professional advice. Nomad Advisory Group LLC does not provide professional advice unless and until a formal written engagement agreement is executed. No recipient should act, or refrain from acting, based solely on the content herein without seeking advice from qualified legal, tax, and financial professionals who are familiar with their particular circumstances and applicable laws. While efforts are made to ensure the accuracy and timeliness of the information provided, Nomad Advisory Group LLC makes no representations or warranties, express or implied, regarding its completeness, reliability, or suitability for any purpose, and expressly disclaims any liability for actions taken or not taken based on this content.

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