In an increasingly interconnected and unpredictable world, private clients are looking beyond traditional wealth management to secure their future, protect their families, and expand their opportunities.

Global mobility — through second citizenship, residency options, and international planning — is no longer just a luxury or an afterthought. It has become an integral part of a well-rounded financial strategy.

For financial advisors and wealth managers, this represents both a challenge and an opportunity to guide clients with confidence, add meaningful value, and strengthen relationships by addressing aspirations that extend beyond borders.

Below is a concise guide to help you understand how global mobility planning can complement your advisory practice — and why now is the right time to start the conversation with your clients.

1. Global Mobility — Still a Niche, But Growing Fast

The good news is you don’t need to become an expert overnight. But you should be aware of the most common pathways your clients may already be exploring:

• Residency-by-investment programs (e.g., Portugal, Greece, UAE, Italy).

• Citizenship-by-investment in the Caribbean and elsewhere.

• Citizenship by descent for those with ancestral ties to another country such as Ireland.

These options allow clients to diversify not just their portfolios but their lives — unlocking greater travel freedom, tax efficiency, family security, and lifestyle flexibility.

2. Why It Matters for Your Clients — and Your Practice

For high-net-worth families, global mobility planning has evolved into a prudent, forward-thinking strategy. Here’s why:

• It provides a hedge against geopolitical and economic uncertainty.

• It supports lifestyle goals, such as retiring abroad or living closer to family.

• It aligns with long-term succession and tax planning.

• It adds another layer of diversification to their wealth management plan.

Clients increasingly expect their advisors to be proactive and informed about these opportunities — even if you’re not the one executing them directly.

3. Where Do Things Stand?

• Many programs — such as Portugal’s Golden Visa — remain open, though reforms have made some pathways more restrictive.
• Global mobility options evolve, and timing is often critical; being informed allows you to guide clients when it matters most.
• Partnering with specialists like us ensures your clients receive expert guidance while you maintain your role at the center of the relationship.

4. Why Acting Now Adds Value to Your Client Relationships

Clients who explore and act early tend to secure better outcomes. By introducing global mobility planning, you position yourself as a forward-thinking advisor who delivers more than just financial advice — you help clients secure peace of mind and expanded possibilities.

That’s where we come in: Nomad Advisory Group serves as a seamless extension of your team — offering concierge-level expertise and personalized service while you remain the trusted advisor at the helm. We complement what you already do, helping your clients navigate international programs with confidence, while keeping you fully in control of the relationship.

You don’t need to have all the answers — but by initiating the conversation and connecting clients to the right resources, you show exceptional foresight and care.

What This Means for You and Your Clients

Global mobility planning enhances traditional wealth and estate planning.

Being a resource for these conversations deepens client trust and loyalty.

Programs and regulations change — informed advisors help clients act at the right time.

Partnering with specialists allows you to offer more without overextending your expertise.

At Nomad Advisory Group, we take pride in supporting financial advisors and their clients with clarity and confidence. Based in beautiful Beverly Hills and part of the prestigious Holborn Assets Group, we work alongside you — as an extension of your team — to explore, evaluate, and navigate global mobility programs, always ensuring you remain at the center of the client relationship.

We’ll continue to monitor global trends and share updates as they unfold. If you’d like to discuss how we can collaborate to better serve your clients — or if you’re ready to start the conversation — we’re here to help you navigate this evolving space with confidence and ease.

Let us know how we can support you.

Important Disclaimer / Please Read

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. Neither Nomad Advisory Group LLC nor Holborn Pass 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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