Wealth advisors and private bankers are trusted to do more than grow and safeguard assets, clients look to you to create opportunities that protect their lifestyle, family, and legacy.
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In today’s world, wealth advisors and private bankers are trusted to do more than grow and safeguard assets, clients look to you to create opportunities that protect their lifestyle, family, and legacy. One of the most overlooked yet powerful strategies is helping your clients secure a second residency or citizenship through investment migration programs.
At Nomad Advisory Group, we specialize in guiding individuals and families through this process. Partnering with advisors like you allows us to complement your expertise with ours, creating holistic solutions that strengthen client relationships and unlock new possibilities.
Why This Matters for Your Clients
Global residency and citizenship strategies are no longer “luxury add-ons.” They have become critical, essential components of modern wealth and lifestyle planning:
Why Partner with Nomad Advisory Group
We operate under Holborn Pass, which is part of the prestigious Holborn Assets family. This allows us to deliver a boutique, white-glove experience while leveraging the global capabilities of an industry leader. Based in Beverly Hills, California, we offer clients the unique advantage of a local presence with an international reach.
For wealth managers, financial advisors, private bankers and other client advisors, our role is simple:
Why Now
The demand is clear. U.S. clients, in particular, are increasingly pursuing second residencies in Europe and beyond. Your clients may already be considering these opportunities. By starting the conversation with them, you ensure they explore their options with your guidance and trusted care, not on their own. Programs in Portugal, Italy, Greece, Cyprus, and Malta are drawing significant attention. For advisors who anticipate client needs before they’re asked, this is a unique way to stand apart.
Create More Value Together
Our mission is simple: help your clients design their global legacy without borders.
Wealth advisors, private bankers, financial advisors, and family office professionals, your clients are already thinking globally. The question is whether they’ll turn to you, or to someone else.
We equip you to stay ahead by delivering specialized residency and citizenship solutions that strengthen loyalty, protect relationships, and expand your value.
Our role is to strengthen your client relationships by delivering tailored solutions that align with their goals and expectations all while elevating the service they experience. Let's discuss how we can create this advantage together.
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.
Begin your journey toward second citizenship or residency with trusted advisors who understand legacy, wealth, and discretion. Schedule a confidential consultation and explore your tailored global mobility options.
