Certified Partners

Advise on citizenship
without building the desk.

Our partner network gives regulated intermediaries the technical depth, filing capability and jurisdiction coverage of a specialist firm, while the client relationship stays where it belongs.
180+
Certified partners
36
Countries represented
14
Filing jurisdictions
48 hrs
Technical response time

What partnership includes

Built for firms whose clients ask questions they cannot yet answer.

Investment migration sits awkwardly between legal, tax and wealth advisory. Rather than hire into it, most firms are better served by a specialist bench they can call on.
01

Co-advisory, not referral roulette

You retain the client relationship. We provide the technical file, the licensed filing capability and the jurisdiction judgement, under your name if you prefer.

02

Programme intelligence

Quarterly briefings on threshold movements, due diligence changes and legislative risk across every jurisdiction we advise on, with the Caribbean five covered file by file rather than in summary.

03

Compliance templates

Source of wealth frameworks, document checklists and risk-assessment templates that survive scrutiny from programme units and your own compliance function.

04

Technical training

Accredited sessions for your team covering programme mechanics, dependency rules, tax interaction and the questions clients actually ask.

05

Transparent economics

Fee splits agreed in writing before any introduction, with no adjustment after the fact and no undisclosed developer commissions in the chain.

06

White-labelled materials

Client-facing comparisons and proposals issued under your brand, prepared to the standard your clients already expect from you.

Who joins the network

Regulated firms, selectively admitted.

Certification requires a regulated status, a compliance function we can work with, and a client base for whom this advice is genuinely relevant. We admit a limited number of partners per market.
  • Private banks and wealth managers
  • Law firms and tax practices
  • Single and multi-family offices
  • Real estate and fund distributors
  • Corporate service providers
  • Immigration and relocation consultancies

How it works

Three steps from introduction to instruction.

  1. 01

    Certification

    A short due diligence exchange, a technical briefing for your team and a written co-advisory agreement.

  2. 02

    Client introduction

    You introduce the client and remain in every meeting. We prepare the comparison and the compliance file.

  3. 03

    Filing and stewardship

    We file through licensed local counsel, then hand back an annual review pack in your name.

Partner desk

Certification takes a fortnight. The first mandate usually follows within a month.

Speak with the partner desk about coverage in your market and the terms of co-advisory.

Direct lines

London office

+44 20 3901 7742