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Investment Immigration Approval Cases

Achieve a win-win of wealth appreciation and identity freedom with global asset allocation.
(For privacy protection, all cases have been anonymized, and core business data has been desensitized)

Investment ImmigrationPortugal

UAE Trade Tycoon Secures European Golden Visa via €500k Portuguese Fund

👤 Client Background & Pain Points

Mr. Al-Fayed runs a chain trade business in Dubai and possesses substantial investable assets. Due to a busy schedule, he could not meet long-term residency requirements, and urgently needed to plan top-tier international school education paths in Europe for his two school-aged children.

💡 Solution Design & Breakthrough

After strict screening of underlying assets, our legal team structured a low-risk €500,000 compliant fund in Portugal. This not only satisfied the low "immigration jail" requirement of just 7 days of residency per year, but fund dividends are also exempt from Portuguese personal income tax.

🏆 Final Result

From compliant outbound fund transfer to the approval of the residency card took only 11 months, and his children successfully enrolled in a top British international school in Lisbon.

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Investment ImmigrationSpain

Brazilian Farm Owner Achieves Hedge and Retirement Planning via €500k Spanish Real Estate

👤 Client Background & Pain Points

Diego R. operates a large farm in South America. Facing persistent inflation and currency depreciation in Latin America, he urgently needed to transfer assets into hard currency while securing a safe European haven for his entire family.

💡 Solution Design & Breakthrough

Through remote virtual viewings, he selected a €550,000 high-end apartment with an existing lease in a prime neighborhood of Madrid. It generates stable Euro rental income to combat inflation, and the program requires no language, education, or strict Source of Funds (SOF) explanations.

🏆 Final Result

Property transfer and title registration were completed within 3 months, followed by an expedited approval of the Spanish Type D Visa and residency cards for the whole family in just 1 month.

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Investment ImmigrationHong Kong SAR

US-Listed Company Controller in Greater China Obtains HK Residency via HK$30M CIES

👤 Client Background & Pain Points

Mr. Zeng recently successfully listed his company on the US stock market, holding substantial offshore funds. Facing global CRS tax transparency, he urgently needed a new family asset base in a jurisdiction with low tax rates and offshore exemptions.

💡 Solution Design & Breakthrough

We immediately utilized the Hong Kong New Capital Investment Entrant Scheme (CIES) to invest his HK$30 million into compliant Hong Kong financial products and tech funds, perfectly bypassing the highly competitive talent-based points systems.

🏆 Final Result

Handled entirely via a VIP green channel with no Requests for Evidence (RFE) after submission, obtaining Hong Kong resident status in just 6 months.

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