Portfolio and Domicile Diversification

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Why is this service needed?

Globalisation has blurred all boundaries. Ideas flow across borders as if they don’t exist. Meanwhile, phenomena like global climate change and the pandemic have demonstrated that all of us must shift from a national to a global identity. Today’s UHNWI has a greater opportunity and responsibility to become more fluidic in their thinking and actions. And they need passports and portfolios that mirror this fluidit.

That’s why a growing number of UHNWIs are now seeking Residence-by-Investment and Citizenship-by-Investment advisory services. They are realising that having a single alternative residence or citizenship is no longer sufficient. What they need are mechanisms to protect them from cascading volatility. They can attain this safe space by diversifying both their investments and their domiciles across the world.

By participating in various national investment migration programs – which are linked to residency options – UHNWIs not only get diversified domiciles for the entire family, they also get the added benefit of spreading investment risks across geographies. No matter which part of the world is experiencing social, political or economic upheaval, only a small part of their portfolios will report losses. This is the ultimate form of futureproofing that UHNWI families can enjoy.

Benefits in a nutshell

  • Acts like a comprehensive insurance policy against global vagaries.
  • Greater education and upskilling opportunities for the next generation.
  • Access to the best healthcare for all the generations.
  • Earlier exposures to the best market opportunities in every part of the world.
  • Tax Efficiency – when investments are strategically planned.
  • Deeper exploration of leisure and lifestyle opportunities offered by the planet, partly owing to the newfound ability to travel spontaneously, anywhere, anytime.

Overall, this offers the best chance to preserve the family’s legacy for as long as possible.

Our Offerings

Plan and implement diversification of portfolios, aligned with the approach described below

Create family-specific alternative domiciles

Approach

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  • Study current and imminent needs of all members of the family and map them to apt domicile needs.
  • Invest in apt investment migration programs – aligned with the needs of the family.
  • Collaborate with expert partners in each target geography to:
    • Plan and implement investment strategies.
    • Fast-track domicile processes.

Through this service, the MFO offers redefines the term “upwardly mobile.”

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