The complete client journey.
From the first conversation to years after approval — every stage, who does what, and where our role ends and the government's begins.
The journey
Ten stages, one team
From the first conversation to the years after approval: five stages that build the plan, then five that carry it through the application and beyond.
Start With Goals
What you want to achieve, who moves with you, budget, timeline and constraints — before any country is named.
Eligibility and Initial Review
Profile pre-screening against the shortlisted programs: source-of-funds readiness, family structure, background factors. Problems surface here, not after money moves.
Program / Jurisdiction Comparison
Two or three programs compared honestly, trade-offs stated. You see why each appeared and what disqualifies the rest.
Strategy and Sequencing
One program, or a Plan A, B and C across years. What happens first, what waits, and which decisions can be deferred safely.
Engagement and Preparation
Scope, full cost picture and timeline in writing. Document collection begins — coordinated by your case team, tracked in the Client Portal.
Independent Professional Coordination
Your team coordinates the licensed local professionals responsible for jurisdiction-specific advice and application execution.
Application Execution
Filing, biometrics scheduling, government correspondence and status tracking. You see milestone progress in the Portal — never raw paperwork chaos.
Client Portal and Communication
Your case team remains your point of contact for requirements, updates and next steps throughout the engagement.
Government Decision Boundary
Review and decision rest entirely with the authorities. We track, respond and keep you informed — we do not decide or guarantee. Anyone who guarantees approval is describing a different business.
Completion and Ongoing Review
Passports or permits in hand, registrations done, renewals calendared. Policy monitoring and scheduled reviews keep the strategy current as rules and life change.
Before you start
Common questions
Short answers on the Client Portal, who files your application and what happens if your situation changes along the way.
Case status, milestone progress, application requirement statuses, updates and appointments. Documents themselves are handled directly and securely by the case team — the Portal never stores them.
The professional the law designates: an authorized agent or licensed counsel in the jurisdiction. Wealthy Expat coordinates them and stays accountable to you for the whole process.
Strategies are built with decision points. A change in family, business or policy triggers a review — sometimes a re-sequencing, occasionally a program switch before commitment.
Stage one
Start at stage one.
Stage one is a conversation about what you want to achieve, who moves with you, your budget and your timeline, before any country is named.
- Goals before countries
- An honest eligibility review
- Two or three programs, compared