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Citizenship360 Private Office
The Private Office for Internationally Mobile Families
Citizenship and residency are the beginning. What follows determines whether they deliver: where you are taxed, how your wealth moves, what must be filed and renewed, and how your family’s position develops over decades. The Private Office carries all of it, with the same advisory team that secured your programme.
Governance, Not Concierge
This is not a lifestyle service. It is the disciplined management of your family’s cross-border position: where you are resident, where you are taxed, what you must file, what expires and when, and how your next decision should be structured. One relationship, one point of contact, nothing left to chase.
Pillar One
Establishment
Properly established in your new country, from day one. We register your tax residency and secure the certificates that matter, from Portugal’s IFICI regime to UAE tax residency certificates. We open personal and private banking relationships, form companies with genuine substance, align cross-border wills and estate plans, arrange insurance, and source and manage investment property through our in-house real estate service. Specialists in every jurisdiction, one desk coordinating them all.
Tax at the Centre
Liquidity Events, Planned Before They Happen
The sale of a company. A significant disposal. An inheritance. The outcome of the largest tax events of your life is decided before they happen, not after. We plan residence, timing and structure with specialist tax counsel: sequencing a move to Portugal or the UAE ahead of an exit, coordinating filing obligations for American families, and settling holding structures before contracts are signed. Planned in calm, not urgency.
Pillar Two
Stewardship, for Life
Your status, maintained without you ever chasing a deadline. Portugal golden visa renewals and the citizenship application at year five. UAE visa renewals and Emirates ID. Caribbean passport renewals handled from our Dubai office. Every date sits in a managed compliance calendar, physical presence is monitored towards naturalisation, newborns and spouses are added as your family grows, and your next programme is planned as rules and circumstances change.
The Centrepiece
The Annual Status Review
The centrepiece of membership. Once a year we sit down with you and work through a standing agenda: passports and permits, residence days, tax exposure in each jurisdiction, filings, upcoming renewals, and what changing rules mean for your options. You leave with a written summary and clear recommendations for the year ahead. The discipline of a portfolio review, applied to your family’s cross-border position.
How Membership Works
01
Included from day one
Every new Citizenship360 client receives their first year of Private Office membership with their programme.
02
An annual membership
Membership covers the full Stewardship pillar, including the Annual Status Review, renewed yearly.
03
Engagements as needed
Establishment and liquidity event work is scoped individually. Government costs are quoted exactly, and professional fees are agreed before any work begins.
How We Work
You hold one relationship: a Private Client Director who knows your family’s position in detail. Behind them sits the same vetted network that delivers our citizenship, residency, tax and real estate work: tax counsel, lawyers, fiduciaries and bankers in each jurisdiction we cover, selected by us and accountable to us. We arrange, we manage, and you are never left to chase. The Private Office serves a deliberately limited number of member families, and discretion is absolute.
The Private Office Brochure
A concise introduction to the Private Office: the two pillars, liquidity event planning, the Annual Status Review and how membership works. Enter your details and your copy will be available immediately.
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