Your clients are thinking globally.
Be ready with a plan.
Retiring abroad. A backup home. An international family. When clients ask what comes next, give them a clear place to begin. CitizensOS builds the plan. You stay in the conversation.
Your clients are already
asking the big questions.
You don't need to become an immigration expert. You need a credible way to help clients understand their possibilities, decisions and next steps.
Where could we retire, what would it cost, and what would we need to do first?
CitizensOS helps turn a vague possibility into a structured conversation about destinations, options and next steps.
A map first.
A plan to review together.
Clients complete Mobility Match themselves. Their Global Access Map shows where their answers lead. With access, they get a report you can discuss together. Purchased options appear in their PassportFolio Statement.
You guide the conversation.
The client owns the plan.
You introduce
CitizensOS.
Refer a client, or provide access through your firm's plan.
The client
answers.
They complete Mobility Match and control what to share.
You review
together.
Explore the report, options and next steps in one conversation.
The client
decides.
They choose and pay for any mobility assets directly.
Trust & Will helped bring estate planning into the advisor's toolkit. CitizensOS brings international mobility planning into the conversation.
This is a comparison of planning conversations, not a partnership or endorsement.
Give clients a structured way to explore residency and citizenship options, build a PassportFolio, and share a plan you can review together. The plan belongs to the client. They choose what you see.
The seven steps you already follow.
A financial plan moves from understanding the client to monitoring the plan. PassportFolio follows the same seven steps, from Mobility Match to a regular review.
Refer a client.
Or provide access.
Start free, or give client households access through your practice. Clients purchase their own mobility assets directly on CitizensOS.
Refer
FreeClients buy their own accessYour link brings clients to CitizensOS. You can follow progress when they choose to share it.
Practice
$2,500 / year25 households per advisorProvide access, follow shared client plans, and use co-branded quarterly statements.
Concierge
$5,000 / year50 households per advisorPractice access, white-label statements, and CitizensOS specialists on up to 10 client review calls a year.
Clients pay for their own mobility assets. A guided review is a separate $250 service unless it is included in Concierge.
