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PassportFolio Advisory

A PassportFolio designed around your family.

We design two rows: mobility asset options where every option has a job, and the local services that make them usable.

Then we review it every six months as the rules and your life change.

You insure your home. You diversify your investments. What's protecting your future in America?

Every option has a job

A list of good countries isn't a plan. We pick options that do different jobs, in different places, on different ways of qualifying. Every design passes six checks.

Four countries on one line labelled same job. The line is cut, and each country moves onto its own basis: income, business, investment and ancestry.
Every option in a different country

One government's decision never touches two of your options.

Doors in the parts of the world you choose

Europe, the Americas, Asia: as many as you ask for.

Something usable soon, something that lasts

A fast way out now, a citizenship for later.

More than one way of qualifying

Pension, work, savings, investment, family history: never all on one.

Everyone covered, no one ages out

We check each program's age limit against your children's birth years.

Within your budget

Required investments stay within the amount you name.

Three examples

Real mobility assets at today's prices, and the one thing a designer catches that a list of countries would miss.

Loading live option prices.

Sample design

Retire abroad

A couple, 64 and 61, $5,200 a month from pensions and Social Security, $150,000 they could put toward it and more in savings, Europe first.

Row 1 · Mobility asset options

  • A place to retirePortugalPT-IMVD7 residence permit
    Not available
  • A fast way out, no time requiredPanamaPA-IMV4Pensioner permanent residence
    Not available
  • A door in AsiaMalaysiaMY-IMVMalaysia My Second Home
    Not available
  • A second way of qualifyingSerbiaRS-RBIResidence for investors
    Not available

Row 2 · Local services · free to add

Foreign bankingRevolut
Global health insuranceChubb
e-Residency companyEstonia
Options at today's pricesNot available

What the design catches: three of the four rest on the same pension. Serbia qualifies on an investment instead, so one change to pension rules can't close every door.

Sample design

Plan B

A 46-year-old professional in New York who works remotely, $250,000 he could put toward it, no plan to move.

Row 1 · Mobility asset options

  • A citizenship for the long termParaguayPY-RBIInvestor permanent residence
    Not available
  • A fast way out near homeMexicoMX-IMVTemporary resident visa
    Not available
  • A door in EuropeSpainES-DNVDigital nomad visa
    Not available
  • A door in AsiaKazakhstanKZ-DNVNeo Nomad visa
    Not available

Row 2 · Local services · free to add

Foreign bankingRevolut
Global health insuranceChubb
e-Residency companyEstonia
Options at today's pricesNot available

What the design catches: two options rest on his remote job. Paraguay and Mexico qualify on an investment and savings, so losing the job doesn't close every door.

Sample design

A family of four

Parents 45 and 43, children 17 and 13, a grandmother born in Ireland, one parent runs a business, $400,000 they could put toward it.

Row 1 · Mobility asset options

  • Citizenship through familyIrelandIE-CBDChecked with Heritage Passport
    Not available
  • A door for the childrenPortugalPT-RBIGolden residence permit
    Not available
  • A fast way out near homeDominican RepublicDO-IMVRentista visa
    Not available
  • A base for the businessNetherlandsNL-AIVDutch American Friendship Treaty
    Not available

Row 2 · Local services · free to add

Foreign bankingRevolut
Global health insuranceChubb
e-Residency companyEstonia
Options at today's pricesNot available

What the design catches: Hungary's golden visa covers children only to 18, so the 17-year-old would age out within a year. Portugal's covers them to 26.

Prices from the live catalog. Each option is bought separately at its live price. Government fees, investments and provider fees are separate.

Local services in every PassportFolio

An option you can't live on isn't a way out. Every design has two rows: your mobility asset options, and three local services picked from our providers. Free to add; you activate each now or later.

Foreign banking

Pay and get paid outside the U.S. before you need to.

Free to add
Global health insurance

Cover each country accepts when you apply.

Free to add
An e-Residency company

An EU company you run online. It doesn't give you the right to live in Estonia.

Free to add

We never charge you to pick a provider. Their own fees apply when you activate.

How it works

  1. 1Design brief

    About 20 to 25 questions. See your top five at the end.

    Free
  2. 2Retainer

    Books your kickoff call.

    $500
  3. 3Kickoff call

    With you and your family.

  4. 4Go ahead$2,000
  5. 5Your design plan

    Within 3 days of the call.

    Within 3 days
  6. 6Rebalance review

    Every six months. Cancel anytime.

    $500

The $500 retainer books your kickoff call and counts toward your $2,500 design fee. It's non-refundable.

Pricing

One fee to design it. A smaller one to keep it current.

Start your free design brief
PassportFolio Advisory prices
DesignThe $500 retainer books your kickoff call and counts toward your $2,500 design fee. It's non-refundable. $2,000 after the call if you go ahead. Your design plan within 3 days of the call.$2,500
Rebalance reviewEvery six months, starting six months after you confirm. Cancel anytime.$500
First yearThe design plus two reviews.$3,500
Mobility asset optionsNot included in the design. Bought separately, at each option's live price, when you're ready.Live price
Local services: foreign banking, global health insurance, e-Residency companyPicked from our providers. Their own fees apply when you activate.Free

The $500 retainer books your kickoff call and counts toward your $2,500 design fee. It's non-refundable. Government fees and investments are separate.

Explore and Mobility Match are free. Your results and planning tools need CitizensOS access: $20/month, $200/year, or $250 lifetime. Mobility asset options are bought separately.

Questions

What do we get?

A written design plan: the options we'd pick, the job each one does, who in your family each covers, where they share a weak spot, what to do first, and your local services: foreign banking, global health insurance and an e-Residency company. Delivered within 3 days of your kickoff call.

Does the $2,500 include the options?

No. It pays for the design. You buy each option yourself, at its live price, when you're ready.

What does the $500 retainer do?

The $500 retainer books your kickoff call and counts toward your $2,500 design fee. It's non-refundable.

Do we pay for the local services?

Not to us. Picking a provider is free. The provider's own fees apply when you activate.

What happens in a rebalance review?

Every six months we check your PassportFolio against program changes and your family's changes, and tell you what to keep, add or drop.

Can we stop the reviews?

Yes, anytime.

Will our family history be checked?

If a parent or grandparent was born in another country, Heritage Passport checks whether your family can claim citizenship.

Does this get us residency or citizenship?

No. Each government decides every application. We design and prepare; you decide if and when to apply.

Start your free design brief

Answer the questions and see your top five before you pay anything.

Start your free design brief