Sophisticated Families Diversify More Than Investments

Secure A Second Residency Or Passport Before You Need One

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Private citizenship and residency advisory for globally minded families seeking greater freedom, security, and global access

Latitude · Private Client Application

PRIVATE CLIENT QUESTIONNAIRE

Apply for a private consultation.

Answer a few questions and you'll be directed to book a private call or in-person consultation, where we walk through every option together and build a shortlist around your situation.

Investment Migration

Council Certified Advisor

7,500+

Clients Placed

12

Global Offices

12

Years in Operation

Personal Information

01 / 06

First Name *

Last Name *

Email *

Confirm Email *

Email addresses do not match.

Phone

Preferred Contact Method

Phone Call or text Email Written follow-up

Programs of Interest

02 / 06

Select all that apply. If you would rather have a recommendation, leave "Not sure yet" selected.

Not sure yet Prefer advisor recommendation Portugal Golden VisaEU Residence Greece Golden VisaEU Residence Italy Investor VisaEU Residence Cyprus Permanent ResidenceEU Permanent Residence MaltaEU Permanent Residence, EU Citizenship Austria Citizenship by MeritEU Citizenship New Zealand Active Investor PlusOECD Residence UAE Golden Visa10-Year Gulf Residence Türkiye CitizenshipCitizenship Argentina Citizenship by InvestmentG20 Citizenship Cayman IslandsResidence Antigua and BarbudaCaribbean Citizenship GrenadaCaribbean Citizenship St. LuciaCaribbean Citizenship NauruPacific Citizenship DominicaCaribbean Citizenship St. Kitts and NevisCaribbean Citizenship

Program Preferences

03 / 06

Helps narrow the right route within your chosen program. Choose one.

Property-Based OptionsReal estate route Fund RoutesRegulated fund subscription Interested in BothOpen to either structure

Desired Timeline

04 / 06

Choose one.

ExploratoryNo fixed timeline Active nowNext 90 days 6 to 12 monthsPlanning window 1 year or moreLonger horizon

Capital Confirmation

05 / 06

Optional, and the single most useful answer you can give us. Every program requires meeting its minimum in available funds, not future income. Choose one.

Yes, I have liquid capital availableCash, securities, self-directed 401k or IRA, or other liquid assets. Not yet, but I have an exit or liquidity event comingBusiness sale, inheritance, or other liquidity event expected within 12 months. We can sequence the planning ahead of the event. No, not at this timeNo liquid capital or qualifying retirement funds currently available, and no upcoming liquidity event.

Additional Context

06 / 06

Anything else worth flagging before your file reaches me directly.

Notes

All information is reviewed under strict confidentiality. Response within 48 hours.

What You Get From Your Private Strategy Call

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A clear, high-level review of your global mobility goals, available pathways, and next best step.

Residency Pathway Review

Understand which residency options may fit your goals.

Citizenship Program Guidance

Explore second passport routes aligned with your capital.

Capital Requirement Clarity

Know what minimum investment levels apply.

Family Protection Planning

Evaluate options for healthcare, schooling, and security.

Tax-Aware Direction

Discuss key cross-border considerations before moving forward.

Confident Next Step

Leave with clarity on whether to proceed.

Global Mobility Guidance You Can Trust

✔ 130+ countries experienced
✔ Tri-citizenship perspective
✔ Denver office leader
✔ International real estate investor
✔ HNW client experience

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A Smarter Way to Simplify Your Finances

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Clear Path, Not Guesswork

Understand which programs may actually fit.

Built For Serious Capital

Designed for qualified investors and families.

Private Strategic Guidance

No pressure. Just informed direction.

Optionality Before Urgency

Plan before circumstances force decisions.

Heidi Finn

STRATEGIC PARTNER · PRINCIPAL, DENVER

3060 Larimer St., Denver, Colorado 80205 USA

mobile: +1 (720) 300 0330

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