Creating Optionality with Global Residence and Citizenship Programs with Basil Mohr-Elzeki

Today, I am pleased to welcome Basil Mohr-Elzeki, Managing Partner & Head of the Americas for Henley & Partners, the global leader in residence and citizenship by investment. Basil travels extensively throughout the Americas, providing strategic direction and expert insights to staff, ensuring they deliver exceptional advice to clients on residence and citizenship by investment programs. As a recognized subject matter expert in investment migration, he regularly contributes to his firm’s thought-leading publications and is frequently interviewed by top media outlets.

Basil starts by offering a quick background on the residence and citizenship by investment space and the various programs that have emerged over the past decade. He then outlines the most prominent trends he sees in the migration of wealthy individuals and their capital, providing an account of which countries’ visa programs are rising in demand, and where this demand is primarily coming from.

Basil offers some of the practical strategies he recommends to UHNW families and individuals who are interested in exploring global residence or citizenship programs, including how to prepare for the process and what pitfalls to avoid.

Basil then turns his attention to the trusted advisors who are supporting wealthy families and are helping them with tax and estate planning, investment management, and all the other aspects of their complex family enterprises, sharing his tips for family wealth advisors whose clients are thinking about or pursuing various global visa programs.

Do not miss this highly topical and informative conversation with one of the leading experts on global wealth migration and investment residency and citizenship programs around the world.