For many high-net-worth clients, a second residency or passport is more than a status symbol — it’s a strategic asset. Summit’s Residency and Citizenship by Investment service secures legal residency or citizenship in desirable countries through approved investment programs. This pathway provides enhanced global mobility and financial planning options. Wealthy individuals often seek new citizenship for the visa-free travel it affords. As one advisor notes, “a second citizenship can provide access to a broader range of countries without the need for a visa”​stepglobalgroup.com. Whether you wish to conduct business more freely, ensure secure escape options, or simply enjoy greater lifestyle choices, Summit helps you navigate the leading programs worldwide.

Key Benefits

• Global Mobility: Obtain visa-free or simplified visa access to numerous countries. For example, Caribbean and EU programs allow passport holders entry to scores of nations. Clients can gain the “ability to travel visa-free” to top destinations, depending on the citizenship granted​stepglobalgroup.com​stepglobalgroup.com.

• Economic Advantages: Many programs come with tax perks and investment diversification. Some jurisdictions offer favorable tax treatment to new residents or citizens. Additionally, investing in stable economies (such as European real estate or bond funds) can preserve wealth and open new business opportunities.

• Security & Stability: A second passport provides a safety net. In a volatile world, the “ability to live in countries with more stable political/social climates” ensures personal security​stepglobalgroup.com. It also creates a legacy plan: future generations often inherit the additional citizenship status.

• Investment Opportunities: Some programs (like the U.S. EB-5 or EU Golden Visas) enable participation in exclusive investment projects. These can yield attractive returns while meeting residency requirements.

Immigration

• Panama Reforestation Visa

• Panama Private Income Retiree Visa

• Panama Self Solvency Visa

• Panama Friendly Nations Visa

Summit’s Guidance and Support

Summit offers end-to-end assistance in investment migration. We begin by evaluating programs that fit your goals — for instance, Malta’s citizenship scheme, Portugal’s Golden Visa, the U.S. EB-5 investor visa, or Caribbean citizenship passports​. We explain the nuances: minimum investments, real estate options, job creation requirements, and timeline. Once a program is selected, Summit manages the complex application process. This includes liaising with governments, completing due diligence (important for AML compliance), and optimizing the structure of your investment. Crucially, we integrate residency planning with your broader strategy: coordinating the new tax residence (if any) and updating your estate plan to reflect multiple jurisdictions. Clients benefit from Summit’s global network — we have contacts with trusted immigration firms, banks, and legal experts in popular destinations. With Summit by your side, you gain new citizenship or residency efficiently, gaining the full spectrum of benefits it offers​.

Ideal Clients

Summit’s Residency & Citizenship by Investment service is tailored for:

• Entrepreneurs and Investors: Seeking the freedom to move capital and people across borders with minimal friction.

• Families: Wanting flexible education or healthcare options for children, or a secure backup plan for political/economic instability.

• Retirees and Global Nomads: Desiring high quality of life and hassle-free travel in multiple countries.

Summit’s advisors ensure you make an informed, strategic choice of program. By aligning immigration solutions with your tax and investment plans, we turn residency or citizenship into a powerful tool for global living and wealth management