The Golden Quarter Show with Lorena Jimenez
By CIVITAS POST
CIVITAS POST's mission is to build a platform where advisers to high-net-worth individuals connect, expand their global reach, and generate new business opportunities
W: www.civitaspost.com
The Golden Quarter Show with Lorena JimenezNov 29, 2023
S2.E9. Portugal's Changing Investment Migration Landscape : A Conversation with Susana Yang at The Golden Portugal
The Golden Portugal is your trusted service provider for Residency by Investment in the EU. Whether you seek a second passport, or a change of scenery, we are here to guide you through the process of securing residency through various investment routes. www.thegoldenportugal.com
Susana Yang is a dynamic entrepreneur who has built her career over the decades working for multinational corporations such as Bank of America, Merrill Lynch, Banco Nacional Ultramarino (a subsidiary of Portugal’s largest bank, Caixa Geral de Depósitos), Standard Chartered Bank, Hang Seng Bank, and Huawei. Over five years ago she took the entrepreneurial route and launched her investment migration firm - The Golden Portugal. Susana holds a B.A. from the University of Toronto and an MBA from the Hong Kong University of Science and Technology and has achieved the CFA Level III.
We welcomed Susan Yang, Founder and MD of The Golden Portugal
🎙️ Key Takeaways from our conversation include:
1. The latest developments on the changes in Portugal in terms of the Portugal Golden Visa and the termination of the direct real estate investment route
2. What the appetite is like for the newly restructured Portugal Golden Visa
3. Why Portugal still retains its lure as the winning European residence by investment solution
4. The growth and expansion plans of The Golden Portugal in 2024
Read more about The Golden Portugal on The Washington Times https://www.washingtontimes.com/news/2022/feb/9/the-specialists-of-portugals-golden-visa-program/ our conversation was initially recorded in October '23.
To get in touch with our guest Susana Yang to discuss any investment migration advisory or other Portugal Golden Visa matters you can email
info@thegoldenportugal.com NOTE: Portugal has recently announced more changes to its citizenship and residence by investment regulations. Listeners are advised to avail sound legal and fiscal guidance on any potential residency programs to ensure they are the latest and most accurate available.
S2.E8. The Closure of the Irish Immigrant Investor Program: A Conversation with Val O'Brien at Black Lion Ireland
Black Lion is dedicated to helping create wealth and long term value for its stakeholders, it assists with evaluating and assessing potential investment options and targets for those foreign investors looking at Ireland, through several routes including the Irish Immigrant Investor Programme. Val has over 14 years’ experience in financial consulting, management, and advisory roles within a wide range of sectors and has advised on a number of valuations, due diligence, restructuring and strategic growth projects. Recently, Val has played key consulting roles for transactions that include the sale of a Central Bank regulated company for a sales price in excess of €50 million and the listing of an Irish based exploration company on the Main Market of the London Stock Exchange. Val is a Chartered Accountant and holds a Bachelor of Science Degree (Economics & Finance) from University College Dublin.
We welcome Val 'O Brien, Director at Black Lion Ireland.
🎙️ Key Takeaways from our conversation include:
1. The latest developments on the European Union's clamp down on residency by investment programs
2. How the Irish Investor Immigrant Program closure will unfold, the endowment option, and enterprise option
3. The less utilized immigration options for those exploring Ireland
4. A case study of an Asian client relocating to Ireland under the IIP.
Read more about BLACK LION IRELAND on The Washington Times https://www.washingtontimes.com/news/2023/feb/5/evaluating-investments-that-qualify-for-irish-resi/ our conversation was initially recorded in March '23. To get in touch with our guest Val 'O Brien to discuss any investment migration advisory, investment, or other Irish investment queries you can email info@blacklionireland.ie NOTE: Ireland's Irish Immigrant Investor Program is being wound down, listeners are advised to avail sound legal and fiscal guidance on any potential residency programs to ensure they are the latest available.
S2.E7. Switzerland the Ideal Wealth Hub: A Conversation with Rita Lysenko at TIMES MANAGEMENT
Times Management (‘TM’), is above all things a ‘problem solver’, it offers a full spectrum of services to high-net-worth individuals including relocation and corporate and tax structuring services, as well as lifestyle management services, real estate and private equity investment scouting. Rita has extensive experience working with affluent individuals, supporting them in all matters from corporate structuring to private client matters. She assists families interested in making a move to Switzerland or investing in fine art, real estate, or any other asset class supported by a network of world-class associates.
We welcome Rita Lysenko, Director at Times Management.
🎙️ Key Takeaways from our conversation include:
1. What led Rita to launch Times Management
2. Why Switzerland is the go-to for the well to-do citizen
3. Regulation and compliance and why its important to work with the right service providers
4. Case studies of clients who've been supported in critical moments led by TM's expert advice
Read more about TIMES MANAGEMENT on The Washington Times https://www.washingtontimes.com/news/2022/oct/3/times-management-brings-together-global-expertise-/ our conversation was initially recorded in December '22. To get in touch with our guest Rita Lysenko to discuss any investment migration advisory, wealth or tax structuring queries you can email info@times-management.ch
NOTE: Listeners are advised to avail sound legal and fiscal guidance on any potential wealth management to ensure they are the latest available.
S2.E6. Why relocating to Portugal is the right choice: A Conversation with Pieter van Nuenen at The Portugal Company
The Portugal Company specialize in expat relocations, and have over 20 years of experience in the Portuguese real estate market. Whether you have decided to relocate but would like guidance in determining what part of Portugal (or even what neighborhood in a given city!) might best suit your family’s needs or whether you need expert guidance from a local to navigate the Portuguese real estate market, or if you’ve identified a property and would like someone to represent you in negotiations, we can help.
We welcome Pieter van Nuenen, Director at the Portugal Company
🎙️ Key Takeaways from our conversation include:
1. What led to the launch of The Portugal Company - founders story 2. Developments in the Portugal Golden Visa sphere
3. The different regions, options, and real estate targets for foreign investors
4. An outlook on the Portuguese market and what lies ahead
Read more about The Portugal Company on The Washington Times https://www.washingtontimes.com/news/2022/feb/9/guiding-us-citizens-to-invest-and-relocate-to-port/ our conversation was initially recorded in August '22.
To get in touch with our guest Pieter van Nuenen to discuss any investment migration advisory, real estate or expat relocation queries you can email support@theportugalcompany.com
NOTE: Listeners are advised to avail sound legal and fiscal guidance on any potential investment.
S2.E5. Real Estate investments and Relocations to Portugal: A Conversation with Nelleke Bos at Splendour
Relocationel (Splendour Luxury Group) in Portugal offer Real Estate, Relocation, Design and Lifestyle management all under one hub. They cover a full range of services from sourcing luxury real estate to travel assistance with luxury hotels, private car, plane or yacht travel and bespoke art investments. Nelleke Bos has been spearheading the group's efforts to ensure that clients can rely on a full spectrum of solutions, all under one roof.
We welcome Nelleke Bos, CEO at Relocationel (Splendour Luxury Group) 🎙️ Key Takeaways from our conversation include:
1. The motivations to launch the business and passion for Portugal
2. Why wealth individuals are interested in the Portuguese real estate market
3. The luxury lifestyle Portugal offers and how Ms Bos supports with a full spectrum of investment, advisory, relocation and concierge services
4. Case studies of families relocating and their key family and investment considerations.
5. What lies ahead for the company in the coming years
Read more about SPLENDOUR LUXURY GROUP on The Washington Times https://www.washingtontimes.com/news/2022/feb/9/relocationel-offers-premium-and-complete-relocatio/ our conversation was initially recorded in September '22. To get in touch with our guest Nelleke Bos to discuss any investment migration advisory, real estate, or other Portugal investment queries you can email info@splendourluxurygroup.com NOTE: Listeners are advised to avail sound legal and fiscal guidance on any potential residency programs to ensure they are the latest available.
S2.E4. A One-Stop Shop for Investors and Expats in Portugal: A Conversation with Frederico Gouveia MP at NEWCO
NEWCO is a one-stop shop for investors and expatriates in Portugal, it has more than 30 years’ experience helping investors and expatriates in a range of services for Residence by Investment, Digital Nomad Visas, real estate investment, corporate services and consulting services.
Frederico Gouveia e Silva is NEWCO’s Managing Partner, overseeing the executive management of the company, as well as spearheading the business development of new markets. He holds a Bachelor's Degree in Economics from the Universidade Nova de Lisboa (New Lisbon University) and has taken various postgraduate courses in Taxation and in Accounting, as a result of which he is a qualified tax consultant and chartered accountant. He has also been the chairman of the Bureau of the International Business Centre of Madeira (CINM) at the Madeira Chamber of Commerce and Industry (ACIF-CCM) and Vice-President of the Association of Professionals of the International Business Centre of Madeira (APCINM). Additionally, he is member of the International Fiscal Association (IFA).
We welcome Frederico Gouveia, Managing Partner at NEWCO.
🎙️ Key Takeaways from our conversation include:
1. The wide range of services NEWCO offers in Portugal from corporate services, to relocation, tax and concierge services
2. The driving motivation behind Portugal's lure from American and international investors, which go far beyond the Madeira tax incentives and the Non Habitual Tax Residence regime
3. How NEWCO supports clients not only in their relocation or temporary residence but with all the ongoing compliance, company setup, real estate, and tax matters
4. The reason why NEWCO is the go-to for expats and investors is their long-standing experience and multi-disciplinary team
Read more about NEWCO on CP- www.civitaspost.com our conversation was initially recorded in September '22. To get in touch with our guest Frederico Gouveia to explore Portuguese company formation, relocation, tax, compliance or advisory services you can email info@newco.pro
NOTE: Portugal's Golden Visa is under contentious public debate with its closure impending, listeners are advised to avail sound legal and fiscal guidance on any potential residency programs to ensure they are the latest available.
S2. E3. A Holistic Approach to Advising Clients on Corporate, Private Wealth and Immigration Matters : A Conversation with Shelley Wren of Sovereign Group
Sovereign has a presence in over 20 countries, they offer corporate, private client and retirement planning services and serve corporates, private investors, HNWIs and their families globally.
Shelley Wren, Head of Business Development at Sovereign, has over thirty years’ experience in investment advisory working with high net worth investors. Shelley works closely with Sovereign’s Wealth Management and Retirement Planning teams and is able to make recommendations according to clients’ needs and objectives to guide them through the complexities of acquiring international investment property, of using trusts, foundations, funds and companies worldwide, to structure, develop and maintain individuals’ assets for secure wealth succession planning. In addition, and working with the Sovereign Portugal team, Shelley can advise clients on their Non Habitual Resident and Golden Visa applications to ensure maximum tax benefits for their clients.
We welcome Shelley Wren, Head of Business Development at Sovereign.
🎙️ Key Takeaways from our conversation include:
1. What motivates Sovereign's clients from exploring the tax and immigration solutions in Portugal.
2. What solutions Portugal offers budding entrepreneurs.
3. Where demand is pouring in from for Portugal and why.
4. The deep understanding Sovereign has of global citizens, digital nomads, and international expats.
Read more about Sovereign Group on CP- www.civitaspost.com our conversation was initially recorded in June '22. To get in touch with our guest Shelley Wren to explore Portuguese company formation, relocation, immigration, investment or advisory services you can email shelley.wren@sovereigngroup.com or visit www.sovereigngroup.com
NOTE: Portugal's Golden Visa is under contentious public debate with its closure impending, listeners are advised to avail sound legal and fiscal guidance on any potential residency programs to ensure they are the latest available.
S2. E2 Taxes, Golden Visa Alternatives and Residency in Portugal : A Conversation with Madalena Pedreira of LVP Advogados
LVP Advogados is a law firm based in Portugal that assists international clients with their investing, residence and citizenship matters.
Madalena Pedreira is a lawyers at LVP Advogados in Portugal. She specializes in Foreigners and Nationality Law, Real Estate Law, Corporate Law, and Sports Law. Ms Pedreira completed her law degree at the University of Lisbon, before going on to study Sports Law at the University of Melbourne. She also holds a Masters in Law from the University Institute of Lisbon. Professionally she has undertaken numerous roles and has well over a decade of experience in serving corporate and HNWI clients.
We welcome Madalena Pedreira, Lawyers at LVP Advogados
🎙️ Key Takeaways from our conversation include:
1. How LVP Advogados serves its international clients and how its reluctantly but succesfully a 'one stop shop'.
2. The demand coming in most recently from the US as well as the millionaire hub - Dubai.
3. The distinctions between both the D7 and the Golden Visa and which solution fits best.
4. The tax incentives and opportunities for entrepreneurs and digital nomads in Portugal.
5. The undeniable lure of the Non Habitual Residence Regime and how its continues to magnetize HNWIs to Portugal.
Read more about LVP Advogados on CIVITAS POST - you can find out more about our conversation on www.civitaspost.com which was initially recorded in June '22.
To get in touch with our guest Madalena Pedreira to explore Portuguese immigration, investment or advisory services you can email the firm on enquiries@lvpadvogados.com or visit www.lvpadvogados.com
NOTE: Portugal's Golden Visa is under contentious public debate with its closure impending, listeners are advised to avail sound legal and fiscal guidance on any potential residency programs to ensure they are the latest available.
S2. E1 Portuguese Funds and the Golden Visa - A Conversation with Michael Maxwell of EQTY CAPITAL
EQTY Capital is a privately held real estate investment company based in Lisbon.
Michael Maxwell is the Head of Business Development at EQTY Capital and liaises with both introducers and private clients based across the globe from Switzerland to Turkey, South Africa to the UK, and the US. He built his career in the financial services sector, working in corporate services and fund management. Michael has also held various board positions in the companies he has served. He holds a Post Graduate Diploma in Business Administration from the Wits Business School in South Africa and a BA (Law and International Relations) from the University of the Witwatersrand.
We welcome Michael Maxwell, Head of Business Development at EQTY CAPITAL
🎙️ Key Takeaways from our conversation include:
1. How EQTY Capital offers value, returns, safeguards, and optionality to its clients.
2. Which markets demand is coming in from and why the current global volatility is making investing in the Portuguese Golden Visa a priority for HNWIs.
3. The pros and cons of investing in real estate vs funds for the Portuguese Golden Visa.
4. The issues and opportunities of the Portuguese real estate market.
Read more about EQTY Capital on The Washington Times
https://www.washingtontimes.com/news/2022/feb/9/portuguese-real-estate-investment-of-the-highest-s/
You can find out more about our conversation on www.civitaspost.com which was initially recorded in March '22.
To get in touch with our guest Michael Maxwell to explore Portuguese fund investments, discuss opportunities in the Portuguese market, or the Portuguese Golden Visa you can email him on hello@eqtycapital.com or visit www.eqtycapital.com
NOTE: Portugal's Golden Visa is under contentious public debate with its closure impending, listeners are advised to avail sound legal and fiscal guidance on any potential residency programs to ensure they are the latest available.
S1. E8 Digital Currencies demand by Investors and Private Clients - A Conversation with Niklas Schmidt of Wolf Theiss
We welcome Niklas Scmidt, Tax Partner Wolf Theiss
🎙️ Key Takeaways from our conversation include:
1. The growing interest of private clietns and investors in digital currencies
2. Should HNWIs be diversifying their portfolio by investing in crypto-assets
3. The Wolf Thesis’ Crypto Currency, who its for and what it delivers participants
4. Why Salvador's 'brave' approach to Bitcoin could backfire
Wolf Theiss is one of the leading law firms in Central, Eastern and South-Eastern Europe and have built their reputation on unrivalled local knowledge which is supported by strong international capabilities. You can find out more about our conversation on www.civitaspost.com which was initially recorded last summer '21.
To get in touch with our guest Niklas Schmidt to explore international tax matters, private wealth or digital currencies for HNWIs you can email him on niklas.schmidt@wolftheiss.com or visit www.wolftheiss.com
S1. E7. Portuguese Investment the Smart Way - A Conversation with Ahmet Sener of Smart Citizenship
We welcome Ahment Sener- Managing Partner Smart Citizenship
🎙️ Key Takeaways from our conversation include:
1. Why Smart Citizenship is exactly that - Smart - and how they are disrupting the industry with innovation drawn in from the US Securities Exchange
2. What to expect as the Portugal Golden Visa rules are about to change in 2022 and what lies beyond.
3. The key criteria and risk consideration for investors when choosing a fund (and its management team)
4. Which new markets demand for Portuguese real estate and funds is coming from (hint: it isn't China)
Smart Citizenship is an innovative residency and citizenship by investment company that saves investor stime and money by matching investors to the right investments. You can find out more about our conversation on www.civitaspost.com which was initially recorded in Q2 2021.
To get in touch with our guest Ahmet Sener to explore Portuguese Golden Visas, Funds or Investment opportunities you can email him on invest@smartcitizenship.com or visit www.smartcitizenship.com
NOTE: Portugal's Golden Visa is under contentious public debate with its closure impending, listeners are advised to avail sound legal and fiscal guidance on any potential residency programs to ensure they are the latest available.
S1. E6. Attracting Russian and CIS Immigrant Investors - A Conversation with Kseniya Korzun - GM of ILP Expo
We welcome Kseniya Korzun - ILP Expo - GM.
🎙️ Key Takeaways from our conversation include:
1. Why face-to face meetings are so important for closing the deal in the luxury real estate and investment migration industry.
2. The four key criteria which Russian and CIS investors seek when selecting a golden visa or residency by investment programme.
3. Some of the popular programmes that investors are opting for such as Portugal, Cyprus, Greece and also Montenegro, apart from the Caribbean programmes.
4. How the pandemic and socio-political tensions in Belarus, Ukraine, Armenia, Azerbaijan are fueling demand for second citizenships and residency by investment programmes.
Kseniya Korzun is an acknowledged real estate professional with a strong focus on hotel M&A transactions. Kseniya has extensive experience speaking at international conferences and events, including in Davos, Switzerland. General Manager of ILP Group, she advises investment funds and individual clients on a range of issues relating to hotel acquisitions, investment migration programmes, providing comprehensive guidance and support throughout the project.
ILP Expo is hosting a face-to-face event in Cyprus on the 24th and 25th August 2021 in Limassol bringing together investor immigrants from Russia, the CIS countries, India and the Middle East with advisers and lawyers, luxury real estate developers and service providers all under one roof. We discuss what investors are looking for in the investment migration programmes they select, their motivations and key considerations.
You can find out more on www.civitaspost.com and to get in touch with our guest Kseniya Korzun visit www.ilpgroup.uk.
S1. E5. Family Offices investing in Bitcoin - A Conversation with Andrew Howard on this exciting asset class for HNWIs
We welcome Andrew Howard
🎙️ Key Takeaways from our conversation include:
How the economic crisis and pandemic have highlighted the failures of central banking and how Bitcoin fits into the equation
"the last year has been a very big eye opener for basically the failures of central banking. I've seen a lot more interest in Bitcoin as a result of that, I mean, for the US government, I believe it's somewhere around 25 to 30% of all US dollars in circulation were created in the year 2020. And that's the world reserve currency. So, family offices are concerned about inflation and I think right now is a very good time for Bitcoin given that it has a finite supply of 21 million, and all fiat currencies on the planet right now, are getting very inflated."
Why it doesn't make sense for governments to ban cryptocurrencies and how they should instead embrace the future.
"So, governments banning their citizens miss out on a massive financial evolution, in my opinion, and if they embrace it, and create intelligent regulation around it.... I think that's a better option for governments really.."
Why Bitcoin is a superior cryptocurrency to the rest and why its here to stay
"No cryptocurrency comes even close to that amount of wealth and energy and capital being put into this asset class..."
After being introduced to Bitcoin at an early age in 2016, Andrew developed a passion for what this new financial revolution has to offer the world: freedom. Prior to joining Bitcoin Reserve, he worked extensively in corporate account management and business development, helping to onboard new clients while building long-term relationships. Andrew currently serves as the Chief Business Development Officer at Bitcoin Reserve. The company helps bitcoin beginners, sophisticated savers, and intelligent investors take part in the Bitcoin revolution without the complexity of traditional platforms. The support high-net worth individuals and institutions looking to buy over EUR 50,000 as well as those looking to invest lesser amounts.
We discuss how Bitcoin is becoming a lot more relevant in the portfolios of UHNWIs, why there's been a growing interest for this asset class. We look towards what could lie ahead in terms of government bans and controls over cryptocurrency.
You can find out more on www.civitaspost.com and to get in touch with our guest Andrew Howard by visiting www.bitcoinreserve.com.
S1. E4. The Maltese Residency Programme - A Conversation with Russell Baldacchino on how Malta compares to other Golden Visas in Europe
We welcome Dr. Russell Attard Baldacchino
Key Takeaways from our conversation include:
One benefit of the Malta Permanent Residence Programme in its new form include the price tag
"With the revamped Malta Permanent Residence Programme, Malta certainly leads the way here. For a total cost of EUR 150,000 the application will cover the main applicant, spouse and any number of unmarried and principally dependent children (with no age limit)."
The added (Family) advantage of the Malta Permanent Residency Program versus the Greek Golden Visa or Portuguese Golden Visa
"Overall although other programmes in Europe do offer similar solutions, I do think that Malta has the greatest flexibility to include family members. Furthermore it is not limited to the present but the future. So if an applicant does apply as a sole applicant, a future spouse may be included and obviously as the application grows, children may be included in the application for free."
Why programmes with donation elements create a necessary tie between the investor and the host nation
".... At the end of the day this donation does give the applicant an opportunity to build a stronger bond with the Maltese community, whilst allowing for a personal touch that would have otherwise been missing."
How Malta compares to other Golden Visas in Europe – Changes and Benefits of the MPRP – Civitas Post
He is an warranted Maltese Lawyer and Licensed Agent with substantial experience in the investment migration sector. He has recently launched his own practice Attard Baldacchino in Malta and serves HNWIs seeking residency and citizenzhip solutions under the Malta Permanent Residence Program and Granting of Citizenship for Exceptional Services Regulations.
We discuss how the recent developments to the Malta Permanent Residence Programme impact HNWIs considering a European residency programme. What benefits it offers for families today and in the future. How potential applicants view the donation element of this programme and what draws investors to Malta as a second (safe) home in light of the ongoing pandemic?
You can find out more on www.civitaspost.com and to get in touch with our guest Dr Russell Attard Baldacchino please visit www.attardbaldacchino.com.
S1 E3 - Investing in Portuguese Real Estate? Interested in the Golden Visa? A Conversation with Property Developer Luiz Felipe of MAIA IP
We welcome Luiz Felipe of MAIA IP.
He is an experienced international property specialist in the Brazilian and European Markets with offices in Lisbon, Portugal and Belo Horizonte in Brazil.
We discuss what led him to set-up MAIA IP a real estate company in 2013 and delve into the demand for Portuguese real estate from Brazil. We find insights on where the best places in Portugal are to invest for prospective Golden Visa investors and what lies ahead in 2022 for the Portuguese real estate market.
You can find out more about Luiz on www.maiaip.com and to get in touch with our guest via email please email info@maiaip.com.
S1. E2. Advisers to HNWIs can't ignore Bitcoin - A Conversation with James McKay on Cryptocurrency, Golden Visas and Citizenship by Investment
We welcome James McKay of McKay Research.
Key Takeaways from our conversation include:
Cryptofication defined
"...these shifts are really happening at the same time we’re witnessing one of the most important trends in many years in this space, and that is what I call the ‘cryptofiction’ of major corporates – which is the basically the trend of major corporations drawing down dollar-denominated cash balances in favour of holding bitcoin as a reserve asset. So here they see the investment potential behind it and they're also trying to secure their cash positions due to the increasing uncertainty of the dollar.
Family Offices believe Blockchain is transforming investment strategies
"The UBS Family Office report from 2020 showed that 57% of family offices believe blockchain will transform investing strategies and behaviours, a sentiment echoed in the Fidelity Investment survey from 2019 that revealed that 72% of institutional investors – of which family offices are significant – reported that they had no issues with buying crypto asset-based investment products."
Golden Visas and Citizenship by Investment will inevitably need to adapt as crypto adoption rises
"So there are definitely challenges to crypto adoption for citizenship by investment or golden visa schemes but the inexorable rise of crypto means that this switch is likely to happen, and the early adopters will be at an advantage over those that pursue a wait-and-see approach."
Blockchain to vet the crypto payments and to vet the investor's KYC
"...Blockchain adoption to broadly improve industry KYC/AML vetting and crypto payments would occupy both sides of the same technological coin and is further evidence that the digital transformation of the {investment migration} industry is an inevitability."
He is an independent research consultant in the fields of technology and investment. He is also the founder of McKay Research and has a wealth of experience providing strategic research services to global market intelligence firms and a growing portfolio of law firms and investment firms. His analyses have been widely published by a variety of tech and business publications, including the Financial Times. If you'd like to read some of his latest insights on #bitcoin, #PrivateWealth and #CitizenshipbyInvestment - you can find these on www.civitaspost.com.
- We discuss whether bitcoin is here to stay after receiving substantial backing from mainstream financial industry players?
- Considering we still can't easily use bitcoin as a means of exchange we delve into why it is garnering so many supporters - especially as we wade through these trying economic times?
- Should advisers to #HighNetWorthIndividuals and #FamilyOffices be recommending #cryptocurrency as an investment considering its volatility?
- We discuss what governments should do to overcome the obstacles in accepting #cryptocurrrencies as a form of payment for Golden Visa or Citizenship by Investment programmes. What about the inherent risks and AML/KYC considerations?
You can find out more on www.civitaspost.com and to get in touch with our guest James McKay on www.mckayresearch.com
S1. E1. What to Expect on the Golden Quarter Show? CBI, Private Wealth, Entrepreneur and Golden Visas
In this inaugural episode we introduce CP, elaborate on what it is we do - who we are and what drives us. We make some announcements on who will be featuring, what to expect and how to #joininontheconversation.
(Podcast Intro)
Transcript
For this inaugural episode of the Golden Quarter Show, we'd like to give you a taste of what you can expect to hear over the coming weeks. We'll give you some insight on CP, what it is we do, why we do it and how we support the investment migration and private wealth sectors.
So, CIVITAS POST was launched in London in 2019 and it has been exponentially growing its network of immigration lawyers, family office executives, investment migration agents, international tax planning experts and private client advisers. The common denominator in our audience is that they all serve High Net Worth Individuals the world over.
We pride ourselves in having a truly global reach and this is a lot more than just our tag line - this is our ethos.
We've ensured that we have a balanced readership that isn't jurisdiction or regional focused. Our network spans from Shanghai to Ho Chi Minh - Bogota to Bangkok and Dubai to London.
So, before I talk you through how the Golden Quarter Show will be laid out - let me elaborate a little further on what it is we do in the 3 key pillars of our solutions at CP.
- First off, Content Marketing
- Second is Leads Generation Services and
- Finally Networking
In terms of our Content Marketing services we offer a couple of solutions that range from Infosessions to Sponsored Articles. Now we could just publish and distribute industry insight but we always go the extra mile and provide you with laser-focused reports on prospects within our network which would be keen to learn more about your service offering.
At the end of the day, what drives us is business development.
Our Second key pillar - Leads Generation is an innovative market research methodology and a unique leads generation solution that's been tailored specifically for the investment migration and private wealth sectors. We don't just support you in identifying new leads, but we give those clients that request it a white glove treatment - we act as their out-house Business Development team and lead the onboarding of new associates, partners or agents depending on their needs.
Wherever you're listening from right now, its highly likely you are in some form of lockdown. And I'm sure we are all missing the canapes, the cocktails and the candid business chats but, once the world's healed, we at CIVITAS POST are definitely looking forward to hosting you - whether it's in London, Dubai or Mumbai at the next edition of our CIVITAS SUPPER CLUB (CSC).
This is a global series of fine dining, invite-only networking events that bring together cross-sectoral professionals from the investment migration and private wealth industries. We aim to create an intimate space for our guests to connect, to learn more about the others' zone of genius and ultimately to deliver a better service to their mutual client - the civitas - the High Net Worth Individual - the private client.
(Team Introduction)
We are very excited to announce that our confirmed upcoming guests will include expert analysts and researchers that will provide technical insight on industry trends as well as C-Suite Executives and leading women in the Private Wealth and Investment Migration Industries. We'll be covering private wealth, tax structuring, CBI, Entrepreneur and Golden Visas for a maximum of 15 minutes per episode - so if you'd like to get involved then please reach out to my colleague Danna, she'll coordinate an exploratory chat - we'd love you to join in on the conversation.
The Golden Quarter Show - Trailer
Welcome to the Golden Quarter Show a Civitas Post podcast covering the investment migration, private wealth, banking, tax and fiduciary sectors.
My name is Lorena Jimenez and I’ll be your host on the Golden Quarter Show.
We’ll be speaking with leading wealth managers, lawyers, accountants, tax advisers and consultants who all serve HNWIs and major corporates from Bogota to Bangkok. Our podcast is available on all major platforms including Apple Podcasts, Google and Spotify and the transcripts of our content are distributed to Civitas Post readership of over 20,000 professionals in the investment migration and private wealth sectors in our monthly publication.
Don’t forget to subscribe, follow, listen, and join in on the conversation, or visit us on www.civitaspost.comto learn more.
#goldenvisas #secondcitizenships #trusts #funds #corporatestructuring #wealthmanagement #taxplanning #cryptocurrencies
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