A specialist residence resource for your private clients.

Usually before the client raises it. The signals are familiar: wealth or business concentrated in one jurisdiction, children heading to school or university abroad, succession that crosses borders, a contemplated change of tax residence, exposure to currency or political risk, or simply a desire for a credible Plan B. Residence and citizenship planning is rarely urgent until it is — raising it early, as part of a broader review, positions the adviser as the one who saw it coming.

Five recur: (1) a family whose wealth, income or business sits in a single country and wants optionality; (2) children being educated abroad, where residence simplifies study, work and stay; (3) cross-border succession and estate planning, where a second base changes the picture; (4) a genuine, planned change of tax residence (never confused with merely holding a permit); and (5) geopolitical, currency or security concerns that make a second home and travel document worth holding in reserve.

Qualifying real estate can do double duty — a euro- or USD-denominated asset that also founds the residence right — but the two must be assessed separately. The right property diversifies the portfolio AND qualifies; the wrong one does neither well. Crucially, holding a residence permit is not the same as changing tax residence, and a property route is not always better than a fund route. We help the adviser separate the asset decision from the immigration decision so neither distorts the other.

The dangerous ones are subtle: a "passport" promise on what is only a residence permit; implied near-term citizenship on a multi-year naturalisation path; tax "avoidance" framing where relief in fact depends on a genuine relocation; a programme under active regulatory pressure or facing suspension; an agent whose licensing or independence cannot be verified; and any route where source-of-funds and due diligence are treated as a formality. We pressure-test every recommendation against exactly these before it reaches your client.

You stay the primary relationship. We come in as the specialist resource — for a technical question, a joint client call, a programme comparison or an end-to-end engagement — and the answers and updates come back through you. The regulated legal work is executed by admitted local counsel in each jurisdiction; we coordinate the whole engagement so you do not have to build that capability in-house.

Yes — that is the point. A private banker, wealth manager or tax adviser wants to remain their client’s primary adviser, and we want exactly the same. Kestrel solves the international mobility, residency and qualifying-real-estate requirement while you keep the relationship you have built.

Entirely. Adviser and client conversations are private and without obligation. Nothing is published, marketed or shared, and the engagement is structured around the adviser’s preferences for how — and whether — they are introduced.