Golden Visa Advisory Service

Bespoke Guidance. Expert on the Ground Support. 

Immigration case coordination with regulated professionals.

As professionals with lived experience of relocating abroad, we tailor our Golden Visa advisory services to high-net-worth individuals, entrepreneurs, and international families looking for guidance from start to finish.

Our Advisory Process for Golden Visa Programs

Disclaimer: Elite Golden Visa provides immigration consultancy services. We do not provide financial or legal advice. All legal services are provided by independent, qualified immigration lawyers. All investment decisions should be made with independent financial advice.

1. Introductory Consultation

We discuss your objectives and explain the program with no obligation to proceed.

2. Onboarding and Document Collection

A single Know Your Client (KYC) will be completed, and the necessary documentation will be gathered.

3. Fund Selection

Introducing Portuguese Securities Market Commission (CMVM)-regulated fund partners from our network, for clients to evaluate with outside counsel.

4. Set-Up

Portuguese tax number (NIF), Portuguese bank account, and compliant cross-border transfer arrangements are coordinated with the relevant authorities.

5. Investment and Subscription

The chosen investment is completed. Subscription documentation and declarations are handled by an external lawyer and fund manager.

6. Application

The lawyer submits the golden visa application, and the client attends a biometrics appointment as part of the application.

7. Residency Approval

Your residency permit is issued, and we begin planning for your first renewal in line with the program’s current requirements.

8. Ongoing Support

Quarterly fund updates, integration assistance, and renewal support continue through to eligibility for European Union citizenship. 

Strategic Consultation

We start the process by getting to know your global mobility goals and circumstances. Our team then takes a tailored residency approach and introduces qualifying investment options through our network of regulated partners. All regulated legal and financial advice is provided by partner firms. 

Legal Support through Trusted Partners 

Our partner legal teams manage every step of your residency application. This can cover:

  1. Collecting and verifying documentation

  2. Handling AIMA submissions, biometric appointments, and permit renewals 

  3. Managing citizenship applications

Application Process: What We Do and Don't Do

We act as a specialist Golden Visa support and concierge service, supporting clients through Portugal’s residency-by-investment program. 

What we do:

  • Collating required documentation and overseeing translations and apostilles.

  • Act as a point of contact for client communications between lawyers, banks and fund managers.

  • Provide support from initial consultation through to renewals, including for dependent children and family members who are part of the application.

We do not:

  • Provide legal advice.

  • Provide financial, investment or tax advice.

  • Recommend investment funds or specific investment types.

  • Conduct investment suitability assessments.

  • Handle client funds.

  • Take custody of investments.

  • Execute fund subscription documentation on behalf of clients.

We work closely with legal and financial professionals, so you have one point of contact throughout.

Dedicated Golden Visa Support 

We work with approved Golden Visa funds to ensure a smooth, compliant experience. Our team is on the ground in Portugal to support you by:

Confidentiality and Trust

We established Elite Golden Visa on trust. We ensure that all personal data and communications are managed with the highest standards of confidentiality, security and integrity. 

All financial transactions are conducted directly between the client, appointed legal counsel and the fund. Our processes are fully GDPR compliant and guided by strict internal ethics protocols.

Beyond Residency

As your EU or Portugal golden visa advisory, we continue supporting you after your residency is approved:

We offer as much or as little support as you need. Some clients want hands-on help, while others simply want to know we’re available. Your future deserves more than a standard service.



Investors Who Use a Golden Visa Consultant for Portugal and the EU

What Clients Need How a Portugal Golden Visa Consultant Helps
EU Residency Explains the routes to residency
Family Mobility Assist with family applications
Investment Diversification Introduces a range of investment options
Relocation Planning Connects clients with external legal professionals, relevant local specialists and real estate agents.
Long-Term Citizenship Goals Explains eligibility requirements
Risk Reduction Supports documentation and process due diligence

Questions Investors Often Ask

A golden visa advisory service manages the administrative and logistical aspects of your application. 

They can help you with:

  • Onboarding

  • Document collection

  • Translations

  • Communication with lawyers, fund managers and bankers

  • Application tracking

  • Renewals 

  • Ongoing support 

Legal, investment and tax advice are provided by regulated professionals. 

This depends on your preference. If you’re happy researching rules, working with lawyers, managing paperwork and keeping up with changes, you can do it yourself.

Many people choose an advisory service because the process involves lawyers, fund managers, banks, and several steps over time. The rules can also change; having a professional to help navigate them helps.

A good advisory service keeps everything organized and makes the process easier to manage from start to finish. 

They’re complementary, not interchangeable.

Golden Visa AdvisorImmigration Lawyer
Facilitates the applicationProvides legal advice
Introduces approved investmentsReviews legal eligibility
Facilitates fund introductionsHandles legal submissions
Coordinates specialistsRepresents applicants
Provides process guidanceAdvises on immigration law

 

Most clients need both, which is why we work alongside Portuguese immigration lawyers rather than in their place. If you’re not yet sure which conversation to start with, that’s a good reason to start with us. 

After approval, you’ll receive your residency card and must continue meeting the program’s requirements. This includes maintaining your qualifying investment, meeting the minimum stay requirements, and renewing your residence permit when required. Any dependent family members included in the application must also maintain their residency status.

As you progress, you may become eligible to apply for permanent residency or Portuguese citizenship, subject to the requirements and legislation in force at the time. Many investors choose ongoing support to help manage renewals, documentation, and key milestones throughout their residency journey.

Yes. While full citizenship is separate from obtaining and maintaining a Portuguese Golden Visa, planning for it can begin years in advance.

Portugal’s revised Nationality Law (Lei Orgânica n.º 1/2026, published in the Diário da República on 18 May 2026) increased the standard residence requirement for naturalization to 10 years for most applicants, and to 7 years for EU and CPLP nationals. 

A golden visa advisory service can help guide you on key factors: 

  • Residency renewals and key deadlines

  • Ongoing program compliance

  • Communication with legal professionals

  • Tracking of long-term citizenship eligibility milestones

Advice on citizenship eligibility and Portuguese nationality law is provided by partner legal firms.