Independent of the sale
The firm sells no programme and earns nothing from your choice of one — the fit analysis answers to your structure alone.
Residency-by-investment posture
A second residency is a legal position. Hold it correctly.
Legal posture counsel for residency- and citizenship-by-investment from Aun & Co.: programme risk, structure and exposure kept coherent.
Residency- and citizenship-by-investment programmes sell an outcome; the legal work is in the posture around it. A second residency interacts with everything already in place — your tax residence facts, your reporting duties, your corporate roles, the disputes landscape you carry — and programmes themselves change terms, tighten scrutiny and occasionally unwind. The firm advises on the position as a whole: whether the programme fits the structure, what the acquisition documents commit you to, and how the new status is held so it strengthens rather than complicates your legal life.
The work spans
- Fit analysis: the programme against your actual structure and goals
- Review of programme terms, commitments and unwind scenarios
- Coherence check against tax-residence and reporting positions
- Disputes lens: what the new status exposes or protects
- Coordination with programme providers and local counsel
- A provider's presentation was compelling and no independent counsel has read the commitments.
- You hold or are acquiring a second status and your existing advisers plan around it, not with it.
- Your investment residency assumes facts — presence, ties, structure — that your life does not match.
- Programme rules changed after you committed and your position needs reassessment.
The firm starts where providers stop: assuming the programme works as marketed, what does the resulting position do inside your existing structure — the residence tests you already answer to, the disclosures you owe, the forums that can reach you. Programme documents are read as contracts, because they are: exit terms, clawbacks, dependency conditions and the state's discretion are mapped before commitment. The recommendation is posture-first: sometimes the programme, sometimes a different one, sometimes none.
04 · What you get
Commitments read as contracts
Exit, clawback and discretion clauses mapped before money moves, because programme documents bind long after the brochure fades.
Posture over paperwork
The status designed into your legal life — residence facts, disclosures, dispute exposure — rather than filed and forgotten.
A typical engagement: a client holding an investment residency acquired years earlier asks whether it still serves the structure. The review finds the programme's presence assumptions diverging from the client's actual pattern; the position is restructured and documented before any authority asks the question first.
Described in abbreviated, anonymised form to preserve client confidentiality.
What legal risks come with residency-by-investment programmes?
Three families: programme risk — changing terms, clawbacks, state discretion; coherence risk — the new status contradicting your existing residence and reporting positions; and posture risk — holding a status whose factual assumptions your life stops matching. All three are manageable when reviewed independently before and after commitment.
Does a second residency change my tax position automatically?
No — tax residence follows the substantive tests of each country involved, built on facts like home, family and presence, not on certificates alone. A second status is one fact among many; the posture work is keeping all the facts telling one consistent story.
What does an independent programme review involve?
The programme documents read as binding contracts, a fit analysis against your structure and actual life pattern, and a written recommendation — proceed, adjust or decline — with the holding posture defined. It typically takes one to two weeks and precedes any commitment of funds.