Filling the gap left by glossy Fund decks and offshore sales teams that touch on investment and immigration, but rarely explain the implications, this course is your compass, pointing past the sales pitches so you can:
See the risks
Ask the revealing questions - and -
Make informed decisions about Golden Visa Funds
Are you considering residency by investment? This course will teach you how it all works and how you can work it to your advantage so that you are oriented to:
Protect Your Capital
Secure Your Family’s Future
Avoid Costly Mistakes in Offshore Investments
Context before you Commit
By the time you’re done with this lesson, you’ll have:
✅ Context around Golden Visa programs and their popularity
✅ A grasp on various paths to foreign residency and citizenship
✅ A foundational sense of risks inherent when investing offshore
How Fees, Commissions, and Currency Risk Quietly Drain Your Wealth
PFIC, CFC, and Jurisdictional Mismatches That Can Sink Your Plan B
Programs are political inventions and can change without warning.
Residency-by-investment programs may be political (as we saw in Module 4), but for U.S. investors, there’s another critical layer: the legal and regulatory rulebook.
The problem? Most offshore Funds either ignore it or don’t even know it exists.
Currency Shifts, Political Backlash, and Social Sentiment
Golden Visa funds are private investments. Illiquidity, sector bubbles, and retirement account traps are real risks that investors must understand.
The devil isn’t in the pitch deck, it’s in the subscription docs and management regulations.
Due diligence doesn’t mean you have to become a forensic accountant.
Due diligence means knowing which stones to turn over, and paying attention to how Fund Sponsors respond when you do. The only bad question is the one you don’t ask.
Treat your Golden Visa Fund the way you would treat any serious investment and immigration process.
Don’t assume anyone else has the same incentive you do to safeguard your residency and your capital.
Getting Your Money Back Is Harder Than Getting In.
Never assume exit is automatic.
Welcome to the capstone of this master class.
You have learned the traps, the tools, and the Five Pillars of due diligence. Now let’s put it all together and see how you actually move from theory to practice.
Getting into a Golden Visa Fund is not the goal. Making a sound investment that secures your residency is the goal. That takes process, discipline, and clear eyes.