International clients are increasingly making decisions not only about where to invest, but also where to live, establish businesses, educate their children, retire and create long-term options for their families.

In this GFPI Monthly Webinar, the GFP Institute is joined by Mehdi El Kadiri, President of Global Citizen Solutions, for a practical discussion on the growing role of residency, citizenship and jurisdictional planning in international wealth management.

Together, they will explore why global mobility has moved beyond traditional immigration planning and is becoming an important consideration in broader financial-planning conversations. The session will examine how residence and citizenship strategies can intersect with investment planning, tax and estate considerations, family governance, education planning, business continuity and long-term risk management.

The webinar will also help financial planners understand:

• The distinction between legal residence, tax residence, permanent residence, residency-by-investment and citizenship pathways.
• Why affluent and internationally mobile families are seeking greater jurisdictional optionality.
• The practical factors that should guide jurisdiction selection, beyond simply comparing visa or investment programmes.
• The global mobility trends and jurisdictions attracting interest from high-net-worth and ultra-high-net-worth clients.
• Client circumstances that may signal a need for specialist global-mobility advice.
• How financial planners can collaborate effectively with immigration, legal, tax, private-banking and global-mobility specialists.

Rather than beginning with a passport or programme, the discussion will focus on the more important question: where does a client want their family, wealth and business to have options over the next 5, 10 or 20 years?

This webinar is designed for financial planners, wealth advisers, tax professionals, lawyers, private bankers and family-office professionals working with internationally connected clients.