Immigration Through Investment to Greece for Entire Family
Case Study
Overview
Mr. Z was seeking to diversify his investments internationally and secure a brighter future for his family. He turned to Waylink Investments for assistance in offshoring his assets and obtaining residency in a country with excellent living standards and healthcare. Greece emerged as the ideal destination.
Background
Mr. Z had accumulated significant wealth. He aimed to:
- Obtain permanent residency in a stable and economically robust country.
- Offshore a portion of his wealth to protect against domestic economic risks.
- Secure comprehensive medical coverage for his family.
Objectives
- Immigration Investment: Achieve permanent residency in Greece through a reputable investment program.
- Offshoring Wealth: Legally transfer and manage a portion of his funds.
- Medical Coverage: Ensure access to high-quality healthcare for his family.
Results
Through meticulous planning and execution, Mr. Z and his family successfully achieved their goals:
- Residency: They obtained Greek residency within a few months, enjoying visa-free travel across the Schengen Zone.
- Wealth Management: A significant portion of Mr. Z’s wealth was securely offshored, providing financial stability and protection against uncertainties.
- Healthcare: The family now has access to top-quality healthcare, ensuring their well-being in their new country.
Case Study
Approach
Waylink Investments recommended the Greece Golden Visa Program, which provides residency through real estate investment. The program requires a minimum investment of €250,000 in Greek property, offering a straightforward path to residency for investors and their immediate family members.
Steps Taken:
- Assessment: Waylink conducted a thorough assessment of Mr. Z’s financial situation, investment goals, and family needs.
- Due Diligence: They identified several high-potential real estate opportunities in Greece, focusing on properties with strong appreciation prospects and rental yields.
- Property Selection: Mr. Z chose a prime piece of real estate in Athens, valued at over €290,000, ensuring compliance with the Golden Visa program requirements.
- Application Process: Waylink’s team handled all aspects of the Golden Visa application, including documentation, legal compliance, and submission.
To safeguard Mr. Z’s assets, Waylink provided a comprehensive strategy for offshoring his wealth.
Steps Taken:
- Financial Consultation: Waylink’s financial advisors outlined the legal framework for transferring funds to Greece, ensuring compliance with both host country and Greek regulations.
- Banking and Asset Management: They facilitated the opening of a Greek bank account and coordinated with local financial institutions to manage the funds.
- Tax Optimization: Waylink’s partners devised a tax-efficient plan, leveraging Greece’s favorable tax policies for new residents to minimize Mr. Z’s tax liabilities.
Securing top-tier medical coverage for his family was a priority for Mr. Z.
Steps Taken:
- Healthcare Assessment: Waylink analyzed various private health insurance plans available in Greece, considering factors such as coverage, hospital networks, and service quality.
- Plan Selection: They recommended a comprehensive health insurance plan that offered extensive coverage, including access to premier medical facilities in Greece.
- Enrollment: Waylink assisted in the enrollment process, ensuring that the insurance coverage commenced at the earliest possible date.
Conclusion
Waylink Investments delivered a comprehensive solution that not only fulfilled Mr. Z’s immediate needs but also set a foundation for long-term security and prosperity. By securing residency in Greece, offshoring wealth effectively, and ensuring superior medical coverage, Waylink Investments exemplified their expertise in facilitating successful immigration investments.
