Dominic Jones, Managing Director, Origin Capital Partners & Greener Pastures New Zealand.
For generations, high-net-worth individuals (HNWIs) have sought greater financial security, better tax structures and enhanced lifestyle opportunities. Today, however, the landscape of global residency is shifting. More and more affluent investors are starting to rethink where they call home—not just for economic reasons but also for broader considerations of stability, lifestyle, safety and long-term planning.
What is driving the shift?
The latest stats show a surge in interest in investment migration programs, reflecting a global shift in how nations attract high-net-worth individuals. New Zealand’s Active Investor Plus Visa saw a staggering 230% increase in inquiries following its recent change-of-rules announcement, underscoring the growing appeal of flexible residency options. Likewise, Greece’s golden visa program has overtaken Portugal as the most sought-after, while Hungary has reintroduced a streamlined residency-by-investment offering. Even the United States is exploring options, with proposals like the “Gold Card” visa, which requires a $5 million investment, sparking a fresh debate on economic citizenship across the globe.
Beyond the headlines, the question remains: What is truly driving this shift? Is it purely financial incentives, or are lifestyle desires, geopolitical stability, tax advantages and mobility shaping the next wave of investor migration? For business leaders working in this space—whether in investment advisory, real estate, immigration or private wealth management—understanding these motivations is essential.
As director of a residency investor pathway firm, I’ve found that when HNWIs consider relocating, two core forces come into play: push factors (the reasons people leave) and pull factors (the incentives drawing them elsewhere).
What pull factors attract high-net-worth individuals?
Nations with strong economies, predictable regulatory environments and lucrative investment options consistently rank high on the list of the most desirable destinations in the world (registration required). Programs that offer clear paths to residency through direct investment in businesses, infrastructure or local industries, rather than just residential property, can create compelling incentives for those looking to diversify their assets.
However, investment migration is no longer driven solely by financial returns. Lifestyle, safety and political and economic stability are among the most significant factors driving HNWIs to seek alternative residency or citizenship. Destinations that offer political stability, low crime rates, strong legal protections and access to world-class healthcare, education and infrastructure consistently attract global interest. For many, a well-structured residency program represents more than a financial vehicle—it’s a commitment to a secure, high-quality lifestyle that supports family well-being and future legacy planning.
What push factors are driving this change?
While the motivations for seeking alternative residency are deeply personal, there are macroeconomic and geopolitical forces currently at play that are reshaping the whole landscape. In my experience, uncertainty surrounding taxation policies, regulatory changes and shifting global alliances, in particular, have led many HNWIs to proactively explore their options. In some cases, individuals are taking a future-focused approach, securing alternative residency as an insurance policy against unforeseen disruptions.
What are best practices for attracting HNWIs?
For those of us working with HNWIs, I’ve found there are five best practices that can help attract and retain this discerning audience:
• Lead with quality of life, not just tax advantages. In my experience, many of today’s investors are thinking beyond purely financial returns. They’re prioritizing legacy, wellness, security and mobility. Promoting how your destination offers world-class education, advanced healthcare, low crime rates and/or cultural richness can help you stand out.
• Partner with local ecosystems. HNWI clients value seamless experiences. By forming strong partnerships with government agencies, legal experts and vetted service providers, you can offer a streamlined process that builds confidence and reduces friction. A connected, well-coordinated ecosystem can make your offering far more attractive.
• Anticipate regulatory shifts. Tax codes, visa policies and investment requirements can change quickly and often without warning. Staying ahead of these changes allows you to proactively guide clients, offering them options before problems arise. This foresight can position you as a trusted advisor, not just a service provider.
• Offer diversified residency pathways. HNWIs want flexibility. Offering programs that include business investments, innovation-driven visas or philanthropic contributions, alongside traditional real estate paths, can widen your appeal. The more tailored and strategic the path, the more compelling it can become.
• Build brand credibility globally. Trust is everything in this space. Thought leadership, client testimonials and third-party recognition can help reinforce your firm’s reputation. In a high-stakes decision involving wealth and family security, I find that clients are drawn to proven, visible expertise.
What’s next for global residency?
As more governments recognize the value of attracting global investors, competition is intensifying. I expect that the key drivers of security, lifestyle, future family protection and legacy will continue to grow in importance. For HNWIs, the question is no longer just about where they invest—it’s about where they will thrive.
Forbes Business Council is the foremost growth and networking organization for business owners and leaders. Do I qualify?
Read the full article here
