A global mobility success story

Case study

A young, dynamic entrepreneur with expertise in the artificial intelligence space was preparing for a major liquidity event. The client – who is single, childless and highly mobile – wanted to live in a warmer climate with a vibrant tech scene. He initially considered Spain, but did not qualify for some of the country’s key eligibility requirements.

The wealth planning team suggested other options, and the client ultimately chose Lisbon, Portugal. The client was drawn to the city’s favourable climate and decided that Lisbon offered the best location for his latest business venture.

Another key factor was Portugal’s Non-Habitual Resident 2.0 regime, a tax incentive programme designed to attract skilled professionals and innovators. Ultimately, the client determined that Lisbon would provide benefits that were well-suited to both his business ambitions and personal goals.

The client leveraged his AI skills to rapidly prepare a business and relocation plan. The wealth planning team then acted as a sparring partner by providing strategic guidance. The team highlighted important considerations and acted as a sounding board throughout the process. They also connected the client with trusted local advisors and coordinated efforts to ensure a smooth transition.

In the end, the decision to relocate to Portugal was shaped by a combination of fiscal incentives, business opportunities and lifestyle benefits. The move proved to be a strong fit, illustrating how thoughtful relocation can align professional growth with personal well-being.