Episode 52 – Plan B Citizenship: Residency by Investment, Global Mobility, and Cross-Border Planning

Guest: Moe Soleiman, Private Client Advisor at Henley & Partners

In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with Moe Soleiman – Private Client Advisor at Henley & Partners – the global leader in residence and citizenship planning for internationally mobile entrepreneurs and families.

Against a backdrop of geopolitical uncertainty, shifting perceptions of the United States, and growing concern about asset protection, Moe explains how residency by investment (RBI) and citizenship by investment (CBI) programs work in practice and why more high-net-worth families are seeking a “Plan B.” The conversation explores options across Europe, New Zealand, the Caribbean, and other key jurisdictions, covering golden visas, contribution versus investment routes, and global talent programs for highly accomplished individuals.

David and Moe also discuss how second residency and citizenship strategies can complement U.S. trust planning, including structures administered in South Dakota, to enhance diversification, global mobility, and optionality for families of wealth. They touch on timing, jurisdiction selection, and coordinated cross-border planning to help families preserve flexibility across generations.

Listen to this latest episode below or watch on our YouTube channel for a deeper connection to the conversation!

Delivering Direction and Control Podcast

Bridgeford Trust Company’s Podcast Series was developed to educate, challenge, and inspire listeners.

As we interview experts in the trust planning arena, we keep listeners updated on developments regarding modern trust law and provide practical discussion on the powerful planning opportunities available to advisors around the country and the world – all in an effort to deliver far more direction and control to clients and their advisors than ever before.

Click here to explore more episodes. You can listen on Apple Podcasts, iHeartRadio, Spotify, and SoundCloud, or watch new episodes on our YouTube channel. Subscribe to our blog to receive notifications when new episodes are added.