A working session with a partner — not a sales pitch. You leave with a written one-page assessment regardless of whether we proceed.
“Most American clients arrive with a fund picked out and a deadline. Our job is to slow down for ten minutes — and ask whether the structure underneath actually serves them.”
Portuguese Bar AssociationNew York State BarABA MemberLicensed since 2011Twelve practicing lawyers across Lisbon, Porto, and New York. Every case has a partner of record on day one.
“I came in with a fund picked out from a Reddit thread. Roots’ team spent the first call talking me out of it — the manager had a structure that would have triggered PFIC reporting on the U.S. side. Six weeks later, residency card in hand. The fee paid for itself in the first ten minutes.”
“We’d already engaged a Big Four advisor and a Lisbon firm before finding Roots. What we got from Roots was the document we’d been asking for — a one-page risk read, in plain English, that didn’t end in a sales pitch. They moved our application from the bottom of a queue to a biometrics appointment in 11 weeks.”
Eight cards, eight facts. The full picture of the EU's most accessible Golden Visa programme — investment thresholds, presence requirements, family rules, and the path to a passport.
“The most lawyer-led, least sales-driven Golden Visa firm we surveyed. Roots’ model is structurally aligned with the client.”
“Where most operators chase commissions, Roots Global publishes a fund memo, charges a flat fee, and walks away from cases that don’t fit.”
“A second residency without the second-residency theatre. Quietly, Americans have made Roots their default firm in Lisbon.”
Investment routes chosen, average net worth, motivations, regret rates, and what they wish they'd known before applying. Our annual primary research.
We answer the questions our clients ask in the first call — directly, with the caveats that actually matter.
