01
Law firms and immigration advisors
You have the client and the mandate, but not a team on the ground in Portugal, Spain, Greece or the UAE. Our lawyers run the local filing under your instruction and keep your file complete.
Partnerships
Your clients' next chapter, handled by our lawyers.
Roots Global works alongside law firms, wealth managers, US advisors, agents and relocation companies whose clients are moving to Europe. You keep the relationship. We handle the visa, residency or citizenship case, and report back at every step.
Start the conversation
“A referral is a matter of trust. When a partner introduces a client, we act as an extension of their firm: same standard, same discretion, same accountability.”
Tom BrooksFounding Partner & CEO, Roots GlobalWho we partner with
Built for firms whose clients are on the move.
Most of our referred clients arrive at a moment of change: a sale, a retirement, a new role abroad, a family decision. These are the professionals who see it first.
02
Wealth managers and family offices
Residency and a second passport are part of a diversification plan, not a side project. We structure the immigration side around the investment strategy you have already built.
03
US CPAs and financial advisors
Your clients ask about Europe and their 401(k), Roth IRA, LLC and FEIE in the same sentence. We answer both halves, and coordinate with you on the US tax position before anything is filed.
04
Real estate agents and fund managers
A buyer or investor needs a visa to complete the plan. We qualify the client, confirm the program fit and run the application, so your transaction does not stall on immigration.
05
Relocation companies and employers
You move people and households. We supply the visa, residency and settling-in layer for individuals, founders and small teams, with fixed prices you can quote in advance.
06
Content and affiliate partners
Newsletters, podcasts, communities and creators serving Americans abroad. We provide co-branded webinars, expert guests and a tracked referral link, with a fee on completed engagements.
Models
Three ways to work together.
01
Referral partnership
You introduce a client, with their permission, or they contact us and mention your firm. We run the case. You receive a referral fee on completed engagements.
02
Co-marketing partnership
Joint webinars, guest articles, events and shared guides for your audience. We bring the immigration and US expertise; you bring the audience.
03
White-label delivery
For law firms and advisors who want to offer residency and citizenship under their own name. Our lawyers work in the background, on your letterhead, under your engagement terms.
Why Roots Global
What we bring to your client's case.
01
Ten years in
The founders made their own move from the UK to Portugal ten years ago. Every case since has been run by people who have been through the process themselves.
02
Five offices
Lisbon, Barcelona, London, Athens and Dubai. Legal teams on the ground in Portugal, Spain, Greece, the UK and the UAE, so filings happen locally, not by courier.
03
99.9% success rate
2,000+ visas approved and a money-back guarantee. We qualify every referred client before we accept the case, which is why the rate holds.
04
We speak US
Most of our clients are American and many of our team are from the US and UK. LLC, W-2, 1099, Roth IRA, 401(k), FEIE, FBAR: we handle these as a native language.
05
Real lawyers
The legal work is done by our own lawyers, not subcontracted. One accountable team from first call to residence card, and one point of contact for you.
06
Fixed prices
Your client knows the fee before they sign. No hourly billing, no surprises at the end. Our Visa & Citizenship Bundle starts at 3,990 EUR.
07
Fast response
Partners reach their manager directly and hear back within one business day. Urgent questions during a live transaction are answered the same day.
08
Transparent reporting
You see the status of every referred case at each milestone, with a written update at submission, approval and completion, and a monthly summary of your referrals.
09
Co-marketing
Co-branded webinars, guest articles, joint events and ready-to-use guides for your clients. We supply the experts and the materials; you choose the format.
10
Dedicated partner manager
One named person who knows your firm, your clients and your preferred way of working. No ticket queues, no rotating contacts.
11
Referral fee
A competitive referral fee, agreed per program and confirmed in writing before your first introduction. Paid on completed engagements.
12
Your client, yours
The relationship stays with you. We never market other services to a referred client, and we handle their data under a written partnership agreement.
How it works
Three steps. Most of the work is ours.
01
Introduce
Send us a name and a sentence of context, or have your client mention your firm when they contact us. We reply within one business day and hold a free consultation with the client.
02
We handle the case
Our lawyers confirm the program fit, agree a fixed price with the client and run the application end to end, from document preparation to the residence card.
03
You stay informed
You receive an update at every milestone and a monthly summary of all referred cases. Your referral fee is settled on completion, per the agreement.
Before the first introduction we sign a short partnership agreement covering fees, data protection and confidentiality. It takes one call.
0+
successful relocations
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offices in Europe and the UAE
0%
visa success rate
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legal and relocation experts
Questions partners ask
Before you refer, a few answers.
On completion of the engagement, once the client has paid and the case is delivered. Fees are agreed per program and confirmed in writing before your first introduction.
Yes. We recommend that you disclose the referral to your client, and we will confirm it in our engagement letter. Transparency protects all three parties.
You do. We handle the immigration case and report to you. We do not market other services to referred clients without your agreement.
A name, an email address and one sentence about the client's situation. We hold the first consultation with the client and only request documents once the program fit is confirmed.
For law firms and advisors, yes. Our lawyers can deliver under your engagement terms and letterhead. Ask about white-label delivery when we speak.
Partner inquiry
Tell us about your firm. We reply within one business day.
Roots Global®
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Tell us about your goals. Whether it’s residency, citizenship, or a full U.S. exit.
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We reply within one business day with clear first guidance.
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