Webinars
Roots Global welcomes industry leaders. Citizenship experts, fund managers, tax strategists and the people who have made the move.
Roots Global hosts the conversations that usually happen behind closed doors. Unscripted, free and recorded, with the people who run the funds, write the rulings and file the applications. Portugal, Spain, Golden Visa, funds and the US questions nobody else answers.
Watch the sessionsPast sessions
Everything you want to know before you move. From the people who have done it, and those who do it every day.
Recorded live, questions included. Fund managers, tax counsel, school heads and our own partners on the topics our clients bring to the first call.
EP 13 · 58 minUS
US dual citizenship and the second-passport strategy.
Tom and Philipp walk through what a second passport actually changes for a US citizen: tax filing that never stops, FBAR and FEIE, and the three routes that lead to EU citizenship without giving up the blue one. Recorded in our Lisbon studio, with twenty-five minutes of listener questions on Roth IRAs, LLCs and timing the move.
Tom Brooks & Philipp LangerFounding Partner & CEO · Founding Partner
EP 12 · 52 minFamily
Moving to Portugal with your family in 2026.
Phelan compares the D7, D8 and Golden Visa for US families and shows which route fits which income setup. Includes the document timeline from first appointment to residence card.
Phelan MurphySenior Residency Consultant
EP 11 · 47 minCommunity
Settling in and finding community.
Anita on the first six months after landing: neighborhoods, language, NIF and NISS, and where families actually meet. Honest about what is hard, practical about what helps.
Anita FennerClient Experience & Community
EP 10 · 44 minRetirement
Why the D7 visa is the best EU option for retirees.
Tom and Phelan on passive-income thresholds, Social Security and pension proof, healthcare access, and how the D7 compares with Spain's non-lucrative visa. Recorded as a video call, retiree questions throughout.
Tom Brooks & Phelan MurphyFounding Partner & CEO · Senior Residency Consultant
EP 09 · 61 minGolden Visa
How to choose a Golden Visa fund.
Portugal has more than a hundred funds that qualify for the Golden Visa, and most of them were not built for a residency investor. Miguel explains the four fund categories, the fees that hide in the subscription documents, redemption terms, and the questions to ask before you wire 500,000 euros.
Miguel Sarmento with Patrick EvansHead of Fund Research, Lisbon · Advisory Lead, Roots Global
EP 08 · 49 minFamily
Moving your family to Portugal: schools, timing and the first 90 days.
Claire explains how international, private and public schools differ in Portugal, when to apply, and what admissions actually ask for. Anita adds the sequence: which school decision has to be made before the visa appointment, not after.
Claire Whitfield & Anita FennerIndependent Education Consultant, Lisbon and Cascais · Client Experience & Community
EP 07 · 55 minGolden Visa
Is the Portugal Golden Visa still worth it?
After the latest legislative changes, Miguel and Beatriz look at what actually moved: the fund route, the residency clock and the path to citizenship. Not a verdict, a working session on where the program stands today and who it still fits.
Miguel Sarmento & Beatriz FonsecaHead of Fund Research, Lisbon · Immigration Lawyer, Roots Global
EP 06 · 48 minDigital nomads
Spain vs. Portugal: who has the better digital nomad visa?
Rui in Lisbon and Lucía in Barcelona compare the D8 and the Spanish digital nomad visa side by side: income thresholds, family rules, tax regimes and how long each one really takes. The one session to watch before you decide on a country.
Rui Tavares & Lucía FerrerResidency Consultant, Lisbon · Senior Relocation Consultant, Barcelona
EP 05 · 46 minCitizenship
Spanish citizenship in two years: the Ibero-American route.
Camila explains why nationals of Latin American countries can apply for Spanish citizenship after two years of legal residence instead of ten, keep their original passport, and skip the language exam. Who qualifies, which residence permits count, and how the file is built.
Camila RestrepoSenior Immigration Lawyer, BarcelonaTopics
What we talk about. Ask for what is missing.
Every topic below has been on the agenda at least once, or is scheduled. Send us the one you cannot find an honest answer to.
- Moving to Portugal
- Moving to Spain
- Golden Visa
- Golden Visa funds
- D7 and D8 visas
- Spain Digital Nomad Visa
- Non-lucrative visa
- US dual citizenship
- US taxes abroad: FEIE, FBAR
- Retiring in Europe
- Schools and family
- Citizenship by descent
- Citizenship by investment
- Greece Golden Visa
- NHR and IFICI tax regime
- Healthcare and insurance
Industry leaders
Run a fund, a practice or a program? Come and talk about it.
We host fund managers, tax advisors, immigration lawyers, school heads and program officials. One hour, our audience of 2,200+ relocated families and the people about to join them, no sales pitch required. If you have a topic our clients should hear, or a question you want on the agenda, write to us. We answer within two working days.
Media enquiries: Tom Brooks, via hello@rootsglobal.com.
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