Your client wants to move to Italy. We handle everything on the ground — tax structuring, property, banking introductions, healthcare, schools, immigration. Your client gets white-glove service. You keep the client.
1. You identify the need — your client mentions Italy. 2. Warm introduction via email. We schedule a confidential call within 48 hours. 3. We handle Italy — tax, property, banking, schools, healthcare, immigration. 4. You stay informed. Your client remains your client.
Your client's relocation creates complexity outside your core mandate. We coordinate every aspect without touching the investment relationship. Your AUM stays with you.
The Italian Gateway does not provide investment advisory, portfolio management, discretionary asset management, or financial planning services. We do not sell insurance products, securities, or tax preparation services in our own name. Our role is coordination and orchestration of independently qualified Italian professionals — tax advisors, lawyers, notaries, doctors, private banks — through a single point of contact. This structural choice is deliberate: it ensures we can never be perceived as competing for the client's investment relationship, and it protects the trust that makes referral partnerships work.
Fee-sharing: For established partners with recurring HNWI relocation referrals, we structure formal fee-sharing arrangements on successfully onboarded clients. Transparent terms, documented agreement, quarterly settlement.
Reciprocal referral: For advisory firms with clients also needing services outside Italy, we operate a mutual referral network with vetted partners in complementary jurisdictions.
Both arrangements are structured formally, with written terms and clear economics.
Firms specialising in residence and citizenship by investment — Henley & Partners, Latitude, Global Citizen Solutions, Astons, Arton, and others — deliver clients to the point of legal residency. What happens next often falls outside the scope of the migration mandate: the client arrives in Italy and needs a bank account, a home, a school, a doctor, a tax structure that works.
The Italian Gateway operates as the natural next partner for these clients. We start where your mandate ends. We do not process visa applications, structure investment programs, or manage the government relationship. We handle the practical and personal side of relocation — everything that turns a residence permit into a functioning life in Italy.
For established migration firms with recurring flow of clients to Italy, we structure a preferred partnership: dedicated single point of contact for your case managers, priority scheduling for referred clients, transparent fee arrangements or reciprocal referrals, and coordinated reporting.
Contact: info@theitaliangateway.com