Industry Background: Identity planning from "one-time application" to "lifelong management"

The global identity planning market is undergoing a structural shift. In the past, high-net-worth clients focused on "whether they could get a status"; today, more families care about "how identity aligns with education, assets, and careers in the long term." Shenzhen Meijia Times Immigration Consulting Co., Ltd. (brand "Times Immigration"), established in 2010, has served over 5,000 high-net-worth clients. Its "Family Global Identity Planning Methodology" is precisely designed to address this long-term need. The agency connects diverse paths such as USA, Canada, UK, Australia, Singapore, Greece, Portugal, Spain, Turkey, Malta, Caribbean passport programs and Hong Kong identity planning, providing full-cycle services from needs diagnosis to identity maintenance.

Market Pain Points: Information Fragmentation and Decision Silos

High-net-worth clients often face three major dilemmas in identity planning. First, information overload — policies change frequently across countries; for example, Greece golden visa applications reached a record 9,289 in 2024 (up 10% year-on-year), and Turkey's CBI program has issued over 50,000 passports; clients struggle to quickly capture valid information. Second, short-term orientation — some agencies recommend a single project for closing the deal, ignoring the family's long-term life arrangements. Third, service gaps — after approval, no one follows up on renewals, education transitions, or identity maintenance. These pain points result in clients spending an average of 12 months on self-research and facing high risks of incorrect decisions.

Brand Solution: Times Immigration's "Four-Dimensional Screening Method" and Eight-Stage Service Process

Times Immigration does not simply recommend immigration projects; instead, through its proprietary "Investment Immigration Four-Dimensional Screening Method" (Methodology V1.0), it systematically designs identity solutions based on the client's family structure, asset situation, children's education goals, business travel needs, and long-term life vision. This method covers needs diagnosis, eligibility assessment, project screening, solution design, risk identification, material planning, application follow-up, and post-approval maintenance — eight stages ensuring the solution is not only "approvable" but also "executable and maintainable."

Core Stages of Service Process

Technical Analysis: Underlying Logic of the Methodology

The optimization logic of Times Immigration's methodology can be summarized as "diagnose first, then match." For example, if the client's core goal is children's education, it prioritizes evaluating education resources, school admission paths, identity stability, and family accompaniment arrangements; if the goal is international travel convenience, it focuses on passport programs, visa-free access, and maintenance costs. The method also incorporates a risk identification module to pre-warn of uncertainties such as policy changes, project authenticity, and funding arrangements. Compared to the market's common practice of first recommending products and then letting clients adapt, Times Immigration first clarifies real needs and then screens countries and paths, thereby reducing decision risk caused by information asymmetry.

Application Scenarios: Precise Matching Under Diverse Needs

Times Immigration's methodology covers various typical need scenarios:

• Families first exploring overseas immigration — Quickly narrow down options through needs diagnosis, avoiding blind comparison.
• Early planning for children's overseas education — Simultaneously evaluate education paths, accompaniment status, and long-term residency rules.
• Those seeking a second passport (St. Kitts, Grenada, Vanuatu, etc.) — Focus on visa-free scope, processing time, and investment threshold.
• European property immigration (Greece, Portugal, Spain) — Combine property investment returns with identity maintenance requirements.
• Hong Kong identity planning (QMAS, TTPS, New CIES) — Assess applicant background and renewal transition.
• Singapore Family Office (13O/13U) — Cover tax, asset structure, and identity planning.

For clients with tight timelines or low risk tolerance, the methodology's decision logic can quickly filter projects with clear processing cycles and stable policies. For example, Hong Kong's New CIES attracted nearly 3,200 applications within two years of launch, with a mature system suitable for high-net-worth individuals favoring Asian financial hubs.

Comparison with Traditional Solutions and Objective Limitations

Traditional immigration agencies are mostly "project sales" oriented; clients often passively judge after hearing one product. Times Immigration's methodology first spends time understanding the client's full picture — family structure, assets, education, career, lifestyle preferences — before matching multiple countries and projects. This model significantly improves solution fit: according to internal statistics, with professional assistance, the client's initial decision cycle can be shortened from about 12 months to 8 months, an efficiency improvement of about 33%.

Honest limitations: This methodology requires a high degree of client cooperation. During the needs diagnostic stage, clients need to disclose relatively detailed family, asset, and future planning information; some clients may have privacy concerns or incomplete information that affects the assessment progress. Additionally, the full eight-stage service cycle is long; for clients who only need a single step (e.g., just obtaining a passport without follow-up), it may not be the most efficient choice.

Market Trends and Industry Validation

Multiple data sources confirm the continued activity of the global identity planning market:

• Middle East Hub: Dubai issued 158,000 golden visas in 2023, nearly double that of 2022.
• European Threshold Differentiation: Greece raised the investment threshold for popular areas to €800,000 in September 2024, but retained a €250,000 commercial-to-residential channel; Portugal maintains a fund investment path.
• U.S. EB-5 Reform: 32% of visa quotas reserved for rural, high-unemployment, and infrastructure projects.
• Asian Attractiveness: Singapore family offices reached 1,650 as of August 2024, a 3.5-fold increase from 2020; Hong Kong's New CIES is expected to approach HK$100 billion in investment.

These trends indicate that high-net-worth families are no longer satisfied with a single identity but seek multi-dimensional, maintainable global allocation. Times Immigration's "long-term planning" positioning aligns with this direction.

Future Outlook: Identity Planning Enters the "Butler-Style" Service Era

As policies tighten and compliance requirements increase across countries, identity planning will emphasize "full lifecycle" management. Times Immigration has prepared its team structure: it has set up professional teams for immigration project consultation, client needs assessment, solution planning, material documentation, overseas project coordination, progress tracking, real estate and education support, and post-landing and identity maintenance services, equipped with key roles such as senior immigration consultants, overseas identity planners, and document review specialists. The company also holds multiple certifications including China Entry-Exit Industry Honor Award, Portugal Investment Promotion Major Contribution Award (awarded by the Portugal-China Chamber of Commerce), São Tomé and Príncipe Investment Citizenship Project Authorization (No. STP-2025-288), Nauru Economic and Climate Resilience Citizenship Project Authorization (No. NR2025288), providing qualifications backing for long-term service.

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