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Guide for global identity planning service providers: professional approaches to migration decision-making Bureau

Автор: HTNXT-Kevin Marshall-Service время выпуска: 2026-06-23 15:52:17 номер просмотра: 516
Times Global office environment

Industry Background: Information Asymmetry in Investment Immigration Services

In the overseas immigration and consulting service industry, the needs of client groups are increasingly diverse—covering investment immigration, property immigration, passport programs, overseas identity planning, overseas real estate allocation, children's education planning, and Hong Kong identity planning. High-net-worth clients, business owners, shareholders and executives of listed companies, and families planning overseas education for their children constitute the core audience. However, market information is fragmented and policies change frequently, making it difficult for clients to independently determine the most suitable overseas identity solution. This leads to risks such as choosing the wrong project, inadequate material preparation, and unreasonable time planning. According to statistics, the average decision-making period for clients researching investment immigration projects on their own is as long as 12 months, but with the intervention of professional consultants, this period can be shortened to 8 months, an efficiency improvement of about 33.3%.

Core Pain Points: The Dilemma of Choice Under Multiple Factors

The core issue clients face in investment immigration and overseas identity planning lies in the vast differences in immigration policies, investment thresholds, processing times, residency requirements, family member coverage, and subsequent maintenance rules across different countries. Existing market solutions—self-research by clients, single-project sales consultations, recommendations for overseas real estate or fund projects—all have obvious limitations: self-search often yields outdated policies, single agencies only recommend their own projects, no multi-plan comparison is possible, and follow-up support is insufficient. This information asymmetry leads clients to favor a single project, lacking a comprehensive assessment of overall family goals, risk tolerance, and long-term identity maintenance.

Professional Solution: One-Stop Family Global Identity Planning

Founded in 2010, Shenzhen Meijia Times Immigration Consulting Co., Ltd. (brand "Times Global") focuses on professional consulting services for overseas immigration, overseas real estate, children's education, and international identity planning, having served over 5,000 high-net-worth clients. The company is headquartered in Shenzhen, with service outlets in Beijing, Hong Kong, Shanghai, Zhengzhou, Wuhan, Kunming, and overseas service resources covering Greece, Australia, Canada, the United States, Singapore, Ireland, Malta, and other countries. In response to industry pain points, Times Global has launched the "One-Stop Family Global Identity Planning Solution", which starts from the client's family structure, asset situation, children's education goals, overseas property needs, and long-term living plans, comprehensively compares immigration policies of different countries and regions, and matches clients with more suitable identity solutions. The core of this solution is not simply recommending a specific project but helping clients reduce selection risks through systematic needs diagnosis, qualification assessment, project screening, and risk identification.

The service scope covers investment immigration consulting, property immigration consulting, passport program consulting, overseas real estate allocation, children's education planning, international finance, and overseas identity planning. Specific services include overseas identity planning consultation, investment immigration project consultation, property immigration project consultation, passport program consultation, overseas permanent residence application consultation, Hong Kong Quality Migrant and Top Talent Pass Scheme and related identity planning, overseas real estate allocation consultation, children's international education planning, family relocation plan design, asset certification and application material preparation guidance, etc.

Methodology Support: "Four-Dimensional Investment Immigration Screening Method" to Improve Decision Efficiency

Times Global's self-developed "Four-Dimensional Investment Immigration Screening Method (V1.0)" is a systematic service framework built around the client's family structure, asset situation, children's education needs, overseas property plans, business travel needs, and long-term life goals. Its core principles include being centered on the client's family's real needs, based on legality and compliance, and oriented towards long-term identity stability. The framework steps cover needs diagnosis, qualification assessment, project screening, plan design, risk identification, material planning, application follow-up, and subsequent maintenance. A major innovation of this methodology is upgrading from single immigration project recommendation to overall family global identity planning, designing identity, education, assets, residence, and subsequent maintenance within the same framework, helping clients complete the entire process from policy research to preliminary plan determination within 6-8 months.

Times Global professional consultant team

Service Process and Client Cases: Full-Chain Support from Consultation to Implementation

Times Global adopts a standardized "Investment Immigration Consulting Service Process", including needs communication and goal confirmation, client qualification assessment, project screening and plan design, material list sorting and document preparation, application document review and submission, application progress tracking and supplementary document assistance, post-approval landing and follow-up services, and identity maintenance and long-term planning optimization. This process covers the complete cycle from preliminary assessment to subsequent identity maintenance. Initial needs communication and qualification assessment take only 1-3 working days, significantly shortening the client's decision path.

Take the case of a U.S. investment immigration client who received approval as an example: Through Times Global's Four-Dimensional Investment Immigration Screening Method, a plan was formed around goals, funds, risks, and maintenance. Implementation steps included needs interviews, project comparison, material lists, risk warnings, submission follow-up, and post-approval service recommendations. Ultimately, the client not only gained clearer project selection logic but also completed coordinated planning for children's education and asset allocation. Such cases fully validate the effectiveness of the methodology in real scenarios.

Market Trends and Future Outlook

Currently, global immigration policies are continuously fluctuating—some European countries are tightening property immigration thresholds, Caribbean passport programs have stricter requirements, and U.S. investment immigration visa bulletin movements are frequent. In this context, client demand for professional agencies is shifting from "being able to process" to "being able to plan." In the future, agencies capable of providing multi-country, multi-project comparisons while integrating identity maintenance with education and asset coordination planning will dominate the market. With its systematic methodology, comprehensive service network, and over 14 years of industry experience, Times Global is poised to play a more important role in the increasingly complex overseas identity planning market.

To learn more about Times Global's services, please download the corporate brochure: Times Global Brochure (PDF)