The Golden Quarter Show with Lorena Jimenez

CIVITAS POST
  • 0.0 (0)
  • Business
  • Updated Semimonthly

''The Golden Quarter Show" has a simple purpose - to provide insights on all things wealth, residence by investment, citizenship by investment, funds, and taxes and shed light on the movers and shakers in the industry. This 15-minute podcast is hosted by Lorena Jimenez, a former industry professional with over 16 years of experience in international tax, investment migration, corporate and fund services. CIVITAS POST's mission is to build a platform where advisers to high-net-worth individuals connect, expand their global reach, and generate new business opportunities W: www.civitaspost.com

  1. Jan 11

    S3E2 Greece's Opportunities for HNWIs:A Conversation with Christiana Georgaki at Georgaki & Partners

    Georgaki & Partners is a boutique law firm specializing in Greek immigration, investment migration, and tax-efficient relocation solutions for international individuals and families. The firm advises investors, entrepreneurs, and globally mobile professionals on the Greek Golden Visa, Non-Dom status, and long-term settlement in Greece as well as on all foreign direct investment and corporate or business affairs. We welcomed Christina Georgaki, Founder and Managing Partner of Georgaki & Partners, to The Golden Quarter Show. Christina shared her journey as an entrepreneur and legal advisor, and offered a grounded perspective on why Greece continues to attract global capital and talent. Key takeaways from our discussion: • Greek Golden Visa evolution: Despite investment thresholds having gone up, Greece remains one of Europe’s most compelling residency-by-investment options when structured correctly. • Non-Dom Greece: The flat-tax regime is a powerful tool for high-net-worth individuals seeking lifestyle, predictability, and tax efficiency within the EU. • Entrepreneurial journey: Christina shared the story of building a law firm focused on FDI which now is equipped with over 30 lawyers, her goals and ambitions, and commitment to develop the next-gen of lawyers • Lifestyle meets strategy: Greece offers more than residency—it delivers culture, quality of life in a secure EU nation and a growing international business ecosystem. Learn more at georgakipartners.com

    S3E2 Greece's Opportunities for HNWIs:A Conversation with Christiana Georgaki at Georgaki & Partners

  2. 10/22/2025

    S3E1 International Lawyers in Asia and Europe: A Conversation with Tom Wong at Friedland Law

    Friedland Trelcat Bonnici is a full-service international law firm bridging Asia and Europe. The firm supports, and business law guiding private clients and corporations through the complexities of cross-border structuring, residence, and citizenship by investment. We welcomed Tom Wong, Partner at Friedland Trelcat Bonnici. Tom heads US/Asia business development from Bangkok, focused on residence & citizenship planning for HNW families and founders. Key Takeaways from our conversation on The Golden Quarter Show include: Outbound US demand is surging for second residence/citizenship—drivers range from political volatility and safety to remote-work flexibility and education planning. Europe still pulls: Portugal remains a top EU residence path via funds/HQA/D-7 visas but diligence is essential as rules shift. New Zealand’s Active Investor Plus is back on the radar for UHNW Americans after 2025 rule relaxations. Asia as a lifestyle hub: Thailand’s LTR framework keeps drawing long-stay professionals and retirees. Do it right, not fast: Immigration, tax, banking and asset placement must be planned together To learn more about Friedland Trelcat Bonnici, visit www.friedlandlaw.com

    S3E1 International Lawyers in Asia and Europe: A Conversation with Tom Wong at Friedland Law

  3. 11/29/2023

    S2.E9. Portugal's Changing Investment Migration Landscape : A Conversation with Susana Yang at The Golden Portugal

    The Golden Portugal is your trusted service provider for Residency by Investment in the EU. Whether you seek a second passport, or a change of scenery, we are here to guide you through the process of securing residency through various investment routes. www.thegoldenportugal.com Susana Yang is a dynamic entrepreneur who has built her career over the decades working for multinational corporations such as Bank of America, Merrill Lynch, Banco Nacional Ultramarino (a subsidiary of Portugal’s largest bank, Caixa Geral de Depósitos), Standard Chartered Bank, Hang Seng Bank, and Huawei. Over five years ago she took the entrepreneurial route and launched her investment migration firm - The Golden Portugal. Susana holds a B.A. from the University of Toronto and an MBA from the Hong Kong University of Science and Technology and has achieved the CFA Level III. We welcomed Susan Yang, Founder and MD of The Golden Portugal ⁠⁠🎙️ ⁠⁠Key Takeaways from our conversation include: 1. The latest developments on the changes in Portugal in terms of the Portugal Golden Visa and the termination of the direct real estate investment route 2. What the appetite is like for the newly restructured Portugal Golden Visa 3. Why Portugal still retains its lure as the winning European residence by investment solution 4. The growth and expansion plans of The Golden Portugal in 2024 Read more about The Golden Portugal on The Washington Times https://www.washingtontimes.com/news/2022/feb/9/the-specialists-of-portugals-golden-visa-program/  our conversation was initially recorded in October '23. To get in touch with our guest Susana Yang to discuss any investment migration advisory or other Portugal Golden Visa matters you can email  info@thegoldenportugal.com NOTE: Portugal has recently announced more changes to its citizenship and residence by investment regulations. Listeners are advised to avail sound legal and fiscal guidance on any potential residency programs to ensure they are the latest and most accurate available.

    S2.E9. Portugal's Changing Investment Migration Landscape : A Conversation with Susana Yang at The Golden Portugal

  4. 04/24/2023

    S2.E8. The Closure of the Irish Immigrant Investor Program: A Conversation with Val O'Brien at Black Lion Ireland

    Black Lion is dedicated to helping create wealth and long term value for its stakeholders, it assists with evaluating and assessing potential investment options and targets for those foreign investors looking at Ireland, through several routes including the Irish Immigrant Investor Programme. Val has over 14 years’ experience in financial consulting, management, and advisory roles within a wide range of sectors and has advised on a number of valuations, due diligence, restructuring and strategic growth projects. Recently, Val has played key consulting roles for transactions that include the sale of a Central Bank regulated company for a sales price in excess of €50 million and the listing of an Irish based exploration company on the Main Market of the London Stock Exchange. Val is a Chartered Accountant and holds a Bachelor of Science Degree (Economics & Finance) from University College Dublin. We welcome Val 'O Brien, Director at Black Lion Ireland.  ⁠🎙️ ⁠Key Takeaways from our conversation include: 1. The latest developments on the European Union's clamp down on residency by investment programs 2. How the Irish Investor Immigrant Program closure will unfold, the endowment option, and enterprise option 3. The less utilized immigration options for those exploring Ireland 4. A case study of an Asian client relocating to Ireland under the IIP. Read more about BLACK LION IRELAND on The Washington Times https://www.washingtontimes.com/news/2023/feb/5/evaluating-investments-that-qualify-for-irish-resi/  our conversation was initially recorded in March '23. To get in touch with our guest Val 'O Brien to discuss any investment migration advisory, investment, or other Irish investment queries you can email info@blacklionireland.ie NOTE: Ireland's Irish Immigrant Investor Program is being wound down, listeners are advised to avail sound legal and fiscal guidance on any potential residency programs to ensure they are the latest available.

    S2.E8. The Closure of the Irish Immigrant Investor Program: A Conversation with Val O'Brien at Black Lion Ireland

  5. 02/12/2023

    S2.E7. Switzerland the Ideal Wealth Hub: A Conversation with Rita Lysenko at TIMES MANAGEMENT

    Times Management (‘TM’), is above all things a ‘problem solver’, it offers a full spectrum of services to high-net-worth individuals including relocation and corporate and tax structuring services, as well as lifestyle management services, real estate and private equity investment scouting. Rita has extensive experience working with affluent individuals, supporting them in all matters from corporate structuring to private client matters. She assists families interested in making a move to Switzerland or investing in fine art, real estate, or any other asset class supported by a network of world-class associates. We welcome Rita Lysenko, Director at Times Management.  ⁠🎙️ ⁠Key Takeaways from our conversation include: 1. What led Rita to launch Times Management 2. Why Switzerland is the go-to for the well to-do citizen 3. Regulation and compliance and why its important to work with the right service providers 4. Case studies of clients who've been supported in critical moments led by TM's expert advice Read more about TIMES MANAGEMENT on The Washington Times https://www.washingtontimes.com/news/2022/oct/3/times-management-brings-together-global-expertise-/   our conversation was initially recorded in December '22. To get in touch with our guest Rita Lysenko to discuss any investment migration advisory, wealth or tax structuring queries you can email info@times-management.ch NOTE: Listeners are advised to avail sound legal and fiscal guidance on any potential wealth management to ensure they are the latest available.

    S2.E7. Switzerland the Ideal Wealth Hub: A Conversation with Rita Lysenko at TIMES MANAGEMENT

  6. 12/16/2022

    S2.E6. Why relocating to Portugal is the right choice: A Conversation with Pieter van Nuenen at The Portugal Company

    The Portugal Company specialize in expat relocations, and have over 20 years of experience in the Portuguese real estate market.  Whether you have decided to relocate but would like guidance in determining what part of Portugal (or even what neighborhood in a given city!) might best suit your family’s needs or whether you need expert guidance from a local to navigate the Portuguese real estate market, or if you’ve identified a property and would like someone to represent you in negotiations, we can help. We welcome Pieter van Nuenen, Director at the Portugal Company ⁠🎙️ ⁠Key Takeaways from our conversation include: 1. What led to the launch of The Portugal Company - founders story 2. Developments in the Portugal Golden Visa sphere 3. The different regions, options, and real estate targets for foreign investors 4. An outlook on the Portuguese market and what lies ahead Read more about The Portugal Company on The Washington Times https://www.washingtontimes.com/news/2022/feb/9/guiding-us-citizens-to-invest-and-relocate-to-port/ our conversation was initially recorded in August '22. To get in touch with our guest Pieter van Nuenen to discuss any investment migration advisory, real estate or expat relocation queries you can email support@theportugalcompany.com NOTE: Listeners are advised to avail sound legal and fiscal guidance on any potential investment.

    S2.E6. Why relocating to Portugal is the right choice: A Conversation with Pieter van Nuenen at The Portugal Company

  7. 11/30/2022

    S2.E5. Real Estate investments and Relocations to Portugal: A Conversation with Nelleke Bos at Splendour

    Relocationel (Splendour Luxury Group) in Portugal offer Real Estate, Relocation, Design and Lifestyle management all under one hub. They cover a full range of services from sourcing luxury real estate to travel assistance with luxury hotels, private car, plane or yacht travel and bespoke art investments. Nelleke Bos has been spearheading the group's efforts to ensure that clients can rely on a full spectrum of solutions, all under one roof. We welcome Nelleke Bos, CEO at Relocationel (Splendour Luxury Group) ⁠🎙️ ⁠Key Takeaways from our conversation include: 1. The motivations to launch the business and passion for Portugal 2. Why wealth individuals are interested in the Portuguese real estate market 3. The luxury lifestyle Portugal offers and how Ms Bos supports with a full spectrum of investment, advisory, relocation and concierge services 4. Case studies of families relocating and their key family and investment considerations. 5. What lies ahead for the company in the coming years Read more about SPLENDOUR LUXURY GROUP on The Washington Times https://www.washingtontimes.com/news/2022/feb/9/relocationel-offers-premium-and-complete-relocatio/ our conversation was initially recorded in September '22. To get in touch with our guest Nelleke Bos to discuss any investment migration advisory, real estate, or other Portugal investment queries you can email info@splendourluxurygroup.com NOTE: Listeners are advised to avail sound legal and fiscal guidance on any potential residency programs to ensure they are the latest available.

    S2.E5. Real Estate investments and Relocations to Portugal: A Conversation with Nelleke Bos at Splendour

  8. 10/30/2022

    S2.E4. A One-Stop Shop for Investors and Expats in Portugal: A Conversation with Frederico Gouveia MP at NEWCO

    NEWCO is a one-stop shop for investors and expatriates in Portugal, it has more than 30 years’ experience helping investors and expatriates in a range of services for Residence by Investment, Digital Nomad Visas, real estate investment, corporate services and consulting services. Frederico Gouveia e Silva is NEWCO’s Managing Partner, overseeing the executive management of the company, as well as spearheading the business development of new markets. He holds a Bachelor's Degree in Economics from the Universidade Nova de Lisboa (New Lisbon University) and has taken various postgraduate courses in Taxation and in Accounting, as a result of which he is a qualified tax consultant and chartered accountant. He has also been the chairman of the Bureau of the International Business Centre of Madeira (CINM) at the Madeira Chamber of Commerce and Industry (ACIF-CCM) and Vice-President of the Association of Professionals of the International Business Centre of Madeira (APCINM). Additionally, he is member of the International Fiscal Association (IFA). We welcome Frederico Gouveia, Managing Partner at NEWCO.  🎙️ Key Takeaways from our conversation include: 1. The wide range of services NEWCO offers in Portugal from corporate services, to relocation, tax and concierge services 2. The driving motivation behind Portugal's lure from American and international investors, which go far beyond the Madeira tax incentives and the Non Habitual Tax Residence regime 3. How NEWCO supports clients not only in their relocation or temporary residence but with all the ongoing compliance, company setup, real estate, and tax matters 4. The reason why NEWCO is the go-to for expats and investors is their long-standing experience and multi-disciplinary team Read more about NEWCO on CP- www.civitaspost.com our conversation was initially recorded in September '22. To get in touch with our guest Frederico Gouveia to explore Portuguese company formation, relocation, tax, compliance or advisory services you can email info@newco.pro NOTE: Portugal's Golden Visa is under contentious public debate with its closure impending, listeners are advised to avail sound legal and fiscal guidance on any potential residency programs to ensure they are the latest available.

    S2.E4. A One-Stop Shop for Investors and Expats in Portugal: A Conversation with Frederico Gouveia MP at NEWCO
See All (20)

Trailer

About

''The Golden Quarter Show" has a simple purpose - to provide insights on all things wealth, residence by investment, citizenship by investment, funds, and taxes and shed light on the movers and shakers in the industry. This 15-minute podcast is hosted by Lorena Jimenez, a former industry professional with over 16 years of experience in international tax, investment migration, corporate and fund services. CIVITAS POST's mission is to build a platform where advisers to high-net-worth individuals connect, expand their global reach, and generate new business opportunities W: www.civitaspost.com

Information