IMI Official Partner: Windsor Capital Management — RCBI, residency and citizenship advisory with a family office approach

Windsor Capital Management doesn’t operate on a “one-size-fits-all” service model. The London-based firm has built a private client family office format, where planning for residency and citizenship by investment (RCBI) is embedded within broader advisory work: banking solutions, capital structuring, investments in the oil and gas sector, and estate planning.

It’s this interdisciplinary approach that sets Windsor apart in the market. Clients who come looking for a second passport often remain engaged for ongoing structuring. And those who approach through a family office frequently find that RCBI solves a mobility challenge they hadn’t yet fully defined.

Below is what you should know about the new IMI Official Partner.

About Windsor Capital Management

Windsor Capital Management is a London advisory firm serving private clients. Its core principle is simple and enduring: trust and long-term relationships underpin everything it does.

The company operates as a family office services provider and offers clients a curated set of solutions across different areas—ranging from banking and investment/asset structuring to family office consulting and support related to citizenship and residency by investment.

Windsor understands the complexity of today’s environment for high- and ultra-high-net-worth clients, and structures its engagement to work “with” the client and their objectives.

What Windsor Capital Management does

The foundation is tailored and well-considered consulting—particularly in demand in the HNW and UHNW segment today. RCBI is one of the key pillars of Windsor’s offering: it helps clients and their families obtain second citizenship, access European residency pathways, and expand global mobility.

At the same time, RCBI is treated not as a standalone transaction, but as part of the client’s wider financial and personal strategy. In other words, investment migration is connected to the broader context—capital, planning, and family goals.

A telling example of how Windsor combines global mobility objectives with investments of social and practical value is its recent partnership with RYSE Asset Management on the RYSE Golden Opportunities Fund project. This is a HealthTech venture fund in Portugal that meets the requirements for the Golden Visa.

Who Windsor Capital Management works with

Windsor’s clients are individuals and families with high/ultra-high net worth—often with international presence and cross-border needs. The firm has developed particularly strong capabilities for clients in Africa, where demand for global mobility solutions, second citizenship, and international asset structuring has grown noticeably in recent years.

Typically, this is an audience that requires confidentiality, expertise, and a dependable partner able to coordinate multiple disciplines—investments, residency, banking solutions, and estate planning—under one coherent framework and a single “umbrella.”

Windsor also works alongside a network of professional intermediaries: lawyers, independent financial advisers, and family office practitioners. This collaboration model is designed to keep the end client’s interests at the center.

Why Windsor Capital Management joined IMI

The IMI community is exactly the kind of international professional network Windsor is built to engage with. Joining IMI was a natural next step: the firm increases its visibility within the citizenship and residency by investment professional ecosystem and gains access to relationships with lawyers, advisers, fund managers, and intermediaries who serve a similar international audience.

In addition, Windsor views IMI as a platform to exchange perspectives on how investment migration is evolving and which trends are shaping the market.

How IMI specialists can work with Windsor Capital Management

Windsor is open to discussions with IMI participants across all areas. If you’re a licensed agent seeking a reliable partner, if you’re a lawyer who wants to refer clients needing broader support on capital and family office matters, or if you’re a consulting firm considering strategic collaboration—Windsor is ready to discuss options.

The collaboration is based on a relationship-driven, not transactional, approach. Cooperation becomes possible where there is a shared interest in helping clients effectively and with quality.

Windsor’s family-office DNA is especially visible in the RCBI market, where many companies focus exclusively on mobility. The multi-vertical consulting model, supported by “pipeline” expertise in the Africa market, and the partnership with RYSE Asset Management on a fund aligned with the Portugal Golden Visa, enable Windsor to operate at the intersection of global mobility and comprehensive wealth planning—benefiting IMI specialists and their clients.

You can view Windsor Capital Management’s IMI Official Partner profile here.

IMI Official Partners are leading organizations in the profession. Visit the IMI Official Partner page to register your interest.

If you’re considering citizenship or residency by investment as part of a broader plan — including capital structuring and estate planning — Digital Nomad will help you navigate requirements and choose the right path. Learn more here: https://digital-nomad.gr/en/goldenvisa.

Our Telegram channel about various types of Greek residence permits, digital nomad programs, and the Greek Golden Visa: @digitalnomadgr