A team of current and former investment bankers delivering precision-led strategies across real estate, venture capital, immigration, and wealth planning across three continents.
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Real Estate Investment
Premium residential and commercial opportunities across global gateway cities and emerging markets.
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Venture Capital & PE
Access to curated deal flow in growth-stage companies, funds, and private equity structures.
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Immigration & Residency
Residency by investment and citizenship programmes across Europe and the Caribbean.
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3Continents
Who We Are
Banking Expertise, Global Reach
Veritas is run by a team of current and former investment bankers who bring institutional rigour to private client advisory. We operate at the intersection of capital markets, real estate, and cross-border mobility.
With offices across the United States, Europe, and India, we serve entrepreneurs, family offices, and institutional investors seeking exposure to premium global markets.
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Investment Banking DNA
Our principals bring experience from bulge-bracket and boutique investment banks.
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Truly Global Offices
US, European, and Indian offices enable us to serve clients across time zones.
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Fiduciary Standard
We act in our clients' interests, with transparent fee structures and conflict-free advice.
🌍 European Markets — Residency, Real Estate & Opportunity
Cyprus
Strategic EU island gateway combining low corporate tax, English-speaking infrastructure, and a growing tech ecosystem attracting global investors.
Golden VisaEU ResidencyTax Efficient
Greece
Europe's most competitive Golden Visa from €250k, with a booming tourism market and surging prime real estate values in Athens and the islands.
Golden VisaFrom €250kTourism Market
Malta
EU citizenship by naturalisation programme, English-speaking jurisdiction with robust financial services sector and Schengen access.
EU CitizenshipSchengenEnglish-Speaking
Spain
Non-Dom tax regimes, lifestyle residency, and deep real estate liquidity across Barcelona, Madrid, Costa del Sol, and the Balearic Islands.
LifestyleNon-Dom RegimePrime Real Estate
Portugal
Investment Fund route to EU residency, NHR tax regime, and established real estate market with strong rental yields in Porto and Algarve.
NHR TaxFund RouteEU Residency
Italy
Flat-tax regime for HNWIs, investor visa programme, and exceptional value in prime Italian real estate from Milan to the Amalfi Coast.
Flat TaxInvestor VisaLifestyle
🌎 Americas Markets — US Gateway & Caribbean Citizenship
New York
World's premier financial centre offering Manhattan commercial, prime residential, and EB-5 investment immigration pathways.
EB-5 VisaPrime CommercialUS Market
Cap Rate: 3.5–5.5% · Min: $500k
Florida
No state income tax, booming Miami luxury market, and strong demand from Latin American capital. EB-5 and E-2 pathways available.
No State TaxLuxury MarketE-2 Visa
Cap Rate: 4.5–6.5% · Min: $250k
St Kitts & Nevis
The original Caribbean CBI programme with a solid real estate option and visa-free access to the UK, Schengen, and over 150 countries.
CBI Programme150+ CountriesUK Access
Min Investment: $250k · Passport: Year 1
Antigua & Barbuda
Family-friendly CBI with fund or real estate options, offering excellent visa-free travel and a growing luxury tourism infrastructure.
CBIFamily OptionSchengen Access
Min Investment: $200k · Processing: 3–4 Months
Dominica
Most affordable Caribbean CBI, consistently ranked among the top globally. Fund or real estate routes with strong passport mobility.
From $100kTop-Ranked CBIAffordable
Min Investment: $100k · Processing: 2–3 Months
Grenada
The only Caribbean CBI nation with a US E-2 Treaty — enabling Grenadian citizens to apply for US investor visas. Exceptional strategic value.
US E-2 TreatyCBIUS Investor Visa
Min Investment: $150k · US E-2: Unique Access
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Ready to Explore Global Opportunities?
Our advisors are available across New York, Florida, Europe, and India. Let's align capital with your goals.
About Veritas
Banking Expertise, Global Standards
A firm built on institutional rigour and a genuine understanding of cross-border capital markets.
Our Mission
Where Institutional Knowledge Meets Private Ambition
Veritas was built on a single conviction: that private clients deserve the same quality of advice that institutional investors receive.
Our principals are current and former investment bankers who have structured transactions across asset classes and jurisdictions. We bring that depth of experience to every client mandate — whether it's sourcing a real estate investment in Southern Europe, structuring a venture capital placement, or navigating a citizenship-by-investment programme.
With offices spanning the United States, Europe, and India, we serve a globally mobile client base: entrepreneurs, family offices, high-net-worth individuals, and institutions seeking thoughtful, conflict-free advisory.
We do not sell products. We deliver outcomes.
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New York
+1 (323) 542-6894
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Florida
+1 (813) 526-9015
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Europe
Multiple Locations
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India
+91 9212000095
Our Values
The Principles That Guide Us
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Precision
We approach every mandate with the analytical rigour of a capital markets transaction — no generalisations, no guesswork.
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Integrity
Our advice is conflict-free. We do not receive undisclosed commissions or distribute third-party products without full transparency.
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Global Perspective
Operating across continents gives us genuine on-the-ground intelligence that single-market advisors simply cannot replicate.
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Institutional Standards
Every recommendation is backed by structured due diligence, legal review, and quantitative analysis.
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Long-term Partnership
Our 96% retention rate reflects relationships built on sustained performance, not transactional engagement.
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Execution Excellence
We close. Our deal teams are structured to move at the pace of opportunity without compromising on quality.
Start a Conversation
Tell us about your investment objectives and we'll match you with the right advisor in your region.
What We Do
Services Designed for Global Ambition
Four integrated service lines, one unified advisory approach.
Service 01
Real Estate Investment
From Manhattan penthouses to Mediterranean villas, we source, structure, and manage real estate mandates with institutional precision.
Prime residential and luxury property sourcing in global gateway cities
Commercial real estate — offices, retail, hospitality across US and Europe
Residency-qualifying real estate in Greece, Cyprus, Spain, Portugal, and the Caribbean
Off-market deal access through our banking and developer network
Full transaction management: legal, tax structuring, and closing coordination
Portfolio review and asset management for existing real estate holdings
Service 02
Venture Capital & Private Equity
We connect sophisticated investors with curated access to growth-stage companies, institutional PE funds, and co-investment structures.
Curated venture deal flow sourced from our banking network and VC relationships
PE fund allocation and secondary market transactions
Growth equity mandates across technology, healthcare, and fintech sectors
EB-5 compliant investment structures for US immigration pathways
Emerging markets VC exposure via our India and MENA network
Service 03
Immigration & Residency
We navigate the world's leading residency-by-investment and citizenship-by-investment programmes, matching clients to the programme that best fits their profile.
European Golden Visa programmes: Greece, Cyprus, Spain, Portugal, Italy, Malta
Caribbean citizenship: St Kitts, Grenada (US E-2 Treaty), Antigua, Dominica
US immigration: EB-5 investor visa and E-2 treaty investor visa structuring
Programme comparison and eligibility assessment
End-to-end application management with qualified immigration lawyers
Second passport and travel document strategy for global mobility
Service 04
Wealth Planning & Tax Structuring
Cross-border wealth management and tax structuring designed for internationally mobile individuals and family offices.
Corporate holding structure design for multi-jurisdictional asset ownership
Trust and foundation structures for estate planning and asset protection
CRS/FATCA compliance and banking relationship management
Offshore and onshore portfolio allocation strategy
Family office setup and governance advisory
Not Sure Where to Start?
Our advisors will map your goals to the right combination of services across markets and asset classes.
Our Markets
Two Regions, Twelve Opportunities
Carefully selected markets offering residency, citizenship, real estate, and investment pathways across Europe and the Americas.
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Europe
Six EU markets offering Golden Visas, citizenship programmes, and premium real estate
Cyprus
An EU member state offering a Fast-Track Business Activation Mechanism and a compelling permanent residency programme for real estate investors. Low corporate tax at 12.5%, English-speaking legal and financial ecosystem, and direct access to EU capital markets.
EU Residency12.5% Corp TaxEnglish-SpeakingTech Hub
Min Residency: €300k
Greece
Europe's most popular Golden Visa with a minimum investment from €250k in designated regions. Athens has seen consistent prime real estate appreciation, while island properties attract both lifestyle and rental yield investors. Schengen access from day one.
Golden Visa From €250kSchengen Day 1Strong Appreciation
Rental Yield: 4–7% · Visa: 5-Year Renewable
Malta
The Malta Permanent Residence Programme and Malta Citizenship by Naturalisation offer EU and Schengen access in an English-speaking, common-law jurisdiction. Malta is also a leading EU financial services and gaming jurisdiction with favourable holding company rules.
EU CitizenshipSchengenCommon LawFinancial Hub
Citizenship From: €690k
Spain
The Non-Lucrative Visa, Digital Nomad Visa, and Beckham Law offer multiple entry points for investors and entrepreneurs. Barcelona, Madrid, and coastal markets remain in strong demand. Spain's lifestyle appeal and EU passport pathway make it one of the most sought-after destinations.
Beckham LawNon-Lucrative VisaEU PathwayLifestyle
Prime Madrid: €5–15k/m²
Portugal
The NHR (Non-Habitual Residency) tax regime offers significant income tax advantages for new residents. The Investment Fund route to the Golden Visa remains open and highly efficient. Porto, Lisbon, and the Algarve offer strong rental yields and consistent capital appreciation.
NHR Tax RegimeFund Route Golden VisaStrong Yields
Gross Yield: 4–6% · Fund Min: €500k
Italy
Italy's €100k flat tax regime for new residents is among Europe's most competitive. The Investor Visa provides a pathway to residency via qualifying investments in Italian companies or government bonds. Prime real estate in Milan, Florence, Rome, and the Amalfi Coast offers genuine long-term value.
€100k Flat TaxInvestor VisaPrime Real EstateEU Residency
Min Investment: €500k (startups €250k)
🌎 Americas Markets — US Gateway & Caribbean Citizenship
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Americas
US market access and six Caribbean CBI programmes, including the only nation with a US E-2 Treaty
New York
The world's benchmark financial market with global connectivity. Manhattan offers institutional-grade commercial assets, prime residential, and EB-5 qualifying projects with USCIS-approved regional centres. The New York metro area generates consistent demand across all property classes.
No state income tax, inbound migration from Latin America and the Northeast, and a surging luxury market centred on Miami, Palm Beach, and Tampa. Florida offers EB-5 and E-2 qualifying investments. Miami is rapidly establishing itself as a global financial and tech hub.
No State Income TaxMiami LuxuryEB-5 / E-2
Luxury Growth: +12% YoY · Cap Rate: 4.5–6.5%
St Kitts & Nevis
The world's oldest CBI programme, established in 1984, with a proven track record. Real estate and Sustainable Island State Contribution routes offer visa-free or visa-on-arrival access to 150+ countries including the UK, Schengen zone, and Singapore. No income tax on foreign-sourced income.
World's Oldest CBI150+ CountriesUK & Schengen
Min: $250k (Real Estate) · Processing: 45–60 Days
Antigua & Barbuda
Four investment routes including fund contribution, real estate, and business investment. Antigua passport grants access to 150+ countries, UK visa-free travel, and Schengen access. Family of up to four covered on a single application. Growing luxury tourism infrastructure with global resort brands.
4 Investment RoutesFamily Friendly150+ Countries
Min: $200k (Real Estate) · Fund: $230k (Family of 4)
Dominica
Consistently ranked as the world's most affordable and efficient CBI programme. Economic Diversification Fund and approved real estate routes. Dominica passport accesses 140+ countries with strong Asia-Pacific coverage including China and Hong Kong. No residency requirement.
Most Affordable CBITop Ranked140+ Countries
Min: $100k (EDF) · Real Estate: $200k
Grenada ★
Grenada is uniquely the only Caribbean CBI nation to hold a bilateral E-2 Treaty with the United States. This means Grenadian citizens can apply for a US E-2 Investor Visa — opening the door to US residency without the long EB-5 queue. CBI plus E-2 is the most powerful dual-strategy in international mobility today.
Initial Consultation:
All enquiries receive a complimentary 30-minute discovery call with a senior advisor. We'll assess your objectives, timeline, and budget before recommending a pathway.
Send an Enquiry
By submitting this form you acknowledge that Veritas Investment Management may contact you regarding your enquiry. Capital is at risk. This does not constitute financial advice.
