
A client who asks about a residence or citizenship program is also choosing where to live and what to pay there. Patrician.ch for Firms puts that answer on your own site and in a report under your name.
In short
A program page tells a client what the route costs and how long it takes. The client is deciding something larger: where the family will live, what the income will be taxed at there, and what leaving the old country costs.
An agent who can show the route and the life after it in 1 view is the one the client writes to. That view is what the widgets and the Dossier give you, on the client's own income and passports.
Each one is 1 line of code your web person pastes. It carries your logo and your color, and its button sends the visitor's numbers to you.
All 9 widgets (the engine, the globe, the board, the passport ladder, the exit tax calculator, the route finder, the tax calculator, passports side by side and the ordinary day) run through the trial and on the Firm plan. The Advisor plan carries the 4 calculators.
When a visitor presses your button, their name, their email and what they entered reach your Lead inbox and your email within seconds. Each lead opens as a 1-page brief: income, passports, where they live now and the places that lead for them.
Your booking link can open for them the moment they send. Each lead can post to your CRM through a webhook, and the inbox exports to CSV.
The Dossier ranks all 100 places on the client's numbers and reads the leading 3 side by side: tax line by line, what leaving costs, the route in, cost of life, schools and safety. A sample of the figures behind it, for places with an investment route:
| Place | Income tax on $1M | Kept |
|---|---|---|
| Dubai | $0 | $1,000,000 |
| Valletta | $339,284 | $660,716 |
| Lisbon | $507,614 | $492,386 |
| Limassol | $336,662 | $663,338 |
| Panama City | $0 | $1,000,000 |
| Athens | $428,942 | $571,058 |
Income tax only, on the standard rules for a resident. A special regime for new arrivals, where one exists, is named on the place's own page. Computed on the Patrician.ch 2026 model, current to October 2026. The tax calculator runs any income.
The trial includes all 9 widgets and 3 Dossiers, and no card is taken. The Advisor plan ($190 a month) includes 5 reports a month and the 4 calculators, co-branded. The Firm plan ($490 a month) includes 20 reports a month, all 9 widgets with inquiries, your logo and color only, and up to 5 users. Cancel any time.
No. It is software that compares places to live on published figures.
Your firm advises and files, under its own license and name.
The route finder shows the published way into each of the 100 places for the passports a visitor picks.
Your button, your booking link and your name sit on it, and the inquiry comes to you.
The residence routes of all 100 places, 66 passports, and the investor citizenship routes in the Caribbean that are on the board.
Each place page names the route and its source.
The trial is free for 14 days, with all 9 widgets and 3 Dossiers, and no card is taken.
After that the Advisor plan is $190 a month and the Firm plan is $490 a month.
Patrician.ch for Firms is self-serve software that produces comparison research. It is not tax, legal or immigration advice, and your firm's own advice goes around it.
Tax figures use a simplified marginal model with indicative 2026 brackets for a non-US single filer, ignore social contributions, most deductions, wealth taxes, and treaties, and are not advice. Residence rules change often. Verify before acting.
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