Overview
Relocating a family involves dozens of interdependent tasks. A lease may be required to register an address; an address may be needed to open a bank account; a bank account may be needed to pay a school deposit or sign a utility contract; and a local tax or social security number may be needed for almost everything. When these steps are not sequenced, families can spend weeks waiting for one document to unlock the next.
Our relocation and concierge service brings these steps into a single plan, built around the family's immigration route and arrival date. We coordinate trusted local providers for housing, movers, insurance and translation, and we prepare the documentation that landlords, banks and public authorities will request. Families receive one timeline and one point of contact rather than a list of separate suppliers.
Banking deserves particular attention. Banks apply their own customer due diligence and anti-money laundering checks, and new residents with international wealth are often asked for detailed source-of-funds evidence. In the European Union, Directive 2014/92/EU gives consumers legally resident in the Union a right to a payment account with basic features, but private banking and investment relationships remain at each bank's discretion. We prepare clients for those conversations and make introductions; we do not guarantee account opening.
Settling in continues after the keys are handed over. Registering with healthcare providers, exchanging driving licences, enrolling in local schemes and understanding local customs and administration all take time. We stay involved through the first months so the family can focus on building its life in the new country.
Key benefits
- A single relocation timeline aligned with the immigration and school calendar
- Housing search focused on the family's priorities, from school proximity to security
- Preparation for bank due diligence, with introductions to suitable institutions
- Guidance on public and private healthcare registration and international insurance
- Support with local registrations, tax numbers and driving licence exchange
- Discreet handling of personal information shared with landlords, banks and providers
- Continuity of contact through the first months after arrival
Requirements
- A valid visa, residence permit or approved application for the destination country
- Confirmed or expected arrival date and family members relocating
- Housing brief covering budget, location, size, lease or purchase, and timing
- Source-of-funds and identity documents for bank onboarding
- Existing health records and insurance details for each family member
- Driving licences and vehicle documents where an exchange or import is planned
- Pet health and travel documents where applicable
Service modules
Housing
Neighbourhood orientation, property search, viewings, lease negotiation support with local counsel, and coordination of utilities and inventory.
Banking introductions
Preparation of a bank-ready onboarding file and introductions to retail or private banks, with support through the due diligence process.
Healthcare and insurance
Guidance on registering with public healthcare where eligible, identifying private practitioners and arranging international health cover.
Registrations and settling-in
Address registration, tax and social security numbers, driving licence exchange, and practical orientation for the first weeks.
Step-by-step process
- 1
Relocation brief
We agree the family's priorities, arrival date and the services required.
- 2
Sequenced plan
We build a timeline that orders housing, banking, registrations and schooling so each step unlocks the next.
- 3
Pre-arrival preparation
We prepare documents, shortlist housing and line up bank and healthcare introductions.
- 4
Arrival
We coordinate viewings, lease signing, registrations and appointments in the first weeks.
- 5
Settling-in support
We remain available for administrative questions and follow-up through the first months.
Typical documents
- Passports and visas or residence permits for each family member
- Birth and marriage certificates, apostilled and translated where required
- Proof of income or funds for landlords and banks
- Bank reference letters and statements
- Health insurance certificates and medical records
- Driving licences and international driving permits
- School enrolment confirmations where relevant
- Lease or property purchase documents once signed
How Legal Wealth helps
Legal Wealth coordinates the practical side of a family's move with the same care we apply to the residence application itself. We sequence each step, prepare the paperwork landlords, banks and authorities will ask for, and work with vetted local providers so the family has one point of contact throughout. Banks, landlords and authorities make their own decisions; our role is to make sure the family arrives well prepared and properly supported.
Enquire with Legal WealthFrequently asked questions
Can you guarantee a bank account?
No. Each bank applies its own due diligence and risk appetite. We prepare a complete onboarding file and introduce clients to institutions suited to their profile, which significantly reduces delays.
Do we need to rent before we buy?
Often it is sensible to rent first while the family learns the area, unless a property purchase is part of the residence programme. We can support either approach.
Can we access public healthcare?
Eligibility depends on the country, the type of residence permit and sometimes on social security contributions. We explain the rules and arrange private cover where needed.
How soon should we start planning?
Ideally two to three months before arrival, and earlier where school admissions or a property purchase are involved.
Do you support moves to any country?
We focus on the countries covered by our residence and citizenship advisory and work with local providers in each. We confirm coverage at the start of each engagement.
Last reviewed: 2026-10. Requirements, fees and timelines change. Information is general, reviewed on the date shown, and is not legal or tax advice.
