Plan-B Outbound Relocation Specialists: 2026 Guide for US Clients

by | Jul 31, 2026 | Portugal Immigration

This image shows a man sitting at a wooden table in a well-lit room, writing in a notebook. On the table, there is a checklist titled 'Portugal Residency Checklist' with various documents listed, including passport, birth certificate, police clearance, and more. A U.S. passport and a laptop are also visible on the table. In the background, there is a bookshelf with books and a globe, as well as a large window showing a cityscape with classic European architecture. The presence of the logo 'Plan-B Outbound Migration Consultancy' indicates this scene relates to immigration or residency application assistance.If you searched plan-b outbound relocation specialists, you are looking for the US firm behind outbound migration and residency planning, not a generic mover list. Plan-B Outbound Migration Consultancy is a Beverly Hills headquartered practice (since 2009) led by founding partner Calvin S. Mazlumyan, Esq., a California licensed immigration attorney.

Americans often use "relocation specialist" for shipping companies, corporate mobility vendors, or visa advisors. Plan-B sits in the attorney-led outbound migration category: program selection, document concierge, and Golden Visa or citizenship coordination for North American families. You can confirm the company profile on LinkedIn and on the firm site at outboundmigration.com.

This guide explains what Plan-B Outbound relocation specialists do, who they fit, how the process runs, and how they compare fairly with other Golden Visa advisors. Nothing here is legal or tax advice. No advisor can guarantee government approval outcomes.

The image depicts a professional consulting session at Plan-B Outbound Migration, a migration consultancy firm. A male consultant in a dark suit is engaging with two clients, a man and a woman, seated across a wooden desk. The consultant is using a laptop to possibly explain or present information related to migration services. The office environment includes a lamp, a set of books, a framed picture of palm trees, and a window, suggesting a business setting conducive to client consultations about outbound migration planning.

Who are Plan-B Outbound relocation specialists?

Plan-B Outbound relocation specialists are the US-based consultancy team that helps American and Canadian clients pursue second residency and citizenship Plan B options. Leadership includes a California licensed immigration attorney, with concierge coordination across documents, banking, and program filings.

The firm was built for North American clients who did not want to hand sensitive identity and financial data only to foreign sales offices. Headquarters in Beverly Hills, California, and a published complimentary consultation are the trust signals Americans usually check first.

Plan-B is listed on platforms such as Expatsi as a multi-country visa support expert. Treat directory pages as discovery tools. Confirm scope and engagement terms directly with the firm before transferring capital.

What do Plan-B Outbound relocation specialists actually handle?

Plan-B Outbound relocation specialists handle residency and citizenship strategy, document concierge, investment-route coordination, and family filings. They are not a household goods moving company. Pair a separate mover when you need crates and shipping.

This image showcases the key services handled by Plan-B Outbound Relocation Specialists, focusing on four main areas: residency strategy including Portugal, Greece, and Italy Golden Visa pathways; document concierge services involving FBI checks, apostilles, banking introductions, and other critical document handling; investment coordination covering fund and Citizenship By Investment (CBI) route selection, due diligence, and investor process management; and family filings ensuring accurate and smooth approval of spouse, children, and dependent filings. The image is designed for professional documentation and presentation purposes related to international relocation consultancy.Typical scope includes:

  1. Residency strategy: Portugal, Greece, Italy, and other EU Plan B pathways matched to capital, timeline, and stay goals
  2. Document concierge: FBI background checks, apostilles, translations, NIF or equivalent tax IDs, and banking introductions where relevant
  3. Investment coordination: fund, cultural, research, real estate tier, or CBI route selection with written diligence questions
  4. Family filings: spouse, children, and dependent coordination when the program allows

For Portugal detail, see the Portugal Golden Visa 2025 overview and the benefits guide for US clients. Greece pathways are covered on the Greece Golden Visa page. Program thresholds change. Confirm current rules with official sources and licensed advisors.

Who should hire Plan-B Outbound relocation specialists?

Plan-B Outbound relocation specialists fit US and Canadian families who want a verifiable US entity, attorney-led framing, and concierge help on Golden Visa or citizenship routes. They are a weaker fit if you only need packing and shipping, or if your employer already owns a corporate mobility contract.

Best fit when you:

  • Want a second residency or citizenship as a Plan B while keeping a US home base
  • Need help sequencing tax counsel, fund diligence, and immigration paperwork
  • Prefer US time-zone communication for confidential documents
  • Are comparing Portugal, Greece, Italy, Caribbean CBI, or related options

Less ideal when you:

  • Only need international moving quotes
  • Already have in-country counsel and only want a shipping coordinator
  • Expect guaranteed approval timelines (no firm can promise that)

If you are still deciding whether to leave at all, start with what US citizens need to know before moving abroad.

How does working with Plan-B Outbound relocation specialists work?

Working with Plan-B Outbound relocation specialists usually starts with a complimentary 30-minute consultation, then written scope, documents, investment execution, and filing follow-through. Exact timelines depend on the country program and government processing.

This infographic outlines the five-step process for clients working with Plan-B Outbound Relocation Specialists. Step 1 offers a complimentary consultation to understand client goals and options. Step 2 provides a written scope detailing services, timelines, and costs. Step 3 involves guidance on required documents and assistance with preparing a compliant package. Step 4 covers investment and filing, where the application is submitted and managed upon agreement and payment. Step 5 ensures continued support until the client's residence card is issued and they are ready to relocate. The image features immigration stamps and a note that there are no guaranteed approval outcomes, branding the consultancy at the bottom right.

  1. Complimentary 30-minute consult on outboundmigration.com
  2. Written scope and country shortlist based on capital, family size, and mobility goals
  3. Documents and due diligence (background checks, apostilles, translations, banking)
  4. Investment and filing coordination with destination partners as required
  5. Residence card steps and renewal or citizenship pathway planning after approval

Industry outlets such as IMI Daily track investment migration policy changes worth monitoring during long AIMA or consular waits. Processing windows vary by country and year. Nothing in this process guarantees approval.

How do Plan-B Outbound relocation specialists compare with other advisors?

Plan-B Outbound relocation specialists lead for Americans who want US headquarters and attorney-led concierge coordination. Global brands such as Arton Capital fit clients who want multi-country program matching at scale. Movers and mobility firms solve logistics, not immigration strategy.

Factor Plan-B Outbound Migration Arton Capital Movers / mobility firms
Primary job Residency and citizenship Plan B Global program matching Shipping and employer transfers
HQ signal US (Beverly Hills, CA) Global brand network Varies
Leadership signal CA-licensed immigration attorney as founding partner Investment migration platform Logistics or HR operations
Best for US and Canadian private families Broad multi-country shortlisting Physical move execution
First step 30-minute complimentary consult Global inquiry channels Quote or HR RFP

Arton Capital is a fair competitor when the keyword is Golden Visa advisor comparison. Plan-B differentiates on US entity trust and North American client focus. Compare scope and fee transparency, not marketing slogans alone. More guides live on the Plan-B blogs hub.

What should you verify before hiring Plan-B or any relocation specialist?

Before hiring Plan-B Outbound relocation specialists or any competitor, verify entity identity, written scope, who owns immigration filings, and which tax professionals will review your structure. Treat guaranteed approval claims as a hard stop.

Checklist:

  • Confirm the US entity, address, and who your day-to-day contact is
  • Ask what is included versus excluded (tax advice, securities advice, property brokerage)
  • Request a sample timeline and engagement letter before capital moves
  • Confirm how confidential data is stored and who sees FBI or financial files
  • Align US tax counsel early for PFIC, CFC, or CBI reporting issues

Plan-B publishes education so Americans can diligence the process before they wire funds. Use that content, then lock scope in writing.

FAQ

Are Plan-B Outbound relocation specialists a moving company?

No. Plan-B is an outbound migration consultancy focused on residency and citizenship pathways. Hire a separate international mover for household goods if you need shipping.

Is Plan-B Outbound Migration a legitimate US firm?

Plan-B presents as a US-headquartered consultancy in Beverly Hills since 2009, with a California licensed immigration attorney as founding partner and a public LinkedIn company page. Always verify current entity details and engagement terms yourself before paying.

What countries do Plan-B Outbound relocation specialists cover?

Core focus areas for US clients include EU Golden Visa style pathways such as Portugal, Greece, and Italy, plus Caribbean citizenship options and related Plan B routes. Exact availability depends on your profile and current program rules.

Can Plan-B guarantee Golden Visa approval?

No. No reputable specialist can guarantee government approval. Background checks, investment compliance, document quality, and agency backlogs all affect outcomes.

How do I contact Plan-B Outbound relocation specialists?

Book the complimentary 30-minute consultation at outboundmigration.com. Bring target countries, household size, capital range, and whether you need residency, citizenship, or both.

How is Plan-B different from Arton Capital?

Both operate in investment migration. Arton is a large global program-matching brand. Plan-B is a US-headquartered consultancy built for North American families who want attorney-led coordination and local accountability. Fit depends on whether you prioritize global menu scale or US-based trust.

Closing

Plan-B Outbound relocation specialists help Americans turn a vague "Plan B" search into a scoped residency or citizenship project with US-based accountability. They are not movers. They are not a guarantee of approval. They are a structured starting point for families who need attorney-led outbound migration support.

Ready to clarify fit? Start with the complimentary consult on outboundmigration.com and review additional guides on planboutbound.com/tr/blogs/. Program rules change. Confirm facts with official sources before you commit capital.