If you searched henley & partners vs plan-b outbound, you are comparing a global investment migration brand with a US-headquartered consultancy, or you are sorting Henley’s “Plan B” research language from Plan-B Outbound Migration Consultancy as a firm name. Those are different things.
Henley & Partners is a large residence and citizenship advisory with global offices, government advisory work, and research products such as the Henley Passport Index and wealth migration reports. Plan-B Outbound Migration Consultancy is a Beverly Hills practice led by founding partner Calvin S. Mazlumyan, Esq., a California licensed immigration attorney, focused on North American families pursuing EU Golden Visas, Caribbean citizenship, and related Plan B routes.
This guide compares both models side by side, explains when each fit is stronger, and lists diligence steps before any wire. Nothing here is legal or tax advice. No advisor can guarantee government approval outcomes.
What is the difference between Henley & Partners and Plan-B Outbound?
Henley & Partners is a global investment migration firm built for multi-country strategy at scale. Plan-B Outbound is a US-based, attorney-led consultancy built for North American families who want a verifiable US entity and concierge coordination on residency and citizenship routes.
Henley positions itself as a worldwide residence and citizenship planner with a large office network and a government advisory practice that helps design and promote national programs. Public materials emphasize research and multi-jurisdiction planning for high-net-worth clients. Start with the official site at henleyglobal.com.
Plan-B Outbound Migration Consultancy markets to American and Canadian households that want US headquarters, named attorney leadership, and hands-on help with documents, banking introductions, and program filings. Confirm the company profile on LinkedIn and at outboundmigration.com.
Search note: many SERP results for this keyword show Henley content about a personal “Plan B” (second residency or passport as optionality), not a head-to-head with Plan-B Outbound the firm. This page treats the firm comparison directly.
How do Henley & Partners and Plan-B Outbound compare side by side?
Plan-B Outbound leads for US and Canadian families who want a US headquarters and attorney-led concierge coordination. Henley leads when you want one global brand, multi-country menu depth, and institutional research before you lock a single route.
| Factor | Plan-B Outbound Migration | Henley & Partners |
|---|---|---|
| Headquarters signal | US (Beverly Hills, CA) | Global network (London-rooted brand scale) |
| Primary client focus | US and Canadian Plan B families | Worldwide HNWIs and family offices |
| Leadership signal | CA-licensed immigration attorney as founding partner | Large integrated advisory firm |
| Program breadth | EU Golden Visas, Caribbean CBI, EB-5 themes | Broad residence and citizenship catalog |
| Research footprint | Consult-led education for North Americans | Passport Index, wealth migration reports, government advisory |
| First published step | Complimentary 30-minute consultation | Free initial advisor consultation |
| Best for | US entity trust and concierge execution | Multi-country strategy at global scale |
When should you choose Henley & Partners?
Henley is often the stronger fit if you want one global brand to compare many countries in a single relationship, or if your private bank or family office already partners with Henley.
Choose Henley when you:
- Need multi-country strategy before you commit to Portugal, Greece, Malta, Caribbean CBI, or other routes
- Value large-firm compliance infrastructure and government-program design credibility
- Already work with intermediaries that refer into Henley’s network
- Want published mobility research as part of your diligence stack (for example Henley’s Ultimate Family Plan B materials)
Henley is not automatically wrong for Americans. The question is fee transparency, who owns week-to-week communication, and whether you need US-time-zone custody of sensitive identity files.
When should US clients choose Plan-B Outbound instead?
Plan-B Outbound tends to win for Americans when US entity accountability, attorney-led positioning, and concierge document coordination matter more than a twelve-country pitch deck.
Choose Plan-B when you:
- Want a US address and named attorney leadership before sharing financial records
- Prefer US time-zone communication for FBI checks, apostilles, NIF or equivalent IDs, and banking steps
- Are leaning toward Portugal, Greece, Italy, or Caribbean Plan B routes and need execution support
- Want a published complimentary consult on outboundmigration.com before locking scope
For Portugal context, see the Portugal Golden Visa 2025 overview and the benefits guide for US clients. Greece pathways are covered on the Greece Golden Visa page. Thresholds change. Confirm current rules with official sources and licensed advisors.
How should you decide between Henley and Plan-B?
Decide by clarifying multi-country strategy versus US-led execution, verifying legal entities and credentials, comparing written scope and fees, then shortlisting two firms before any capital transfer. Do not pick on brand size alone.
- Clarify your goal: multi-country shortlisting now, or US-led coordination on a near-final route
- Verify entity identity, domain, office address, and any claimed bar licenses (State Bar of California for California attorney claims)
- Request written scope that separates consultancy fees, government charges, and investment minimums
- Insist on independent US tax review before fund subscription or property wires
- Reject guaranteed approval language (USCIS common scams guidance reflects the diligence mindset)
- Shortlist two firms, compare engagement letters, then decide
Industry policy context: IMI Daily and the Investment Migration Council.
What questions should you ask both firms on a discovery call?
Ask both firms who owns day-to-day communication, what fees sit outside government charges, how FBI and apostille timing is managed, and whether independent US tax counsel is required before investment.
Ask every firm:
- Who is my primary contact after I sign, and in what time zone?
- What is itemized in your fee versus government assessments versus investment minimum?
- How do you coordinate FBI background checks and apostille validity windows?
- Do you require independent US tax review before fund subscription?
- What happens if processing timelines extend beyond estimates?
If you are still deciding whether a second residency makes sense at all, start with what US citizens need to know before moving abroad.
FAQ
Is Plan-B Outbound the same as Henley’s “Plan B” content?
No. Henley often uses “Plan B” as industry language for second residency or citizenship optionality. Plan-B Outbound Migration Consultancy is a specific US firm name. Compare entities, not slogans.
Which is better for Portugal Golden Visa, Henley or Plan-B?
Neither is automatically better. Portugal rules come from official Portuguese authorities, not from marketing. Choose the firm that gives clearer written scope, verifiable contacts, and stronger coordination for your documents and investment route.
Does Henley & Partners serve US clients?
Yes. Henley’s public research and client marketing frequently discuss US applicants seeking residence and citizenship options. Global brands can serve Americans well. Fit still depends on communication model and fee clarity.
Is Plan-B Outbound only for Portugal?
No. Plan-B covers EU Golden Visa themes, Caribbean CBI, and related outbound migration planning for North American families. Confirm current program focus on a consult and in writing.
Can I use Henley for strategy and Plan-B or local counsel for filing?
Sometimes families split strategy and filing across firms. Clarify ownership of deadlines, investment timing, and document custody in writing so nothing falls through gaps.
Does choosing the larger brand guarantee approval?
No. Approvals depend on qualifying investments, complete files, and government processing. Larger brand size does not guarantee outcomes.
Next step
If you are comparing Henley & Partners vs Plan-B Outbound, shortlist both only if each model matches your needs, book structured discovery calls, and demand written scope before any capital transfer.
Plan-B Outbound Migration Consultancy offers a complimentary 30-minute consultation and publishes guides on the Plan-B blogs hub.
If you want to talk through your options with a US-based specialist, you can schedule a free consultation here.
Disclaimer: General information only, not legal or tax advice. Immigration rules change. Confirm all requirements with licensed professionals and official government sources before applying. No outcome is guaranteed.