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Portugal Golden Visa · CMVM-regulated fund · Accredited investors

Your401(k)canfundyourEuropeanfuture.

One Planet Fund is a CMVM-regulated Golden Visa fund built for accredited US investors. Roll over your 401(k)/IRA — tax-deferred, no penalties — or invest cash or securities. One requirement: €500,000 of investable capital. One outcome: a target 13%+ Net IRR while your whole family gains EU residency.

Most common route401(k)/IRA eligibleTax-deferred rollover
€500,000 minimumSet by Golden Visa law
Accredited investors onlyRule 501 · Regulation D
  • Family passport in 5 years — spouse, dependent children, parents included.
  • €500,000 in a CMVM-regulated fund — no property to manage.
  • 7 days a year in Portugal keeps the status — the rest of the world is yours.

No obligation · Reply within 24h · 100% confidential

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The 401(k) / SDIRA route

From 401(k) to Golden Visa — in four steps.

Most Americans don't have €500,000 sitting in a checking account — they have it in retirement savings. Through a Self-Directed IRA, you can roll over your existing 401(k) or IRA and subscribe to One Planet Fund without triggering a taxable event. Four steps, guided by our team and your custodian.

Couple in a private consultation with a specialist in Lisbon
01

Open an SDIRA

Set up a Self-Directed IRA with a qualified US custodian. Our team introduces you to the custodians we already work with.

02

Roll over — tax-deferred

Move funds from your existing 401(k) or IRA into the SDIRA. It's a direct rollover — no taxable event, no early-withdrawal penalty.

03

Your SDIRA subscribes

Your SDIRA subscribes to One Planet Fund units — €500,000, the Golden Visa minimum. The investment stays inside your retirement tax wrapper.

04

EU residency

You receive Golden Visa eligibility for your whole family while your retirement keeps compounding at a 13%+ Net IRR target.

SDIRA custodians we work with: Equity Trust · IRA Financial · Alto IRA · Entrust Group · Madison Trust

SDIRA investment may have tax implications. Consult your tax advisor and custodian before investing.

Before you continue

This opportunity requires €500,000 of investable capital.

We'd rather tell you now: if that capital isn't available today — in cash, securities, or retirement accounts — this fund isn't the right fit yet. If it is, everything below shows exactly what your family gets in return.

Family walking through the countryside at golden hour

€500,000 — the legal minimum

Portuguese Golden Visa law sets the minimum at €500,000 in a qualifying investment fund. There is no smaller ticket, no financing, no exceptions. One subscription covers your entire family.

Accredited investor status

Open only to accredited investors under Rule 501 of Regulation D (US). Your status is confirmed during the KYC consultation — our team guides you through it.

Where the capital can come from

Cash or brokerage accounts, proceeds from a sale — or your 401(k)/IRA, through a tax-deferred SDIRA rollover. It's the most common route among our American investors.

You're in the right place if…

  • You have €500,000+ to invest — including retirement accounts like a 401(k) or IRA
  • You want European residency for yourself, your spouse, children and dependent parents
  • You prefer a CMVM-regulated fund over buying and managing property
3 fields · 30 seconds

Start with your family

Your name, email and phone. Our concierge team calls within 24 hours to map your family's Golden Visa. No spam. No banker speak.

Plural

Fund manager

CMVM-regulated · Big Four audited

13%+

Target IRR · Golden Visa included

Encrypted dataGDPRNDA availableCMVM-regulated fund

Just name, email and phone. ~30 seconds. Encrypted data, never shared.

Step 1 / 3· 33%

What's your full name?

We'll use this on your application.

Prefer to speak with a specialist first? Book a call

The SolutionRegulated FundFamily Covered

One subscription. A European life for everyone you love.

A single €500,000 subscription in a CMVM-regulated fund brings your spouse, dependent children and dependent parents to Europe — with residency, public healthcare, elite education and Schengen mobility. No property to manage, no tenants, no empty flat in the Algarve. Tap each card.

A multi-generational family enjoying their European future
Portuguese Residence Permit - illustrative example

* Card design is illustrative. The official card is issued by AIMA — Portugal's immigration authority.

One Planet Fund is structured for family applications. Timeline, documentation and eligibility requirements are confirmed during the consultation stage.