When wealth reaches a certain scale, risk no longer comes solely from the market, but also from taxation, legal frameworks, and policy changes. Concentrating assets in a single country can increase dependency and limit long-term control.
In this context, international residency is no longer just about living abroad—it has become a strategic tool in wealth management and preservation. Among current options, Panama is emerging as a secure and flexible environment for international investors to structure and protect their assets, thanks to its territorial tax system and clear residency policies.
To help Vietnamese investors better understand how Panama can be integrated into a global financial and legal strategy, Casa Seguro is hosting the seminar “Panama Qualified Investor Visa Program: Protecting & Optimizing Global Assets,” featuring in-depth analysis from investment, tax, and legal perspectives.
Seminar's information
Speakers at the seminar
Mr Jerry Morgan
President of Mercan Group và Casa Seguro Capital
- Top 10 global immigration company
- Has supported over 4,000 investors and 45,000 immigrants to Canada, the EU, and the United States
- Manages more than 40 real estate projects with a total value of nearly USD 2 billion
- Works directly with the governments of Portugal and Panama to develop investment migration programs
Mr Nathan Nguyen
General Manager of Casa Seguro Capital
- Holds a Master’s degree from the United Kingdom
- Over 10 years of experience in global investment and wealth management
- 7 years of business development experience across Hong Kong, Thailand, and the UAE
- Has developed and managed assets for global elite clients with total investments exceeding USD 108 million
Seminar's agenda
Wealth preservation in today’s global context
- Non-market risks that investors often overlook: taxation, legal frameworks, policy changes, and geopolitics.
- Why concentrating assets in a single country can increase long-term risk?
- How international investors approach wealth preservation alongside growth?
Panama in a global wealth preservation strategy
- How is Panama used in asset structuring and geographic risk diversification?
- How does its territorial tax system impact international financial strategies?
- Panama is a strong and growing economy, with a GDP of over USD 80 billion, and the Panama Canal serving as a key link between the U.S. and China markets..
Which investors is the Panama program suitable for?
- Investor profiles that align with the Panama Qualified Investor Visa.
- How Panama fits the needs of business owners, internationally diversified investors, and multi-generational families?
About Panama Qualified Investor Visa
The Panama Qualified Investor Visa is a residency pathway designed for foreign investors, allowing them to obtain permanent residency in Panama through government-approved investment options. The program is tailored for investors seeking flexible solutions for wealth preservation and asset management.
- Permanent residency for three generations: Eligible family members include spouse, dependent children, and parents under one application
- Minimum investment of USD 300,000: Invest in premium real estate projects developed by Mercan Group, offering strong growth potential
- Simple residency and application requirements: No minimum stay requirement in Panama; no language, education, or work experience requirements
- Aligned with global wealth preservation strategies: With a stable financial environment and a territorial tax system, Panama is increasingly becoming a strategic choice for global asset planning
Real estate projects in Panama developed by Mercan Group are positioned in the premium segment, meeting both investment and residency objectives. Located in strategic areas—such as financial centers, emerging urban districts, or high-potential coastal zones—these developments are planned to international standards, featuring integrated amenities and professional management. With a clear investment structure, transparent legal framework, and stable USD-based rental potential, they offer a compelling option for investors seeking secure and sustainable international assets.
