Updated: June 2026

Case study · Portugal · Residence permit

How four generations of a family obtained PortugueseResidence Permit through a single investment

A single investment in Portugal's Golden Visa can grant status to an entire family—not only to children, but also to elderly parents and even grandparents, if their financial dependency is properly documented. Sergey wanted to file a single application for four generations at once, including a 92-year-old grandmother who was physically unable to travel. We explain step-by-step how we proved financial dependency and obtained residence permits for everyone.

Anna KovalevskayaAnna KovalevskayaHead of Legal, BRIDGESReading time9 min readVerificationReviewed by an expert

This case is based on a real matter. The name and certain identifying details have been changed to protect confidentiality.

BRIDGES client story - How four generations of a family obtained Portuguese Residence Permit through a single investment
Contents

Case at a glance

Situation, solution and outcome in seven lines

Client
Sergey, approximately 46 years old, Finance Director, from Astana
Family composition
4 generations: himself, wife, children, mother aged 71, and grandmother aged 92
Objective
Portuguese Residence Permit for all through a single investment
Program
Portugal, Golden Visa (Residence Permit through investment fund, pathway to EU citizenship)
Complexity
Grandmother aged 92 cannot be transported; AIMA requires proof of financial dependency of grandparents
Solution
Bank statements for caregiver fees, medications, and utilities for 36 months + notarization at home
Result
Residence Permit granted to all 4 generations

Client story

Client's story

Where they started

Sergey had a touching and ambitious goal: to bring the entire family to Europe at once—four generations. Himself, his wife, children, his 71-year-old mother, and 92-year-old grandmother. All through a single investment in a Golden Visa fund, so no one would be left behind.

Why the standard route did not work

Including children and even elderly parents in a residence permit application is standard practice. But four generations, particularly with grandparents, requires specialized expertise. AIMA, when processing status for elderly parents and especially grandparents, requires proof of financial dependency—that they are financially and factually dependent on the primary applicant, not merely related by blood.

What BRIDGES had to solve

Particular difficulty arose with the 92-year-old grandmother. At such an advanced age and condition, she was physically unable to travel for standard procedures, and financial dependency of a very elderly person must be proved especially convincingly: that the family specifically supports her—paying for care, medication, and living expenses. Without this documentation, she could not be included in the application.

Why a standard answer would not do

Sergey approached BRIDGES understanding that the task was not simply to "file for the family," but to bring four generations through a single investment: to document financial dependency of both mother and grandmother, resolve the issue of grandmother's inability to travel, and obtain residence permits for everyone without leaving anyone behind.

I wanted to bring the entire family at once—four generations, including my grandmother who is 92. Through a single investment in a fund. But grandmother cannot physically travel, and Portugal requires proof that grandparents are financially dependent on us. Anna collected bank statements for three years—showing our payments for caregivers, medication, and living expenses for my grandmother and mother, and arranged for a home notarization for my grandmother. We proved the financial dependency, and all four generations obtained residence permits. No one was left behind.

Sergey, 46 · Sergey, Finance DirectorThe name and certain identifying details have been changed to protect confidentiality.

What was at risk

What was at risk

A single investment can provide residence permits for the entire family, but including grandparents requires specialized work. AIMA requires proof of financial dependency of elderly parents and especially grandparents: that they are actually supported by the family. Additionally, a very elderly person cannot be transported for standard procedures—special solutions are required.

AIMA requires proof of financial dependency of grandparents;

  1. 0192-year-old grandmother cannot be physically transported;
  2. 02Financial dependency of a very elderly person must be proved especially convincingly;
  3. 03Cannot include family members without proof of financial support;
  4. 04Risk of losing senior generation members from the application.

The logic of the solution

How the matter progressed: from checks to result

The chart is built from the facts of this matter and shows the logic of the work without decorative or unverified data.

  1. 01
    Stage 1

    We structured the entire family as a single application. Sergey wanted four generations under one investment. We planned the matter so that his children, mother, and grandmother were included as family members of the principal applicant under a single fund investment, rather than through separate processes. This established the structure of all our work.

  2. 02
    Stage 2

    We proved financial dependency for mother, age 71. To include an elderly parent, you must demonstrate they are financially dependent. We gathered documents confirming that Sergey supports his mother - establishing financial dependency, not merely family relationship.

  3. 03
    Stage 3

    We collected grandmother's maintenance statements for 36 months. The most complex case was the 92-year-old grandmother. We obtained statements covering payment for her caregivers, medications, and utilities over three years, demonstrating that the family bears all expenses for her care and living. A continuous history of maintenance over years is what proves financial dependency for an elderly person.

  4. 04
    Stage 4

    We resolved the impossibility of transport through notarization at her residence. Grandmother could not be transported for procedures. We arranged for a notary at her residence to execute necessary documents at her location rather than requiring her physical presence where she could not travel.

  5. 05
    Stage 5

    We integrated the older generations into a unified family matter. We carefully brought mother and grandmother through on equal terms with others, but on proper grounds - proven financial dependency - in a single application without separating anyone into a separate process.

Takeaway. Conclusion: One investment can bring four generations, including great-grandparents, if financial dependency is proven. For elderly relatives, convincing maintenance statements over years are necessary, and inability to transport is resolved through notarization at her residence.

How we solved the problem

How we solved the problem

The work was split into verifiable stages so that every conclusion rested on documents.

  1. 01

    Stage 1

    We structured the entire family as a single application. Sergey wanted four generations under one investment. We planned the matter so that his children, mother, and grandmother were included as family members of the principal applicant under a single fund investment, rather than through separate processes. This established the structure of all our work.

  2. 02

    Stage 2

    We proved financial dependency for mother, age 71. To include an elderly parent, you must demonstrate they are financially dependent. We gathered documents confirming that Sergey supports his mother - establishing financial dependency, not merely family relationship.

  3. 03

    Stage 3

    We collected grandmother's maintenance statements for 36 months. The most complex case was the 92-year-old grandmother. We obtained statements covering payment for her caregivers, medications, and utilities over three years, demonstrating that the family bears all expenses for her care and living. A continuous history of maintenance over years is what proves financial dependency for an elderly person.

  4. 04

    Stage 4

    We resolved the impossibility of transport through notarization at her residence. Grandmother could not be transported for procedures. We arranged for a notary at her residence to execute necessary documents at her location rather than requiring her physical presence where she could not travel.

  5. 05

    Stage 5

    We integrated the older generations into a unified family matter. We carefully brought mother and grandmother through on equal terms with others, but on proper grounds - proven financial dependency - in a single application without separating anyone into a separate process.

  6. 06

    Stage 6

    We obtained residence permits for all four generations. Under a single fund investment, all received status: Sergey, his wife, children, mother, and his 92-year-old grandmother. The family was processed entirely, with no one left behind - even the very elderly grandmother who could not be transported.

Expert comment

This is one of my most touching cases - four generations under one investment, including a 92-year-old grandmother. Including children and elderly parents is routine, but great-grandparents, especially at such an age, requires delicate work. AIMA requires proof of financial dependency: that elders are actually supported by the family, not merely listed as relatives. With a 71-year-old mother it is simpler, but with a 92-year-old grandmother it is particularly complex: she physically cannot be transported, and financial dependency must be proven especially convincingly. I gathered statements for three years - caregivers, medications, utilities, everything the family pays for grandmother - and resolved the transport issue through notarization at her residence. As a result, all four generations obtained residence permits under one investment. For me, families always go through completely - and here we did not leave behind even the eldest person.

Anna Kovalevskaya, Head of Legal, BRIDGESAnna KovalevskayaHead of Legal, BRIDGES

Outcome

What the client received

What was required
How we did it · Result
4 generations under 1 investment
Single unified family application · All in one case
Mother's financial dependency
Maintenance payment statements · Dependency proven
92-year-old grandmother's financial dependency
Statements for 36 months plus notarization at residence · Included despite advanced age
Residence permits for all
Single fund investment · Status for four generations
Residence permits for all
Single fund investment · Status for four generations

What was needed: The family wanted to include four generations under one investment, including a 92-year-old grandmother who could not be transported, while AIMA required proof of great-grandparents' financial dependency. What we did: We structured the entire family as a single application; proved financial dependency for mother, age 71; collected grandmother's maintenance statements for 36 months; resolved the impossibility of transport through notarization at her residence; integrated older generations into a unified matter. What the client received: Residence permits for all four generations under one investment.

Practical takeaway

What matters in a similar situation

  • Conclusion: One investment can bring four generations, including great-grandparents, if financial dependency is proven. For elderly relatives, convincing maintenance statements over years are necessary, and inability to transport is resolved through notarization at her residence.
  • Sergey transported his entire family to Europe at once - four generations, including his 92-year-old grandmother - because we proved the financial dependency of the elders and resolved the issue with those who could not be transported.

FAQ

Questions people ask in a similar situation

01Can elderly parents and grandmother be included in Portugal's residence permit?

Yes, with proven financial dependency. A single investment can grant status to the entire family, including great-grandparents, if it is documented that they are financially and actually supported by the principal applicant.

02How to prove financial dependency of an elderly family member?

Statements of expenditure for his maintenance over an extended period - payment for care, medications, living expenses (for example, over 36 months). Continuous history of maintenance demonstrates genuine dependency, particularly for elderly individuals of advanced age.

03What should be done if an elderly person cannot be relocated?

Organize procedures at his place of residence - for example, notarization at home - to execute necessary documents without requiring physical presence at a location he cannot reach.

04How much investment is required for a large family?

One. A qualifying investment in a fund provides grounds for residence permit (RWP) to the primary applicant and family members - children, spouse, dependent parents and grandparents upon proven financial dependency.

05Do all generations receive status simultaneously?

Yes, when a single application is submitted. Children, parents and grandparents are processed as family members of the primary applicant under one investment, rather than through separate procedures.

06Do you want to bring your entire family to Europe, including senior generations?

We will process multiple generations under one investment: we will demonstrate financial dependency of elderly parents and grandparents through maintenance statements and resolve issues with those who cannot be relocated - so that all obtain residence permits.

About the author

Anna Kovalevskaya

Author: Anna Kovalevskaya

Head of Legal, BRIDGES

I have worked with citizenship and residency matters in European countries for 12 years. Programme requirements and application practices change, so I assess each matter against the current rules, the applicant's immigration history, family composition and the documents supporting the legal basis for the application.

I lead matters from the preliminary assessment through to the grant of status. In complex situations, I identify the circumstances that may affect the review, establish the legal logic of the application and oversee the consistency of the supporting documents at every stage.

During the consultation, you will receive an assessment of the available legal grounds, a clear understanding of the chosen route and a list of issues that should be resolved before filing. Once the engagement begins, I oversee the application and the key decisions of the BRIDGES team.

Prepared on the basis of BRIDGES practice and reviewed by a subject-matter expert.

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Anna KovalevskayaHead of Legal, BRIDGES
Anna Kovalevskaya, Head of Legal, BRIDGES

Names and certain details have been changed to protect client confidentiality. The result described reflects one specific situation and is neither a public offer nor a guarantee of a similar outcome. Programme terms are stated as of 2026 and may change - please confirm current parameters with a BRIDGES consultant.