Updated: June 2026

Case study · Malta · Tax

How a 71-Year-Old Investor Obtained Malta Citizenship by Merit WithoutRelocation and Established a Legacy for His Grandchildren

Age and health should not close the door to European status—if you choose the right path. Gennady Petrovich is 71 years old; due to his health condition, he could not relocate for extended periods or live under residency requirements, yet he wanted to obtain an EU passport and leave a legacy for his grandchildren. Standard programs requiring lengthy residence did not suit him. We explain how we structured a merit-based track with minimal physical presence through a significant philanthropic project—and laid the foundation for transferring citizenship to future generations.

Anna KovalevskayaAnna KovalevskayaHead of Legal, BRIDGESReading time8 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 a 71-Year-Old Investor Obtained Malta Citizenship by Merit Without Relocation and Established a Legacy for His Grandchildren
Contents

Case at a glance

Situation, solution and outcome in seven lines

Client
Gennady Petrovich, 71 years old
Objective
EU passport without lengthy residence, legacy for grandchildren
Program
Malta, Citizenship by Merit (Naturalization)
Complexity
Health does not permit living under residency requirements
Solution
Merit-based track, minimal presence, philanthropy
Legacy
Foundation for transferring citizenship to grandchildren
Outcome
Status obtained, legacy established

Client story

Client's Story

Where they started

Gennady Petrovich lived a long, active life and approached the age of 71 with a clear goal—not for himself, but for his family. He wanted the European passport primarily as a legacy: so that his grandchildren would grow up with the right to live, study, and work in the EU, which he himself never had.

Why the standard route did not work

But standard pathways did not suit him. Most programs require lengthy residency—months of physical residence in the country. Due to his health condition, Gennady Petrovich simply could not live under such requirements: long relocations and extended stays away from familiar medical care were medically inadvisable for him.

What BRIDGES had to solve

A painful paradox arose: he had the ability and desire, he had the means, yet the standard door was closed by age and health. Purchasing status "like everyone else" did not work for him—he needed a pathway that would account for his limitations while leading to real, transferable citizenship.

Why a standard answer would not do

He approached BRIDGES seeking an unconventional solution: to obtain European status without the grueling residency requirement and—most importantly—to lay the foundation so that the passport would become the beginning of a family line of citizenship, not a one-time achievement for a single person.

I am seventy-one, and my health is no longer what it was to live away from home and doctors for months. But I wanted to leave my grandchildren what I myself was deprived of—Europe. Anna and her team found a way where I did not have to live under residency requirements, and citizenship became a legacy for the entire family.

Gennadiy, 71 · Gennady Petrovich, InvestorThe name and certain identifying details have been changed to protect confidentiality.

What Was at Risk

What Was at Risk

Age and health—a real limitation that standard programs do not account for: residency requirements are uniform for all. Without an individualized track, the desire to leave a legacy collides with the requirement to live away from home for months.

Requirement for lengthy residency, impossible due to health condition

  1. 01Risk that age would become a factor for rejection under a standard program
  2. 02Lack of consideration for individual limitations in standard tracks
  3. 03Threat that the status would remain a one-time achievement and not transfer to grandchildren
  4. 04Loss of the very goal—a legacy for future generations

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 assessed the situation and rejected programs with lengthy residency requirements unsuitable for health considerations.

  2. 02
    Stage 2

    We selected the merit-based track, where the foundation is contribution to the country, not days of physical presence.

  3. 03
    Stage 3

    We designed a significant philanthropic project as tangible and measurable benefit to Malta.

  4. 04
    Stage 4

    We structured a case with minimal presence, accounting for the client's age and health status.

  5. 05
    Stage 5

    We documented the status to establish the foundation for citizenship transfer to grandchildren through inheritance.

Takeaway. The key achievement - a legacy established: the status was documented to serve as the foundation for citizenship transfer to grandchildren. The passport ceased to be a one-time story and became the beginning of a family citizenship line in Europe.

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 assessed the situation and rejected programs with lengthy residency requirements unsuitable for health considerations.

  2. 02

    Stage 2

    We selected the merit-based track, where the foundation is contribution to the country, not days of physical presence.

  3. 03

    Stage 3

    We designed a significant philanthropic project as tangible and measurable benefit to Malta.

  4. 04

    Stage 4

    We structured a case with minimal presence, accounting for the client's age and health status.

  5. 05

    Stage 5

    We documented the status to establish the foundation for citizenship transfer to grandchildren through inheritance.

  6. 06

    Stage 6

    We supported the review process, confirming the significance of the philanthropic contribution to the nation.

Expert comment

This case exemplifies why people acquire a second passport: not a line in a document, but peace of mind for children and grandchildren. Gennady Petrovich had no standard pathway available - age, health, residency requirements. But the merit-based track evaluates contribution, not days in the country, and this changed everything. We built a pathway within his constraints and, most importantly, established a legacy: his passport will be the beginning of a family citizenship line. For me, every such status represents peace of mind for multiple generations at once.

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

Outcome

What the client received

Parameter
Standard pathway · Merit-based track
Residence
Lengthy residency requirement · Minimal physical presence
Age/health
Barrier · Individually considered
Foundation
Formal · Philanthropic contribution
Legacy for grandchildren
Not guaranteed · Foundation established
Legacy for grandchildren
Not guaranteed · Foundation established

Gennady Petrovich obtained citizenship by merit without burdensome residency requirements: the track evaluated his philanthropic contribution, not the number of days on the island. The individualized approach accounted for age and health status.

Practical takeaway

What matters in a similar situation

  • The key achievement - a legacy established: the status was documented to serve as the foundation for citizenship transfer to grandchildren. The passport ceased to be a one-time story and became the beginning of a family citizenship line in Europe.
  • This case demonstrates that age and health are not barriers to European status. The merit-based track, oriented toward contribution rather than presence, opens doors where standard programs are closed, and allows thinking generations ahead.

FAQ

Questions people ask in a similar situation

01Is it possible to obtain citizenship without lengthy residence?

The merit-based track evaluates contribution to the country, not days of presence, allowing structuring a case with minimal physical residence.

02Are age and health factors considered?

Yes, the merit-based track allows for individualized consideration, unlike standard programs with uniform residency requirements.

03What qualifies as merit for a senior investor?

Genuine contribution, such as a significant philanthropic project delivering measurable benefit to Malta.

04Is citizenship transferred to grandchildren?

A properly established status provides the foundation for citizenship transmission to descendants through inheritance. Specific details depend on applicable legislation at the time of transfer.

05Is this a guaranteed pathway?

No. The decision rests with the competent authority. We prepare a compelling justification of the contribution, but the final determination is within their discretion.

06Do age or health prevent compliance with residency requirements, yet an EU passport is needed?

We will select a merit-based track with minimal residency obligations suited to your constraints and establish the foundation for citizenship to become a legacy for your children and grandchildren.

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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Dmitry NagyInternational Tax Consultant, BRIDGES
Dmitry Nagy, International Tax Consultant, 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.