Private Clients & Wealth Management
We focus on providing advice to individuals (HNWI), families, entrepreneurs, family offices, private banks, and wealth managers, with a vital component in inbound investment and a strong international component.
Some of the specific services on which our practice focuses:
The use of means that offer tax efficiency, wealth preservation and succession are recurrent concerns of our clients. As such, we support them in incorporating and maintaining vehicles such as Societies, insurance and trusts.
Immigration and Gold Visas
We support individuals who wish to obtain residence visas, namely residence by investment (Golden Visa) and companies who want to establish their employees in Portugal.
Succession and Family Governance
We assist our clients in preparing succession, taking into account their objectives and wishes, offering a tax optimisation component, assisting in drafting wills and possible multi-jurisdictional impact, and incorporating succession vehicles. We also support mechanisms that enable families to maintain their assets in harmony with their values, vision and goals.
Real Estate Assets
We assist our clients in acquiring, holding and selling real estate assets, seeking to provide widespread support, not only on legal issues but also in establishing bridges and relationships between the different players (real estate agents, developers and private banking).