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.

Therefore, we seek advice on matters relating to the management, preservation and protection of assets, succession planning and family governance, obtaining tax efficiency in the income obtained, and offering support in incorporating national and international asset-holding structures/ vehicles.
We also assist clients in obtaining visas, residence permits and nationality. We also provide support in real estate transactions.

Tiago Caiado Guerreiro

Ana Castro Gonçalves

Diogo Silva Melo

Some of the specific services on which our practice focuses:

Asset/successory ownership

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).