Seven topics.
One mandate.
We bring under one roof the expertise that would ordinarily require five different firms — coordinated by a senior leadership, in direct communication with the client.
From the decision to live in Portugal to full integration. We coordinate every stage of the relocation with total rigor.
- — Selection of the optimal tax regime and location
- — Obtaining a Portuguese tax number (NIF) and opening bank accounts
- — Coordination with lawyers, embassies, and local services
Golden Visa, D7, D8 Digital Nomad, Research Visa. From strategy to residency permit. Portuguese nationality.
- — Eligibility assessment and application strategy
- — Consular coordination and document preparation
- — AIMA follow-through
- — Portuguese Nationality
Planning under the new IFICI/NHR 2.0, cross-border successions, and optimization for non-habitual residents.
- — International structures and double taxation
- — Succession & gifting with a tax component
- — Group restructuring and OECD compliance
- — Fiscal representation for non-residents with interests in Portugal
Access to the off-market in Lisbon, Cascais, Comporta, and the Algarve. Due diligence and full asset management.
- — Acquisition taxation (IMT, IS, PIT/CIT)
- — Due diligence, negotiation, and legal structuring
- — Asset management and exit strategies
Discreet, compliant, and enduring architecture. Fiduciary vehicles, family holdings, and asset protection.
- — Holdings & SPVs in Portugal and abroad
- — Trusts, Foundations, and fiduciary structures
- — Asset protection and wealth shielding
Creation, reorganization, and expansion of corporate structures in Portugal. We coordinate lawyers, tax advisors, and public entities.
- — Holdings, family structures, and corporate compliance
- — Expansion to Portugal and group restructuring
- — Coordination with banks, lawyers, and regulatory bodies
Intergenerational planning, cross-border asset distribution, and family mediation under absolute confidentiality. The mandate that matters most — the one that preserves what you have built for the next generation.
- — International wills
- — Cross-border succession planning
- — Coordination with lawyers and tax advisors
Didn't find what
you're looking for?
We most likely handle it. The majority of mandates we manage do not fit neatly into a single category.
Professionals few firms
can assemble.
Every mandate is executed by a multidisciplinary team of partners and senior professionals with international backgrounds — lawyers, tax advisors, private bankers, and wealth managers with decades of experience across demanding jurisdictions.
18+
average years of experience
4
working languages
5
senior specialists
Elite Training
Team educated at Coimbra, Católica, Nova SBE, and HEC Paris — with postgraduate degrees in international taxation and wealth management.
Technical Recognition
Partners awarded at Legal 500 and IFLR in corporate law, international taxation, and private wealth, with leading technical publications and arbitrations.
International Culture
We work in four languages and understand the cultural expectations of British, French, Swiss, American, and Brazilian clients.
Ethical Commitment
A strict zero-conflict-of-interest policy. Every professional signs reinforced confidentiality and independence protocols.
What is your
starting point?
An initial consultation — 30 or 60 minutes, no commitment — to understand where you stand and where we can take you.
Book a Private Meeting