Family Office Services for Multi-Generational Wealth
We design governance, documentation control, and stakeholder alignment so Portugal fits cleanly into your broader legacy plan.
Overview
Investors with complex family offices deserve a Golden Visa process that reflects the same discipline they expect from their fiduciaries.
We help you run the fund-route decision with institutional governance: clear decision rights, clean documentation flows, and a single source of truth for trustees, counsel, tax, and banking teams.
Governance, Trust Interfaces, and Decision Rights#
We map your structure into a practical execution model: who signs, who holds, who reports, and who approves.
We coordinate with trustees and advisors to support subscriptions, capital calls, and distributions with minimal operational friction.
Deliverables include governance checklists, decision-rights documentation, and a clean signatory workflow.
Family Office Briefings#
Briefings keep your board and gatekeepers aligned on:
- Residency progress and upcoming milestones
- Documentation status (what’s done, what’s missing, what’s expiring)
- Liquidity triggers and timing constraints
You get a single source of truth so decisions stay fast and defensible.
Not Sure Which Fund Fits Your Profile?
Share your timeline, risk tolerance, and tax situation — we'll match you with the right funds in under 2 minutes.
Reporting Discipline & Cross-Border Awareness#
We operationalize reporting expectations early—before you subscribe—so nothing is left to improvisation.
Where applicable, we surface cross-border reporting considerations (e.g., CRS/FATCA and US PFIC awareness) and coordinate with your tax advisors on what needs to be confirmed, documented, and monitored.
We also help define what “good reporting” looks like from the manager: cadence, transparency, valuation approach, and governance controls.
Related Topics
Coordinate with Your Family Office
Submit your portfolio for analysis and we will connect with your gatekeeper to craft a golden visa roadmap.