Premium Advisory for €1M+ Investors
Institutional-grade fund diligence, concierge execution, and multi-jurisdiction coordination for high-net-worth families.
Overview
Premium Advisory is built for investors who want one accountable program—from fund selection through a clean ARI submission plan.
We run diligence like an allocator, coordinate your stakeholders (legal, tax, banking, family office), and map the execution path through AIMA’s Portal ARI workflow—so the process is predictable, documented, and decision-grade.
Private Advisory Desk#
You receive a dedicated advisor, access to senior analysts, and crisp briefings on the policy and process updates that matter to fund-route applicants.
We coordinate with your legal, tax, and family office teams so every recommendation is immediately executable—no “great idea, now what?” moments.
Institutional-Grade Fund & Manager Diligence#
We pressure-test the fund and the manager beyond the deck:
- Governance and conflicts (decision rights, transparency, reporting discipline)
- Operational readiness (administrator, KYC/AML workflow, valuation approach, investor communications)
- Liquidity reality (term, gates, redemption mechanics, secondary options)
You get a documented diligence pack and a risk register you can share with stakeholders.
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.
Execution Orchestration (Portal ARI-Ready)#
We orchestrate the “moving parts” that slow most applicants down:
- Document plan and responsibilities (what you need, who issues it, when)
- Stakeholder alignment (lawyer/tax/bank) so the sequence is clean
- Portal ARI readiness (uploads, payment steps, scheduling dependencies)
The result is a controlled, trackable path from commitment to submission.
Cross-Border Coordination#
We map the Portugal fund decision into your broader wealth plan—so you’re making an informed choice, not a siloed “Golden Visa purchase.”
Where relevant, we help you surface the questions your advisors need to answer (e.g., CRS/FATCA reporting, PFIC awareness for US persons, entity/trust investing constraints) before you subscribe.
Related Topics
Ready for a Strategy Session?
Book a 60-min deep dive to review tax, liquidity, and sovereign risk before committing to a fund.