Book a 60-Min Strategy Session
Confirm fund-route fit, align on timelines, and leave with a clean execution plan for your Portugal Golden Visa.
Overview
This is a decision session, not a sales call.
In 60 minutes, we confirm whether the investment fund route is the right fit, identify the fastest path through AIMA’s Portal ARI workflow, and align your legal/tax/banking stakeholders around a single execution sequence.
You’ll leave with a practical roadmap—what to do next, what to gather, and what to avoid—so you can move from “considering Portugal” to “ready to submit” with confidence.
Investor Profile & Constraints#
We capture what matters for the fund-route decision:
- Residency intent (Portugal base vs optionality), travel windows, and family reunification priorities
- Investment size and liquidity constraints (time horizon, redemption expectations, cashflow needs)
- Jurisdictional and compliance realities (KYC/AML readiness; any cross-border reporting considerations)
- Stakeholders: counsel, tax advisor/CPA, private bank, family office gatekeepers
Fund-Route Fit (Fast, Specific, No Guesswork)#
We pressure-test the ARI fund-route requirements and your execution constraints in plain English:
- The investment is typically framed around a €500,000 qualifying fund subscription
- Time horizon and fund mechanics (term, liquidity gates, exit pathways)
- Practical friction points: bank rails, document readiness, and the “slow parts” you can’t compress
Portal ARI Execution Map#
We translate your situation into a Portal ARI-ready sequence:
- What documents you need and who produces each one
- How to structure uploads and reduce rework
- Payment and scheduling dependencies (so biometrics timing doesn’t become the bottleneck)
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.
What You Leave With#
You receive:
- A written next-steps plan (who does what, in what order)
- A shortlist of diligence questions to use with fund managers and service providers
- A clear recommendation for the next deliverable: Portfolio Review, Executive Summary, or Premium Advisory
Service-Level Promise#
Premium clients receive a single point of contact, confidentiality safeguards, and a clear service-level agreement—covering responsiveness, turnaround times, and escalation paths—so you’re never guessing where your process stands.
Related Topics
Lock In Your Session
Select a time slot and share a short brief in advance so we can spend the call on decisions—not discovery.