Succession Planning for Golden Visa Assets
We design inheritance, trust, and guardianship structures that respect Portuguese residency rules and family office governance.
Overview
Portugal fund investments must be organized with succession in mind, particularly when multiple jurisdictions and heirs are involved.
Inheritance & Trust Structures#
We align Portuguese inheritance law with your home-country estate plan, mapping assets held inside funds to the right trust or family office vehicle.
We also document how Golden Visa rights pass to heirs and how to keep the investment compliant during transfers.
Guardianship & Education Planning#
Our planners coordinate with trustees to fund educational, healthcare, and lifestyle budgets via the Portuguese fund while preserving eligibility for residency or citizenship.
You receive a guardianship timeline that keeps control within the family office.
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.
Compliance & Reporting for Heirs#
Every heir receives a reporting checklist that aligns with Portuguese tax filings, fund reporting schedules, and trust accounting.
This keeps transparency front and center and reduces friction when transferring Golden Visa holdings.
Related Topics
Secure the Next Generation
Book a high-touch consultation to align inheritance documentation with your Portuguese fund investment.