Meet the Advisors Behind Your Golden Visa Journey
We pair former fund managers, tax strategists, and Portuguese regulatory experts to oversee every stage of your decision.
Overview
Our team blends international finance, private wealth, and regulation so you can trust the guidance you receive.
Leadership Team#
Our principals have advised sovereign families, institutional allocators, and European funds. They bring decades of experience structuring residency capital and navigating Portuguese governance.
Research, Compliance & Operations#
Senior analysts monitor the CMVM, Portuguese tax code, and fund performance while our compliance team tracks licensing, anti-money laundering, and documentation.
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.
Client Success Stories#
We pair every client with a relationship lead, a technical analyst, and a concierge coordinator to guarantee consistent service and proactive follow-ups.
Related Topics
Talk to Your Advisory Team
Book a strategy session to meet the advisor who will steward your Golden Visa fund decision.