Private and Family Wealth Planning

In a complex world of commitments and opportunities, growing internationalisation of the economic activity, and the drive to continuously achieve a greater return on investments, individuals are concerned with the planning of their portfolios, considering their international portability, the protection of their assets and a higher tax and inheritance efficiency.

We assist our clients on tax and inheritance matters, risk analysis and choice of investment vehicles, advising as well on all aspects regarding asset reorganisation and financing.

Our team has several years of experience in advising on the choice of the best investment options in any jurisdiction in which we act (through our Global Network), taking into account the tax optimization of our clients’ investments in Portugal and abroad, providing advice on the authorisation, creation, and management of national and international investment funds, or other national or international corporate holding or collective investment structures.


Our lawyers are external service providers to many relevant international institutions in the asset management area, also providing advisory services to the clients of these institutions, and working together with several national and international asset management companies in order to provide a more complete work for our clients.

Our practise in this department is focused manly in the following areas:

  • Tax Planning (national and international)
  • Inheritance planning
  • Funds and holdings structuring
  • International portability solutions
Our Network

We advise our clients in all countries within our international network.