Tailored legal solutions.
An integrated approach for individuals, families, and wealth structures in both domestic and international contexts.
Family & Succession.
We support individuals and families at particularly significant moments in their personal and family lives, often involving profound change, sensitive decisions, or periods of uncertainty, with a direct impact on family balance and on wealth built over time.
We advise on matters such as family succession planning, advance organisation of assets, inheritance, and partition, as well as in contexts of separation or divorce, always favouring a preventive, measured, and tailor-made approach aligned with each family’s specific circumstances.
Whenever possible, we promote solutions based on dialogue and family mediation, with the aim of reducing conflict, preserving relationships, and avoiding unnecessary litigation. Where circumstances require it, we ensure firm and structured representation, with particular attention to the patrimonial and succession implications involved.
In cross-border contexts, we coordinate these matters with other jurisdictions and external advisers, ensuring an integrated perspective and coherent, long-term solutions.
Investing & Living in Portugal.
We assist international individuals and families considering investing in, relocating to, or settling in Portugal, often in the context of life transitions, international mobility, or the reorganisation of family and wealth structures.
We provide legal advice on matters related to real estate investment, residence permits, and Portuguese nationality, ensuring that these options are structured coherently with each client’s personal, family, wealth, and tax situation.
Our approach seeks to anticipate the legal and wealth-related issues that commonly arise in these processes, including succession, tax, and wealth structuring implications associated with international mobility.
We work in an integrated and coordinated manner with other professionals involved in the process, acting as a consistent legal point of reference throughout the entire journey, with a focus on clarity, security, and long-term stability.
We assist individuals and families in the organisation, protection, optimisation, and transfer of their wealth, particularly at moments where decisions with significant medium- and long-term impact must be structured.
Our involvement frequently arises in situations of wealth reorganisation and consolidation, succession planning, changes of tax residence, investment structuring, or the preparation of generational transitions, always adopting an integrated view of each client’s personal, family, and wealth context.
We provide legal and tax advice in wealth and tax planning matters, including in international contexts, seeking balanced solutions that ensure efficiency, legal certainty, and consistency across different jurisdictions.
We work closely and in coordination with other trusted professionals, including family offices, asset managers, and tax advisers, favouring a clear, preventive, and structured approach and avoiding unnecessarily complex or artificial solutions.
Our focus is to preserve family and wealth stability over time, aligning legal and tax decisions with each client’s personal and family objectives.
Wealth Structuring & Planning.
International Coordination.
We assist individuals, families, and family structures with a presence across multiple jurisdictions in situations requiring careful coordination between different legal, tax, and cultural systems.
Our involvement frequently arises where wealth, residence, investments, or family succession span more than one country, requiring a global and consistent assessment of the implications of each decision.
We work regularly with family offices, asset managers, lawyers, and other international advisers, ensuring effective coordination across jurisdictions and avoiding fragmented or contradictory solutions.
We act as a long-term point of connection and stability, with particular experience in matters involving Portugal, Switzerland, and Brazil, seeking to ensure coherence, predictability, and legal certainty from a long-term perspective.