Private Clients

We advise individuals and families, business owners and investors, both Portuguese and international, on the structuring, protection and transfer of their wealth, working alongside family offices, private banking institutions, wealth managers and foreign counsel.

The Private Clients practice brings together the firm's tax, real estate, corporate and immigration capabilities, as well as its other practice areas, through an integrated approach. Where more than one jurisdiction is involved, we coordinate the different workstreams to ensure a coherent cross-border solution.

• Cross-border succession planning, wills and choice of the law applicable to succession under Regulation (EU) No 650/2012;
• Wealth structuring and asset protection: family holding companies, investment funds and life insurance, including unit-linked solutions;
• Portuguese legal and tax treatment of trusts and foundations established abroad;
• Tax residence and personal taxation, including the IFICI regime, foreign-source income and crypto-assets;
• Stamp duty on gratuitous transfers and related reporting and tax compliance matters;
• Visas, residence permits, family reunification and the acquisition of Portuguese nationality;
• Real estate investment: acquisition, holding, letting and disposal of property;
• Shareholdings, private equity, alternative assets and corporate reorganisations;
• Family businesses: family protocols, shareholders' agreements and succession planning.