Our full-service mind-set gives us a 360° view of our clients’ needs. Perhaps more importantly, our relationship does not end with the rendering of services.
Clients rely on us to be their partner on the ground in Portugal. We go above and beyond to meet our clients needs and expectations.
Our firm provides a number of different services, not limited to but predominantly the following:
Portugal currently offers tax and legal conditions that are particularly favorable and attractive to foreigners in our country.
Our advice includes:
Tax advice for Private Clients and Businesses
International Tax
Regional and Local Tax
Personal income tax planning
Tax Representation
Relocation and double taxation
Non-Habitual Resident's Regime and tax incentives
Portugal’s immigration conditions can be favorable and attractive to foreigners in our country.
Our assistance includes:
Personal Residence planning
Support with the relocation process
Application and renovation of all types of residence permits
Golden Visa
Passive income visa (D7)
Entrepreneur visa
Family reunion
Residency Certificate for EU citizen
Permanent Residency
Citizenship
We provide comprehensive advisory and transactional services to lenders and borrowers.
Our team understands the regulatory environment in which our clients operate and the diverse range of financing structures now available in Portugal.
From start up businesses to big international companies and institutions, we help clients to achieve their goals.
This could entail raising finance, expanding through merger, acquisition or even a joint venture, divesting businesses or launching in Portugal.
Portugal has become a hub for thriving start-ups and innovation. We are frequently called upon to advise these entities. We support entrepreneurs who want to launch their startup in Portugal or bring their business from other continents to the European market through Portugal. We assist with everything from your ongoing obligations, tax, potential hidden costs, setting up a company, and fundraising. We have a team focused on boosting entrepreneurship and innovation, working in partnership with important entities and stakeholders in this area, such as Incubators, Accelerators, VCs, Business Angels, and other entities active in the ecosystem.
We provide advisory services in connection with employment and labour law, employee benefits, social security, pensions and human resources.
Finding innovative ways for our clients to achieve their goals is the driving force of our real estate practice and service. We advise private investors, developers, lenders, owners and underwriters in real estate joint ventures, financings, development projects, leasing, and acquisitions and dispositions.
Our advice includes:
Investment structuring
Real Estate investment and projects
Real Estate Investment Vehicles
Financing
Tourism
Rehabilitation projects
Property management
We provide bespoke solutions across a range of private wealth issues, including complex tax issues, succession and inheritance planning, asset protection and private wealth management. We are your non-financial family office of choice in Portugal. We can also provide complex services for families which operate globally and desire wealth preservation and the efficient transfer of assets to the next generations.
Our healthcare concierge covers all your needs. This includes assistance with the registration process at the National Health System, private insurance and navigating the system and combining it with private care.
We are experienced in advising our clients that invest in Portugal with regards to companies, organisations and funds, with the intention to generate a measurable, benefical social or environmental impact alongside a financial return.
We assist clients looking to open a business in Portugal, move their existing business, work as independent professionals, or be employed by a local company, and have a support service designed to assist all family members. This may involve not only tax and immigration advice, but support with day-to-day activities, such as opening a bank account, enrolling children in an international school, signing utilities, changing the driving license or access to healthcare and insurance. Our mission is to facilitate a smooth integration in the Portuguese local community, making sure that our clients feel welcome and that their projects are executed smoothly and effectively.
From our experience with assisting with the setting up of a company or launching a business in Portugal, we have designed the new service Business in a Box to assist with the incorporation of a legal entity in Portugal, we offer a turnkey solution with cost control which includes not only the incorporation procedure at the Commercial Registry Office but all the necessary steps in which we accompany and advise the entrepreneur making sure all initial legal formalities are completed, liaising with all entities needed and expert teams in supporting areas so once the process is completed the business is ready to operate.
Our integrated services mindset equip our clients with all the tools and knowledge they require in order to make their project in Portugal a success!
Every client is different and the correct execution of each strategy is tailored for every client.
This can often require a seamless liaison with other service providers and we oversee the whole process as the sole touch point.
This includes but is not limited to the following entities; banks, accountants, investment funds, insurance brokers, real estate brokers, international schools, engineering teams and healthcare providers.
Our services
Preliminary study to support the investment decision
Follow-up of bureaucratic procedures
Ongoing management and investment optimization
Obtaining a Residence Permit - Golden Visa, D7
Taxation in Portugal and Non-Habitual Residents’ Regime
Real estate investment
Launching a Startup
Business Support Services
Family Relocation
Healthcare and Wellness Concierge
We are deeply committed to partnering with clients and projects that add value and have a positive impact locally.
The Sustainable Development Goals (SDGs) are an index of 17 interwoven global goals created in 2015 by the United Nations General Assembly.
The aim is for them to be achieved by the year 2030. They are included in a UN Resolution called the Agenda 2030. According to the UN, they are a “blueprint to achieve a better and more sustainable future for all”.
We are devoted to contributing with our work to the achievement of the SDGs and we are proud to partner with international clients to have a positive impact with each project on at least one of the 3 pillars of sustainable development (environment, social and economic development).
For further information on this topic and the 17 SDGs, please click here.
Catarina is a member of the supervisory board of Corações com Coroa coracoescomcoroa.org which is a non-profit association born from the commitment of its founder, Catarina Furtado, as a Goodwill Ambassador of the United Nations Fund for the Population (UNFPA), to promote a culture of solidarity, gender equality and socio-affective inclusion of people in situations of vulnerability, risk or poverty.
With the motto: Supporting a woman is supporting a family, a community, a country.
In the conviction that Gender Equality is an effective strategy to fight poverty and social exclusion.
Filipa is a member of the advisory council of WE Global Studios www.weglobalstudios.com Founded in the US, WE Global Studios is a startup Innovation Studio and Platform run by and for women entrepreneurs. With the mission of contributing to gender equality and nurture female talent and their companies.
We participate pro bono in webinars, workshops and give office hours to entrepreneurs and social impact projects. Among other partnerships, we are partners of Impact Hub https://lisbon.impacthub.net
With the motto “People taking collaborative action for a better world” And as a mission “To connect, enable and inspire businesses, enabling them to balance social responsibility with profitability, to build a world that works for all”.
We advise on projects that bring to Portugal R&D activities, promotion of knowledge, promotion of culture, generation of qualified jobs and promotion of activities in the areas of innovation and technology, health and sustainability.