Family & Business
For clients interested in:
- Family Wealth
- Asset protection
- Families in business
- Closely held businesses
- Inheritance & Probate
- Real estate
- General counsel
- Estate planning
- Family Offices
Our sophisticated Private Client practice assists individuals and families with all matters related to the management, transfer and protection of personal wealth and their day-to-day affairs. We have a unique global footprint that enables us to advise multi-national families and their closely held businesses.
Our practice was created in response to continuous demand from our corporate and private clients. Because depth requires breadth, our team is experienced in all the intricacies of wealth protection.
Private client teams have a holistic approach to managing and protecting private wealth and manage complex, multi-jurisdictional work. The team provides advice to individuals and families, corporate clients and business owners, banks and trustees.
Asset protection requires resolve and commitment to preemptively plan and structure the holding of assets in a secure manner against the potential erosion arising from your professional practice or other liabilities such as lawsuits and tax hikes.
We provide tax advisory regarding all types of transactions involving Portugal and Portuguese speaking jurisdictions.
Protecting the legacy of families in business and catering for the needs of High Net Worth (HNWI) and Ultra High Net Worth individuals (UHNWI) and families is part of our business.
HNWIs are driven by many factors, such as family security, education, visa-free schemes programs, tax optimization or lifestyle. Regardless of the reasons of why the client wishes to relocate, providing advice to HNWIs with global mobility requires expertise and contacts in several legal and cultural systems and the ability to see the bigger picture. This is especially true when there are non-nuclear families involved – as opposed to the traditional family unit consisting of a two adults and children.
We advise several Family Offices on the mapping and tax structuring of wealth, investment assets and divestment in several jurisdictions.