Optimising your private wealth
for Portugal

Supporting HNW and UHNW private wealth with international cross-border structuring of worldwide assets and income, including early planning for post-NHR tax status in Portugal.

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€100m+

in current assets under management

75+

years of combined experience

20

international regulated jurisdictions

International expertise from leading figures in wealth management

With regulation in 20 international jurisdictions, Beacon Global Wealth Management offers unrivalled expertise in international held assets, pensions and passive income for private wealth in Portugal.

At the heart of everything we do for our private clients are trust and transparency. Our approach begins with aligning your financial strategy with your personal life goals.

We craft a comprehensive cross-border strategy for your income and assets, designed to provide you with peace of mind and long-term security for the future.

Optimise your international wealth and passive income

We work very closely with our private clients to understand their goals and objectives as it relates to their international wealth while residing in Portugal and around the world.

Our philosophy is to put structure and early planning in place so that you have peace of mind, clarity and security for the long term in terms of mitigating tax burdens and optimising and protecting your family wealth.

Peace of Mind & Security for Private Wealth

With our comprehensive wealth management solutions, we ensure the utmost security and stability for your assets, giving you the peace of mind to focus on what matters most.

Pensions & Inheritance Planning

We ensure your non-Portugal derived pensions and passive income are optimised for the long-term in a tax efficient structure in Portugal for succession.

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Personalised Investment Planning

Optimise your wealth with a holistic and personalised approach tailored to your family's needs in Portugal.

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U.S. Connected Citizen Solutions

Supporting Americans and U.S.-connected individuals in Europe with tailored retirement, estate planning, and wealth management compliance.

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Optimising Entrepreneurial Wealth

Unlock your business and professional value using tailored solutions that optimise your tax position.

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Structured Planning for Private Wealth

We support and guide you in building the right structure for your personal objectives, ensuring longevity and security for your family's future.

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Family Office & Private Banking Solutions

We provide trusted bespoke and discreet family office and private banking solutions tailored to high-profile individuals and international families private wealth.

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About Us

Our leadership and partners have been recognised as being international leaders in managing international private wealth.

Our proprietary international cross-border solutions offer wealthy and affluent families a secure and regulated framework for long term security aligned to the private clients goals.

Trusted & Regulated Wealth Management

Recognised International Leaders

Proprietary International Cross-Border Solutions

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Recent case studies

All case studies

€14M

Saved in Tax

Our Private Client Engagement Process

We follow a structured and personalised approach to ensure your family's international wealth is managed with precision and clarity.

Initial Discovery Call

Before you engage us, we’ll get to know you to make sure we’re a good fit in terms of understanding what is most important to you.

Confirming Our Understanding

After our discovery call, we will summarise our understanding of your current situation and the key objectives which will ensure we're aligned with your goals.

Create A Personalised Plan With You

Once you’re happy that we’re right for you, we’ll provide our recommendations and implement them for you. But there’s never any pressure from us to proceed – that’s just not our style.

Implementation and Monitoring

We will implement your plan, constantly monitor and report on the performance to ensure your private wealth is optimised and aligned with your goals and working for you. Additionally, we’ll provide you with regular statements and a half yearly review to ensure that you remain up to date with any investment or tax changes and that we continue deliver for the long term.

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