About Us

We are based in Portugal but regulated in over 20 jurisdictions. Our international experts have moved to Europe and have significant cross-border private wealth experience supporting families with their income and assets once in Portugal or wider Europe.

We are regulated to support and advise international expats in Portugal and wider Europe. This is achieved through the Cyprus Securities & Exchange Commission (CySEC), the Insurance Companies Control Service (ICCS) in Cyprus, and the Financial Services Commission in Gibraltar. This means that any investment advice we give is carefully controlled and regulated for the European market to minimise risk.

No, we’re not accountants. However, we do work with a network of other specialist professionals, including Portugal Pathways, who we work with and who are vetted. So, we can work in tandem with professional accountants in Portugal or international accounts where the tax position requires further clarification alongside any wealth management advice.

There is no obligation; we will support and guide you through an initial discovery call and consultation at no cost. It is very important that you enjoy working with us and can relate to your family’s objectives and life goals. Any guidance we give will only turn into an instruction to act on your behalf if you decide to take our recommendations forward more formally.

Our fees are transparent and relative to our expertise in private wealth and any scope of work, but they are commensurate and aligned to international private wealth standards. There are no charges for the initial consultation work, but should you decide to move forward with our recommendations and personalised wealth management plan and recommendation report, we will supply the value proposition and fee structure accordingly.