Entrepreneurial Wealth Management | Beacon Global Wealth Management

Our team of experienced wealth managers understands the challenges of running a business abroad.

From navigating different tax systems to managing cross-border assets, and income we’re here to support you make informed decisions that give you security and peace of mind for the long-term.

Expertise in Entrepreneurial Wealth Management

With decades of experience, we specialise in helping entrepreneurs and business professionals unlock and optimise their business and professional value.

Our tailored strategies are designed to address the unique challenges you face, ensuring your wealth is managed efficiently across borders.

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Cross-Border Tax Planning to Maximise Value

Our deep understanding of international financial and regulated markets allows to offer support and guidance in over a 20 jurisdictions so that you can optimise double international double taxation between Portugal and your original country of origin.

Personalised and Transparent Wealth Management

Our unique, personalised approach ensures that your business and professional value are optimised for the long term. We focus on providing tailored advice that enhances your financial security and supports your entrepreneurial goals.

Transparent

Ensuring trust, transparency, and discretion in all services.

Personalised Support

Tailored strategies to suit your individual entrepreneurial wealth management needs.

Experienced

Decades of experience in providing cross-border financial advice to entrepreneurs and business professionals.

Trustworthy

Qualified and regulated experts across 20 international jurisdictions.

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Case Studies

47%

Increase in Business Revenue

Optimising Business Value for Canadian Entrepreneur in Portugal

Discover how David and the team supported a Canadian entrepreneur expand into the European market as well deal with complex tax structuring and regulatory compliance.

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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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Optimising Entrepreneurial Wealth for Portugal