Structured Private Wealth Planning | Beacon Global Wealth Management

Expertise in Private Wealth Management

With decades of experience, we specialise in providing structured planning for private wealth. Our international experts ensure that you receive tailored advice and comprehensive strategies to manage your assets and income effectively.

Learn more

Comprehensive Wealth Structuring

We ensure clarity and structure so that you can take advantage of your assets and income. Our services include tax planning and cross-border structuring of your income and assets, giving you the peace of mind and longevity you need for you and your family.

Personalised and Transparent Wealth Solutions

Our unique, personalised approach ensures that your wealth management strategies align with your specific needs and long-term goals. We focus on providing tailored advice that enhances your financial security and supports your family’s future.

Transparent

Ensuring trust, transparency, and discretion in all services.

Personalised Support

Tailored strategies to suit your individual wealth planning needs.

Experienced

Decades of experience in providing cross-border financial advice for private wealth clients.

Trustworthy

Qualified and regulated experts across 20 international jurisdictions.

Let's talk

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.

Arrange a discovery call

Structured Planning for Private Wealth

Taking a personalised approach to your private wealth once in Portugal is crucial for peace of mind.