Management and Advice
Investment Portfolio Management
Investment Portfolio Management
Living outside Portugal and managing assets in different countries brings legal, tax and inheritance challenges.
The Emigrant Lawyer helps you organize, protect and optimize your investments independently, ensuring transparency, international compliance and security for you and your family.
Our services
Consolidated Assets Map - an overview of your assets in Portugal and abroad.
International legal and tax framework - compliance with CRS, FATCA and double taxation conventions.
Due Diligence of Contracts and Products - legal review of banking contracts, funds, insurance and succession clauses.
Family Office Light - organizing and protecting family assets with clear rules and succession plans.
Monitoring of Commissions and Costs - independent audit of fees charged by banks and management companies.
Clear and Regular Reports - we consolidate dispersed information into simple and transparent reports.
All this without directly managing your portfolio or recommending specific investments: we act as legal and tax guardians, in conjunction with authorized financial entities.