Portugal Golden Visa: Residency by Investment
Legal guidance and due diligence on CMVM-regulated investment funds in Portugal
Fiduciary advisory for families and investors seeking European residency through non-real estate investment funds regulated by Portugal's CMVM.
We guide high-net-worth investors and their families through the Portuguese Golden Visa application process under the current legal framework, which focuses on investment funds regulated by the Portuguese CMVM.
We perform thorough independent due diligence on qualifying fund alternatives, analyzing underlying asset risk, manager pedigree, and deployment timelines to safeguard investor capital.
We work directly alongside experienced on-the-ground legal and financial partners in Lisbon, providing seamless support throughout the administrative and immigration proceedings before AIMA.
Key Challenges We Address
Core Capabilities & Scope
- Legal eligibility assessment for the primary applicant and qualifying family members
- Selection and fiduciary due diligence of CMVM-approved investment funds (€500k minimum)
- Portuguese tax identification number (NIF) acquisition and local bank account setup
- Coordination and review of legal documentation and official immigration files
- Continuous tracking of application status before Portuguese immigration authorities (AIMA)
- ›Capital preservation focus: selection of audited, institutional-grade funds only
- ›Full transparency regarding administrative processing timelines and statutory requirements
- ›On-the-ground execution and personal coordination via long-standing Portuguese partners
Other Practice Areas
Real Estate
Identification, structuring, and management of prime real estate assets capable of delivering predictable cash flows and long-term capital preservation.
Wealth Management
Preservation and growth of family and institutional capital, completely free of issuer conflicts of interest and strictly aligned with client goals.
Private Debt
Bespoke private credit vehicles for solid enterprises and real estate projects, underpinned by strict covenant analysis and real guarantees.