Practice Areas
Why You Need Us?
Choosing us means gaining access to seasoned experts in law, finance, and investment.
Whether you’re new to investing or a seasoned veteran, we’re here to help you achieve your financial goals. Trust in our proven track record of success and commitment to client satisfaction.
With LusoWealth, you gain a trusted partner dedicated to your financial prosperity. Let us simplify the complexities of finance, so you can focus on what matters most to you. Choose LusoWealth and embark on a journey towards financial stability and peace of mind.
What We Are Expert At
Our Services
Legal Services
offers expert legal guidance for investments in Portugal, ensuring smooth and compliant processes.
Financial Services
Custom financial guidance, optimizing investments for a secure and prosperous future.
Real estate services
Customized real estate services designed to maximize investment opportunities and deliver exceptional results.
Digital Marketing Services
combines digital marketing expertise with investment strategies to maximize client returns and market visibility.
Project management
provides end-to-end project management solutions for investment projects.
Adoption & Surrogacy
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Property Settlements
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Legal Services
Our legal experts boast decades of experience in navigating the intricate legal landscape of Portugal. From evaluating eligibility for investor visa programs to advising on residency programs like the Golden Visa, we ensure a seamless process for our clients. We handle documentation preparation, assist in investment selection, and manage the application process from start to finish. Count on us for expert negotiation with immigration authorities and ongoing legal support for visa renewals and residency planning.
Some of our legal services:
- Eligibility Assessment:
Analyze the client’s eligibility for investor visa programs in Portugal
- Advice on Residency Programs: Provide detailed information on the different residency programs for investors available in Portugal, such as the golden visa.
- Documentation Preparation: Assist in the collection, preparation and submission of all documents necessary to apply for an investor visa or residency program.
- Assistance in Choosing Investments: Guide clients in choosing eligible investments that meet the requirements of the investor visa program.
- Process Monitoring: Monitor and manage the application process from submission to final decision, dealing with any questions or additional requests from the competent authorities.
- Legislation and Regulation Advice: Keep clients informed about ever-evolving laws and regulations related to investor visas and residency programs.
- Negotiation with Competent Authorities: Handle communications and negotiations with immigration authorities and other government bodies on behalf of the client.
- Visa and Residency Renewal: Assist with renewing investor visas or residency status if necessary.
- Tax Planning: Provide advice on tax issues related to investments and residence in Portugal.
- Assistance in Real Estate Transactions: If the investment involves the acquisition of properties, the lawyer can offer assistance in negotiating and concluding real estate transactions.
Benjamin Richardson
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Financial Services
Gloria Rose
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Luso Wealth’s financial services encompass a wide range of expertise tailored to our clients’ unique needs. Our seasoned financial team brings decades of experience and in-depth knowledge of the Portuguese market to assist you in achieving your financial objectives. From investment evaluation and tax planning to financial documentation preparation and investment analysis, we offer a comprehensive suite of services to ensure your financial success.
Some of our legal services:
- Financial Assessment: Assessment of the client’s finances to ensure they meet the financial requirements of the investment program.
- Tax Planning: Provide advice on tax issues related to investments and residence in Portugal, seeking to optimize the client’s tax situation.
- Preparation of Financial Documentation: Assist in the preparation of financial documents required to apply for residency programs or investor visas.
- Investment Analysis and Advice: Evaluating proposed investments to ensure they meet the criteria established by immigration programs and providing advice on investment strategies.
- Accounting Reports: Preparation of accounting and financial reports necessary to meet the requirements of the immigration program.
- Audit of Financial Documents: Conducting audits of financial documents to ensure accuracy and compliance with program requirements.
- Proof of Source of Funds: Assistance in documenting and proving the legal origin of funds used in investments.
- Asset Management Expertise: Interact with Portuguese tax authorities on behalf of the client to clarify doubts and ensure compliance with tax laws.
- Financial Documentation Assistance: Management of tax aspects related to investments and residence, including the submission of mandatory tax returns.
- Customized Financial Solutions: Continue to provide accounting and tax services after obtaining residency to ensure continued compliance with tax obligations.
Real estate services
Luso Wealth’s real estate services offer tailored solutions for investors seeking lucrative opportunities in Portugal’s property market. Our expert team provides comprehensive assistance, from property research and selection to negotiation and transaction management. With in-depth market knowledge and strategic insights, we guide clients through every step of the investment process, ensuring optimal returns on their real estate ventures.
Some of our Real Estate sevices:
- Property Search and Selection: Assist in the search and selection of properties that meet the needs and preferences of foreign investors.
- Negotiation of Purchase and Sale Contracts: Negotiate favorable terms and conditions in property purchase and sale contracts.
- Market Assessment: Conduct market assessments to ensure investors are making informed decisions about property prices.
- Accompaniment on Property Visits: Accompany investors on property visits, providing relevant information about the local real estate market.
- Real Estate Financing Advice: Advise investors on real estate financing options, when applicable.
- Purchasing Process Management: Facilitate and coordinate the entire purchasing process, from initial research to completion of the transaction.
- Consultancy on Development Projects: Offer consultancy on real estate development projects that may be attractive to foreign investors.
- Identification of Investment Opportunities: Assist in identifying investment opportunities in real estate projects that are aligned with the criteria of investment immigration programs in Portugal.
- Technical Feasibility Analysis: Perform technical feasibility analyzes of projects, including issues such as zoning, regulations and construction requirements.
- Construction Budgeting and Planning: Provide detailed budgets and construction plans for projects, considering local requirements and standards.
Walter Myers
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Digital Marketing Services
Gloria Rose
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LusoWealth offers cutting-edge digital marketing services to elevate your online presence and drive business growth. With expertise in SEO, content creation, social media management, and paid advertising, we craft tailored strategies to maximize your brand’s visibility and engagement. Let us help you reach your target audience effectively and achieve your marketing goals in the digital realm.
Some of our legal services:
- Digital Marketing Strategy: Develop personalized digital marketing strategies to attract foreign investors interested in investment immigration programs in Portugal.
2. Content Creation: Produce relevant and informative content for the website, blog, social networks and other platforms, highlighting the benefits of investment immigration programs in Portugal.
3. SEO (Search Engine Optimization): Optimize online content to improve rankings in search engines, increasing visibility for potential investors.
4. Online Advertising Campaigns: Plan and execute paid advertising campaigns, such as Google Ads and social networks, to target specific audiences interested in investment immigration.
5. Social Media Management: Manage social media accounts to build a strong online presence, interacting with the foreign investor community and sharing relevant information.
6. Email Marketing: Develop email marketing campaigns to keep potential investors informed about investment immigration programs in Portugal.
7. Visual Content Marketing: Using visual elements, such as infographics, videos and images, to make information more attractive and understandable for potential investors.
8. Data Analysis: Use analytical tools to monitor campaign performance and adjust strategies based on the data collected.
9. Strategic Partnerships: Develop strategic partnerships with other professionals in the sector, such as lawyers, accountants and consultants, to strengthen the offer of complete services to investors.
Project Management
LusoWealth provides comprehensive project management services, ensuring timely and cost-effective completion of your projects. With expert planning, resource allocation, and performance monitoring, we guarantee successful outcomes tailored to your needs. Trust us to handle your projects efficiently and professionally from start to finish.
Some of our Real Estate sevices:
Project Planning: Developing comprehensive project plans, including defining project scope, objectives, timelines, and resources required.
- Stakeholder Management: Identifying and engaging stakeholders, maintaining communication, and managing expectations throughout the project lifecycle.
- Risk Management: Identifying potential risks, assessing their impact and likelihood, and developing strategies to mitigate or respond to them.
- Budgeting and Cost Management: Estimating project costs, developing budgets, and tracking expenses to ensure projects are completed within financial constraints.
- Resource Allocation: Assigning tasks to team members, managing workload distribution, and ensuring resources are effectively utilized to meet project goals.
- Communication Management: Establishing communication channels, facilitating meetings, and ensuring information flows smoothly between team members, stakeholders, and other project participants.
- Quality Assurance: Establishing quality standards, conducting quality reviews, and ensuring deliverables meet predetermined quality criteria.
- Schedule Management: Monitoring project progress, identifying potential delays, and implementing strategies to keep the project on schedule.
- Change Management: Assessing and managing changes to project scope, requirements, or objectives to minimize disruptions and maintain project alignment with organizational goals.
- Reporting and Documentation: Generating progress reports, documenting project activities, and maintaining project documentation for future reference or audits.
- Conflict Resolution: Addressing conflicts and issues that arise within the project team or between stakeholders to maintain a positive working environment and keep the project on track.
- Performance Monitoring: Tracking key performance indicators (KPIs) to measure project performance and identifying areas for improvement.
- Continuous Improvement: Identifying lessons learned from past projects, implementing best practices, and fostering a culture of continuous improvement within the project team.
- Closure and Evaluation: Formalizing project closure, conducting post-project reviews to evaluate project success, and capturing insights for future projects.
Walter Myers
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