ProviderePrivate Client
The point of trust
for wealth matters
Wealth, Tax and Legal advisory for individuals, families and family offices, based in Lisbon. Book your consultation.
About
Providere, your exclusive legal specialists, modern and global.
Providere was founded to offer integrated wealth advisory to individuals, families and family offices. Every decision about building and preserving wealth rests on three pillars: wealth, tax and legal. That is why we want to stand beside each client as a point of reference and an ally on every wealth matter.
Wealth
Family wealth organised, protected and monitored over time.
Tax
Tax obligations and decisions reviewed before each step, in Portugal and across borders.
Legal
Legal instruments that safeguard wealth, family and business.
The range
Arrive with a question, leave with the whole picture
Wealth
Consolidation
Wealth
Protection
Family
Governance
Philanthropy
Tax Compliance
International
Operations
Wills and
Succession
Real Estate
Family Business
Mergers and
Acquisitions
Tax
Litigation
Concierge
Principles
How Providere works
Discretion, foresight and a single view of your wealth. These are the principles Providere keeps in every case, from the first opinion to ongoing review.
Foresight
Providere is Latin for seeing ahead. The cheapest decision is the one made before the problem.
Discretion
Family and wealth matters do not circulate. What is discussed here stays here.
Led by the founder
Wealth, Tax and Legal in the same conversation, with the founder leading every case.
Integrated view
Wealth, tax and legal considered together. No decision goes out with one area left open.
The solution / 01
One point of contact for all three areas
A conversation
The first conversation covers the whole picture, not only the question the client came with.
A plan
Each decision is weighed on the wealth, tax and legal sides before it becomes a document.
Ongoing review
Life moves between countries, companies and families, and the plan keeps pace with every change.
The three pillars / 02
One view of
all your wealth
Each pillar is read alongside the other two, because that is how wealth decisions are made.
Wealth
The wealth a family has already built, brought into a single view and organised to last, across countries, banks and structures.
Consolidation · Protection · Governance · Philanthropy · Concierge
Tax
The cost of each decision, worked out beforehand and not afterwards, so that the same transaction is not taxed twice in Portugal and in Brazil.
Compliance · Litigation · Cross-border operations
Legal
The instruments that support a decision once it has been made, from the will to the structure that organises the company and its succession.
Transactions · Succession · Real estate · Corporate · Mergers and acquisitions
Concierge
Moving country raises questions nobody writes into the contract
The practicalities of the move
Domestic staff contract
Hiring under Portuguese law, from the first day in the new home.
Pet travel
The paperwork so that the dog arrives with the family.
School enrolment
The school paperwork, settled before the academic year begins.
Moving belongings
From jewellery to the car, with the tax cost worked out before shipping.
Between Brazil and Portugal
From Brazil to Portugal, the same care for your wealth
Brazil
Portugal · Lisbon
Lisbon
Office in Lisbon, with meetings in person and online.
Across the Atlantic
For those still in Brazil who have already begun planning the move.
In practice
“My wife wants to bring her jewellery collection. Could she be liable for tax on it?”
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