Wealth Law

Pratice Areas

Wealth Law

We provide comprehensive advisory services in wealth law, supporting our clients in the organization, management, and transfer of their wealth, protecting assets and ensuring predictability and stability in their wealth management.

The Wealth Law department provides complete legal support in the management, organization, and transfer of individual and family wealth, through an integrated approach that crosses different areas of wealth law, such as real estate, family, succession, and registration branches. We act in leasing matters, including contracts, regularizations, and dispute resolutions, as well as in real estate law topics relevant to wealth law, such as horizontal property, adverse possession, real estate investment, and the preparation of deeds.

Within the scope of wealth law, we assist in wealth management processes, including inheritances, donations, asset protection, and wealth organization, ensuring stable, legally secure solutions tailored to our clients' objectives. We also provide support in family group matters, coordinating wealth law with family law, the organization of wealth structures, and the resolution of family issues, including divorce proceedings with an impact on property and assets.

In estate planning, a core area of wealth law, we draft wills, donations, usufructs, and wealth succession strategies, ensuring predictability, tax efficiency, and intergenerational protection. We also handle real estate registry acts, powers of attorney, deeds, and other notary formalities, promoting compliance and legal certainty in all wealth procedures.

What distinguishes us

Over 30 years of continuity

A firm in continuous activity for over three decades, a rare stability in the Portuguese market.

Proximity lawyering

A full-service firm with a size that allows for direct and frequent contact with the responsible lawyers, including in sensitive wealth law matters.

Cohesive and multidisciplinary team

We coordinate multiple practice areas to respond to complex issues with stable and integrated teams, reinforcing the effectiveness of the intervention in our clients' wealth management.

Ethical commitment and independence

Decisions guided by rigor, responsibility, and independence, even in sensitive or high-profile contexts.

Pragmatism and focus on solutions

We prioritize feasible, clear, and value-added solutions for our clients.

FAQs

Whenever the conclusion, renewal, or termination of a lease agreement (urban or commercial leasing) is at stake, as well as in situations of default or non-compliance, rent updates, or the application of the Lease Law.

We analyze the contract, the history of payments and notices, define the strategy (negotiation, injunction, eviction action), and handle the entire procedure until the effective delivery of the property.

Horizontal property disputes, adverse possession (usucapião), acquisition and sale within the context of real estate investment, preparation of public deeds, and coordination with the real estate registry and the tax aspect.

When there are multiple heirs, fragmented assets, or assets that are difficult to value (real estate, corporate shares, holdings in funds), or a risk of litigation. We assist in the organization of inheritances, evaluation of lifetime donation solutions, and asset protection.

It is a company created to concentrate family shareholdings and assets, facilitating governance, succession, and often simplifying relations between family branches. We always evaluate tax, succession, and family law impacts.

It depends on the objectives: control, beneficiary protection, liquidity, risk of conflict, and tax impact. We evaluate scenarios involving wills, donations, usufruct, and other mechanisms of wealth succession.

Ensure that the transaction's content is accurately reflected in the public deed, that powers of attorney have appropriate powers and a defined timeframe, and that the real estate registry is updated without errors that could affect ownership or guarantees.

We work with a focus on asset protection and predictability: negotiating agreements, asset divisions (partilhas), reviewing prenuptial agreements, handling the relationship with divorce proceedings, and, when necessary, coordinating with the litigation practice.

Get in touch with us to discuss your case.

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