Managing Wealth and Tax Planning Together
Optimising residency with your strategic investments
Our team of experts work with top international investment managers who have a proven track record for delivering value creation, catering specifically to affluent expats and their families.
Outstanding Record for Success
Our selected investment managers boast a proven long-term investment performance, strategically managing your assets to optimise returns and secure your financial future.
Experience with Affluent Expats
Leveraging years of experience working with affluent expats, our investment managers tailor their approach to suit your unique circumstances, ensuring financial solutions that complement your expat lifestyle and objectives.
Over €112 Billion Under Management
Partnering with industry-leading investment managers means your money is in capable hands, with access to vast resources and opportunities to maximise your families wealth.
ESG Investment Ethos
Our investment managers integrate Environmental, Social and Corporate Governance (ESG) principles into their strategies, offering you the chance to promote sustainability, diversity, and global impact while ensuring financial returns.
Transparency and Trust
Our expert team and investment partners prioritise delivering exceptional value with total transparency, trust and security.
How we support affluent expats
Client case studies
Financially guiding these entrepreneurs to their ideal requirements
"When we moved from London to Lisbon, excited about broadening our UK investments, Portugal Pathways assisted with our D7 Visa, set up the NHR tax regime, and advised on our investment structure. They also guided us on structuring our investments, helped us navigate the local markets, and provided continual support including introducing us to a fabulous language coach, who has now become a firm family friend."
Schedule a free consultation with one of our expert team so that we can offer personalised support to meet your specific needs.
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