Enduring Wealth Legacies
Our Approach
At Xeus, we believe in a holistic approach to wealth management that transcends mere financial growth. Our commitment lies in understanding the unique aspirations of each individual, allowing us to create bespoke strategies that not only protect but also enhance wealth for generations. Every decision we make is rooted in the desire to secure a lasting legacy.
What We Offer
01
Financial Planning and Wealth Structuring
Thoughtful financial planning is essential for safeguarding and maximising wealth. Our bespoke solutions encompass succession planning, ensuring a seamless transition of assets across generations.
- Bespoke succession plans for family wealth preservation
- Expert guidance on trusts and foundations management
- Seamless intergenerational wealth transfer strategies
- Educating the next generation in wealth stewardship
- Structured family governance for cohesive decision-making
02
Global Tax Optimisation and Compliance
We provide expert guidance to navigate intricate global tax regulations, ensuring optimal structuring and unwavering compliance across jurisdictions, safeguarding wealth with precision and efficiency.
- Bespoke cross-border tax planning
- Strategically minimising liabilities with compliant frameworks
- Sophisticated wealth structuring across multiple jurisdictions
- Continuous monitoring to ensure regulatory adherence
- Tailored advisory on international tax efficiency
03
Strategic Asset Allocation
Diversification is essential for sustainable wealth growth. Our bespoke investment strategies span a broad range of asset classes, ensuring a balanced approach to risk and opportunity.
- Tailored risk management aligned with financial goals
- Exclusive global investment opportunities for diverse portfolios
- Alternative investments for well-rounded, resilient portfolios
- Ongoing market monitoring with proactive adjustments
- Strategic asset allocation for growth and stability
04
Legal Advisory for Family Governance
Our dedicated team provides comprehensive legal and tax advisory services tailored to the unique needs of our clients, with a particular focus on Portugal’s legal and tax landscape. We expertly navigate the complexities of trusts, holdings, and international taxation, ensuring that our clients' financial strategies are both compliant with Portuguese regulations and efficient on a global scale.
- Navigating complex legal structures with precision
- Maximising financial outcomes through expert guidance
- Ensuring compliance with global regulations effortlessly
05
Golden Visa Portugal
We offer tailored residency and citizenship solutions, including the renowned Golden Visa programme, enabling clients to secure global mobility and long-term residency options, with a focus on Portugal’s favourable investment opportunities.
- Access to investment or venture capital funds qualifying for Golden Visa
- Access to real estate investment options that qualify for Golden Visa
- Expert advice on complying with Golden Visa requirements and tax optimisation
Our Advantage
Bespoke and Holistic Approach
Every client receives a bespoke strategy, tailored to their individual needs, financial goals, and family dynamics.
Trusted Expertise Across Jurisdictions
Our team provides specialised guidance on international tax optimisation, legal structures, and cross-border investments, ensuring compliance and protecting wealth.
Comprehensive Multi-Family Office Solutions
We combine financial, legal, and investment strategies under one roof, delivering personalised, long-term solutions to protect and grow wealth across generations.
Key Metrics
Comprehensive Property Portfolio in Portugal
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