Discover our legal services in the scope of advising Private Clients and Family Businesses
Private Clients and Family Businesses
Plan and foresee future needs and challenges, ensuring the sustainability and appropriate management of both personal and family wealth
Our Team has extensive experience in providing legal services related to the structuring and management of personal and family assets.
Acknowledging that our Clients’ needs cut across a wide range of sectors and pursuing the promotion of close relationships, our Team offers a diversity of services focused on assistance and management of themes related to the structuring and management of personal and family assets, comprising Family and Succession Law themes, including succession planning themes.
Both within the scope of assisting our Clients with their private assets or family corporate structures, our Team is prepared to provide assistance, namely, on the following matters:
- Efficient management of Clients’ assets in the face of legislative and regulatory amendments;
- Incorporation and governance of family companies;
- Implementation of procedures to ensure generational transition, including assistance in the entire preparation process of family protocols; and
- Creation of holdings for family branches and mediation of conflicts with a view to preparing shareholders’ agreements within the context of a family company.
Meet those responsible for the Private Clients and Family Businesses area.
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Legal Lead Partner, PwC Portugal
Legal Partner – Corporate and M&A, PwC Portugal
Legal Partner – Corporate and M&A, PwC Portugal
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Fernando Lança Martins
Legal Partner – Head of Tax Controversy & Dispute Resolution Law, PwC Portugal
