Selected Engagements

A discreet record of recent work.

A selection of completed transactions and active mandates, shared in anonymized form. Identifying details are withheld deliberately — the discretion shown on this page is the discretion you can expect.

Values are given as ranges rather than exact figures. Clients, counterparties and precise locations are not named, and will not be named to anyone else either.

Completed

Delivered, end to end.

European family · Comporta

A European family sought a beach retreat within an hour of Lisbon. We sourced an off-market villa in Comporta through our partner network and ran the transaction end to end — legal, tax and residency workstreams alongside our partner law firm, and banking established with a trusted institution before completion.

Private client · Quinta do Lago

A buyer arrived knowing the Quinta do Lago area by name and little else — clear on the budget, unclear on where within it to look or why one pocket should be preferred over another. We produced a written acquisition brief covering market positioning, comparable evidence and pricing guidance, and set out a recommendation on where to buy and the reasoning behind it.

The brief resolved the question. The client is proceeding with us on brokerage and acquisition advisory.

Private investor · value-add

A private investor wanted an off-plan position with defined upside on a buy, hold and sell horizon, in a location with a credible growth case rather than a marketed one. We identified and secured the asset, with the entry price aligned to the projected appreciation rather than to the asking price.

Active Mandates

In market today.

Institutional · Lisbon commercial

We are advising an institutional owner on the disposal of a tenanted commercial asset in the Lisbon region on a sale-and-leaseback basis, and are introducing qualified investors to the opportunity.

Institutional · capital raising

We are advising institutional clients on equity raises for Portuguese opportunities — structuring the approach and engaging our network of capital partners. On one, we introduced an Americas-based investment bank to help lead the process.

Developers · cross-border capital

We introduced two Portuguese developers to capital partnerships in the United Arab Emirates and the United States, opening funding routes for projects that would otherwise have been financed domestically. Both relationships are live.

Coordination

The partner network, in practice.

A significant part of the work is not a transaction. It is putting a client in front of the right specialist and then staying in the room — which is a different service from handing over a name and withdrawing.

Golden Visa applicant

A Golden Visa client whose file needed specialist handling was introduced to our immigration partner and the matter has been resolved. We remained the point of coordination throughout rather than stepping back after the introduction.

Private client · tax counsel

A private client requiring Portuguese tax advice was matched to a senior tax lawyer within our partner network, with the relationship managed by us on both sides — scope, expectations and follow-through.

International partner · tax channel

An international partner whose clients increasingly require Portuguese tax counsel now routes them to the specialist within our network — for the current engagements and for those that follow. A standing channel rather than a single introduction, and the arrangement we prefer.

Relocation advisory

A client relocating to Portugal needed guidance well beyond the property itself. We advised on the move and introduced a specialist immigration lawyer to carry the residency and legal process, coordinating both sides to completion.

On Disclosure

What is missing from this page is the point.

We are asked, occasionally, why we do not name clients or publish testimonials. The answer is that the people we act for would not want us to, and a firm that names one client has told every future client what to expect.

Figures on this page are indicative ranges. Locations are given at regional level. Counterparties, partner firms and exact terms are not disclosed. Where a mandate is sensitive enough that even an anonymized description would identify it, it does not appear here at all.

If you would like references, we will arrange for you to speak with a client directly, with their consent, rather than publish a quotation they did not expect to see.

A Conversation

Discuss a mandate in confidence.

Whether you are acquiring, disposing, raising capital, or advising a client who is, we would be glad to talk — privately and without obligation. Enquiries from advisers acting for a client are handled with the same discretion as the client's own.

Transparency · Confidentiality · Execution

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