It is inheritance, it is the protection of children, it is a life reorganised, it is a first or second home, it is income. Thinking of property as patrimony is a different kind of work from selling or buying.
Many families come to us with an apparently simple question — sell, buy, let, keep — and quickly realise that the right answer depends on everything else: the age of the children, retirement plans, the matrimonial property regime, taxation, the future of the family business. That is where property consultancy comes in.
An objective inventory of properties, regimes, debts, income and timelines.
We compare keeping, selling, exchanging, letting or reorganising — with numbers.
Working with lawyers, tax advisers and banks within the same plan.
Each decision carried out by us, without losing the thread.
We begin by listening (one session, at no cost). Then we map: properties, estimated values, regimes, charges, current income, timelines. Next we draw up comparable scenarios — keep, sell, exchange, let, reorganise — with the net impact over each time horizon.
This analysis is not a report we hand over before disappearing. It is the foundation on which we work with you over the months that follow, revised as life happens.
Patrimonial advisory crosses real estate with taxation, family law, succession and personal finance. We work directly with your lawyer, accountant and bank — or bring in our own partners when you do not yet have a network in place.
What we avoid is the usual fragmentation: decisions taken in silos, with no one seeing the whole plan.
Typical cases where our accompaniment changes what would otherwise happen:
It is the strategic analysis of a property portfolio before any decision: keeping, selling, generating income or reorganising. The aim is not to sell for the sake of selling — it is to ensure that every decision about your properties is taken with full information and a view of the whole.
For owners with more than one property, families managing inheritances or estate divisions, and anyone who wants to understand whether their current holdings are serving their objectives — or simply standing still.
Estate agency begins once the decision to sell already exists. Property consultancy begins earlier: first the analysis and the strategy, and only afterwards — and only if it makes sense — the transaction.
Yes. We compare the scenarios with numbers: estimated sale value, rental potential, taxation and the costs of each option. The decision always belongs to the owner — our role is to ensure it is taken with the complete picture.
Yes. From the qualification of heirs to the decision on each property, we accompany families through the documentation and the strategy — including the mediation of consensus when several heirs hold different objectives.
No. It complements them. You will still need someone to draft contracts and someone to handle the tax side. Patrimonial advisory exists so that the whole makes sense — so that lawyer, accountant, bank and estate advisor are all aligned within the same plan.
Yes. We accompany families with property in Portugal who live abroad, and Portuguese owners with properties outside the country who want to rethink their overall position.
Typically four to six weeks between the first conversation and the document of compared scenarios. Urgent decisions can be handled in parallel from the outset.
With a first conversation, without commitment, in which we listen to your situation and your objectives. From there, we define together whether — and how — we can add value.
See also the Owner's Glossary.
For a first order of magnitude, see the inheritance and division simulator and the usufruct and bare ownership one.
The first session is free and confidential. Within an hour, we can tell whether there is ground for a deeper relationship — and what the first useful decision is.