Preserving Legacies.
Shaping Futures.
With rigour, professionalism, and complete discretion, we help families protect, preserve, and evolve their wealth.
“A true legacy goes beyond wealth — it is the sum of the values, identities and decisions that shape a family’s future.”
At LEGADO FAMILIAR, we believe that a legacy is not measured solely in assets or numbers. It is the sum of the values, identities, and decisions that shape a family’s future.
For this reason, our work goes far beyond the patrimonial dimension: we help families structure, protect, and pass on what truly matters — their identity, principles, and long-term vision for the generations to come.
We work with a select number of families, closely yet discreetly and independently, designing tailored solutions that respect their reality, their priorities, and their pace.
Whether reorganising a family’s wealth, preparing a succession, structuring investments, or simply ensuring the continuity of a family’s lifestyle, we work with discretion, rigour and a truly integrated, global perspective.
More than addressing complex matters, our role is to build and maintain long-term relationships of trust, offering clear, steady, and coherent guidance so that every decision and every step is considered, intentional, and aligned with the family’s future.
We believe that managing family wealth is important—but preserving the family’s legacy is essential.
How we help care for your legacy.
At LEGADO FAMILIAR, we understand that every family faces unique challenges at different moments in its history. Changes of residence, succession planning, wealth reorganisations or simply managing an international lifestyle raise complex questions—questions that demand solutions genuinely tailored to each family’s reality.
For this reason, we have structured our services to address real needs—from the organisation and protection of family wealth to family governance and the curation of passion assets such as art, real estate, and private collections.
“The true value of a family office does not lie in the services it offers, but in the way it brings together wealth management, family governance, international structuring and the curation of assets into a single, coherent strategy — one where wealth, relationships and family values move forward side by side.”
Rather than offering isolated solutions, we act as an independent and attentive partner—one who integrates, co-ordinates and oversees. We work alongside trusted specialists in multiple jurisdictions, ensuring that every decision is assessed with a global perspective and remains consistent with the family’s values.
In this way, each client finds in LEGADO FAMILIAR a discreet, rigorous, and loyal support—prepared to protect the present and structure the future, across every dimension of their legacy.
“It is this integrated perspective that transforms isolated decisions into a coherent strategy, aligned with each family’s history and values, ensuring that wealth evolves with consistency and purpose over time.”
Wealth Protection & Strategic Planning
When assets, responsibilities, and structures span multiple jurisdictions, complexity and uncertainty are inevitable.
At LEGADO FAMILIAR, we help families gain clarity over their wealth by structuring information, co-ordinating interlocutors, and ensuring that every matter is followed closely, with rigour and discretion. Our focus is to bring order, continuity, and peace of mind to an area of life that often demands constant attention.
Family, Succession & Lifestyle Management
Every family has a unique journey, defined by its stories, relationships, and decisions, which over time determine what will be passed on to future generations.
At LEGADO FAMILIAR, we operate with discretion and responsibility, assisting families through transitional moments, preparing succession plans, and organising governance in a clear and composed manner. Our role is to support, provide balance, and ensure continuity, always respecting each family’s pace, values, and identity.
“Building is only the first step. Protecting what has been created, ensuring its continuity and guaranteeing that it reaches those who matter most — that is our mission.”
Speak with us to explore how we can help protect, shape and pass on your family’s legacy.
Lisbon, Portugal | Confidential, exclusive and by appointment only
Lisbon – Private & Family Office | By appointment only