Wealth Management

SERVICE

At LANÇA LAB, our Wealth Management services go beyond traditional financial advising to offer a comprehensive, holistic approach tailored to meet the unique needs of high-net-worth individuals, families, and family-owned businesses. In addition to our expertise in Tax and Business law, we focus on facilitating investment, residency, and nationalitysolutions, ensuring that our clients’ wealth is both protected and maximized across generations.

WHAT WE DO?

At LANÇA LAB, we combine our legal, tax, and business expertise with a personalized approach to wealth management. We understand that managing significant wealth involves both protecting assets today and planning for future generations. Our team, with its broad network and specialized know-how, provides tailored solutions to address complex issues, ensuring that our clients’ wealth is managed, preserved, and passed on according to their goals and values.

Whether you are looking to structure your investments, plan for succession, establish a family office, or navigate international tax and residency issues, LANÇA LAB is your trusted partner in wealth management.

SPECIALISED Services for Family Businesses and High-Net-Worth Individuals

Our firm is particularly focused on advising family businesses and individuals with substantial assets. We provide tailored solutions for wealth preservation, business succession, and cross-border estate planning, ensuring that family legacies and assets are passed on efficiently and securely.

  • Business Succession & Generational Transfer: We assist in the transmission of business ownership between generations, crafting strategies that minimize tax burdens while ensuring the continued success of family enterprises. Our expertise includes tax-efficient structuring of family businesses, facilitating smooth transitions and safeguarding the family’s wealth.

  • Tax-Efficient Wealth Management: We provide strategic advice on applying the most efficient tax treatments to protect family wealth, from income and inheritance tax planning to capital gains and wealth taxes. We also guide clients in leveraging tax incentives for philanthropic activities, maximising both social impact and tax efficiency.

  • Family Offices: Lança LAB advises on the transfer and establishment of family offices, ensuring that the governance structures, investment strategies, and wealth management frameworks are optimized for long-term preservation and growth.

Comprehensive Legal Support in Wealth Management

Our wealth management services encompass a broad range of legal areas, ensuring that every aspect of our clients’ financial and personal affairs is carefully planned and protected. We work with clients to implement strategies that integrate legal, tax, and financial considerations, supporting both short-term goals and long-term legacy planning.

  • Corporate and Private Asset Management: We provide guidance on the management of both corporate and private assets, advising on structuring investments, managing risk, and optimising asset portfolios across different jurisdictions.

  • International Taxation and Compliance: Our team offers expertise in individual and international taxation, providing solutions for cross-border tax issues, residency, and compliance with both Portuguese and international tax laws. This ensures that clients’ wealth is managed efficiently across multiple legal systems.

  • Succession Planning, Wills, and Donations: We specialise in creating customised succession plans, drafting wills, advising on donations, and structuring insurance solutions to ensure that your assets are transferred according to your wishes while minimising the tax impact on your heirs.

  • Family Law & Disability Planning: In cases involving family law issues or the planning for disabilities, we provide strategic advice on the legal frameworks necessary to protect the interests of family members, particularly in complex inheritance or guardianship situations.

  • Foundations and Philanthropy: We assist clients in the creation and management of foundations and philanthropic initiatives, ensuring that charitable endeavours align with clients’ values while benefiting from applicable tax incentives.

  • Private International Civil Law: Our expertise in private international law ensures that clients’ cross-border legal matters, such as international estates, marital agreements, or investments, are properly structured to comply with various jurisdictions and protect assets globally.

  • Nationality and Residency Solutions: We offer advice on the legal pathways to obtaining nationality and residency in Portugal and other jurisdictions, facilitating investment, relocation, and citizenship planning for individuals and families seeking to diversify their residency options.