Family businesses and private wealth

PLMJ’s team of tax lawyers provides specialist tax advice to family businesses and high and ultra-high net worth individuals, developing personalised solutions to meet clients’ specific objectives.

With solid experience in the Portuguese market and international investments, we take a pragmatic approach to the complexities of wealth management and family businesses.

Our team also has extensive experience in succession planning, which is essential to preserving family wealth across generations. We assist Portuguese and foreign private clients with inbound and outbound investments, particularly in the property and tourism sectors. Our focus is on ensuring that the solutions proposed are in line with family and business objectives, while maintaining the necessary flexibility to meet future challenges.


This experience, consolidated over the years, allows us to respond quickly and effectively to growing concerns and challenges, enabling us to identify and prevent potential tax risks while safeguarding our clients’ assets in different personal, family and business situations.

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