Wealth Advisory

Preserving wealth ultimately means preserving legacy. At Wealth Advisory, we partner with our clients to organise, enhance and protect their family capital through a structured, long-term approach, ensuring continuity of value across generations.

Detalhe de um puxador clássico exterior de uma porta ornamentado, simbolizando a representação física de um legado imaterial com um serviço de assessoria desenhado à medida

Global approach

We provide integrated monitoring, bringing together the key technical information on asset composition and management.

Personalisation

We design solutions tailored to each client's objectives, risk profile and investment time horizon.

Diversification

We support investment across non-financial assets, including real estate, works of art and classic cars, amongst others.

Legal and tax support

Services are delivered in coordination with leading legal and tax partners.

Começar

Wealth Advisory is a specialised service focused on structuring and preserving client wealth. It is based on an integrated analysis that considers family and business objectives, time horizon and risk profile.

We are committed to generating long-term value, supporting clients in protecting their legacy and developing tailored solutions across diverse assets and increasingly complex structures.

Main areas of activity

Global Asset Analysis

Identification of opportunities, anticipate challenges, and support strategic decisions aimed at preserving and enhancing capital over time.

Asset Structuring and Optimisation

Ensure a coherent and efficient organisation of assets, aligned with long-term objectives and prepared for future challenges. It strengthens investment capacity, adaptability and succession planning.

Support for Real Estate Investment

Advisory in the structuring and financing of real estate investments, with a focus on strategic capital allocation.

Succession Planning and Governance

Ensure business stability, continuity of control and intergenerational alignment.

Liquidity Management

Assessment of alternative solutions in the absence of defined succession plans.

Strategic Tangible Assets

The incorporation of tangible assets requires rigorous technical validation and integration within the overall wealth strategy.

Private Banking Exclusive Contact

Telefone Porto: +351 226 086 464

Telefone Lisboa: +351 210 134 100

Email: bancaprivada@bancocarregosa.com

Hours: Monday to Friday, from 09:00 to 19:00.

Cost of calling the national fixed network.

Contact

Deseja receber mais informações sobre Assessoria Patrimonial?:*

Nome:*

Telemóvel:*

Email:*

Distrito:

Dia para Contacto:

Horário para Contacto:

Comentários:

O Banco Carregosa tratará os dados pessoais recolhidos neste formulário para resposta às suas questões ou solicitações, de acordo com a sua Política de Privacidade que deverá ser consultada pelo utilizador. Poderá exercer os seus direitos enquanto titular de dados através do envio de pedido para dataprotection@bancocarregosa.com. Para mais informações sobre o tratamento dos seus dados pessoais, por favor consulte a nossa Política de Privacidade.:*