Golden Visa U.S. Tax & Compliance Review

A Golden Opportunity

Your Golden Visa investment can open the door to Portugal and a new chapter of life. Make sure U.S. tax and compliance are part of the plan from the start.

Why it matters

A Portuguese Golden Visa fund investment can trigger complex U.S. tax rules. These considerations are unique to American investors; they come from U.S. law, not Portuguese law, and are often overlooked by local advisors.

We have worked directly with Portuguese funds to help them better understand the needs of U.S. investors and to help ensure the market has safeguards in place to inform and protect them, and we are encouraged by the efforts of forward-thinking funds who now require investors to provide written certification confirming they have received U.S. tax advice and understand these risks before accepting capital. This protects the fund, and it protects you.

We are the only U.S. tax attorneys based in Portugal focused exclusively on U.S.–Portugal tax matters, and the foremost authority on the U.S. tax issues related to Portuguese Golden Visa funds. Our Golden Visa U.S. Tax & Compliance Review is designed to meet these certification requirements and give you a clear, actionable understanding of your U.S. tax position before you invest.

WHAT IS INCLUDED

Comprehensive tax & compliance review of 2 funds:

Review of SDIRA prohibited transaction exposure.

A Tax & Compliance Summary Report outlining your U.S. tax exposure, reporting obligations, and possible elections.

Pre-filled tax forms you can provide to your CPA for timely filing.

An investor certification you can share with your fund confirming you’ve received U.S. tax advice and understand the U.S. tax consequences of your investment

How it works

  • We start with a consultation to learn:

    • Where you are in the Golden Visa process

    • Which funds you are considering

    • Whether you plan to use retirement funds to make the investment

    We’ll also answer preliminary questions so you understand how the review works.

  • After the consultation, we send our engagement agreement and invoice. The cost of the consultation is applied toward the full price of the review.

  • We collect the relevant fund documents needed for our review.

  • We perform the tax and compliance review, assessing U.S. tax issues including PFIC classification, QEF election opportunities, reporting requirements, and prohibited transaction risks.

  • Item descriptionWithin 30 days, you receive:

    • Your Tax & Compliance Summary Report

    • Pre-filled tax forms for your CPA

    • An attorney-issued investor certification for your fund’s records

Who it is for

U.S. citizens and residents investing in a Portuguese Golden Visa fund

Investors using a self-directed retirement account for their investment

Clients whose fund requires U.S. tax advisory certification before subscription

Why Areia Global

We focus on the intersection of U.S. tax law and Portuguese investment structures. Our work has been adopted by leading funds as the standard for meeting investor certification requirements.

You get:

direct access to a U.S. tax attorney with experience in cross-border planning with Portugal;

clear, practical advice, not dense memos; and

a deliverable ready for your fund’s onboarding process

Protect yourself before you invest.

Get the clarity and the certification you need to move forward with confidence.