WHO WE SERVE/PRIVATE CLIENTS & FAMILY OFFICES
PRIVATE CLIENTS & FAMILY OFFICES
When a family's life becomes cross-border, its advisors don't automatically start talking to each other. The U.S. estate attorney and the Portuguese banker have never met. Areia Global holds the cross-border thread, so nothing falls between the cracks.
U.S. FAMILY OFFICES WITH PORTUGAL EXPOSURE
Most U.S. families who have built and managed their wealth domestically arrive at cross-border life without advisors who have thought carefully about what happens when life becomes international. Portugal exposure through residency, real estate, investment, philanthropy, or family adds a layer of complexity that the existing advisory team wasn't assembled to handle.
Areia Global serves as the U.S. anchor of a lean cross-border advisory team: the single point of contact who understands the outbound U.S. implications, knows which Portuguese specialists to bring in for the local layer, and makes sure the decisions made in Lisbon don't create problems in the States, and vice versa.
PORTUGUESE FAMILIES WITH U.S. CONNECTIONS
Portuguese families with U.S. assets, U.S. beneficiaries, or American family members need U.S. advisory that their Portuguese advisors can't provide. Areia Global supplies that layer and coordinates with the domestic advisory team.
WHAT AREIA GLOBAL COVERS
— U.S. advisory oversight and advisor coordination
— U.S. trust and estate analysis in the Portuguese context
— Foreign trust reporting: Forms 3520/3520-A
— Portuguese investment review from a U.S. perspective
— Philanthropic advisory: DAF grantmaking, equivalency determinations
— Family governance for cross-border families