Service Offerings
We are a boutique law firm specializing in guiding Americans through the legal transition to life in Portugal, helping to bridge the two tax regimes through client education, advisory services, and practical support to both individual clients and strategic partners.
Client Services
Coordinated U.S. and Portugal tax return service provides a seamless cross-border filing solution for Americans living in Portugal. The offering includes both the U.S. and Portuguese annual returns, alignment between the two tax systems, and specialized support for Golden Visa investors. From standard expat filings to more complex situations, clients receive a streamlined, accurate, and professionally managed tax experience across both jurisdictions.
Americans remain subject to U.S. tax rules no matter where they live, and moving to Portugal adds a second system that can create confusion and hidden risk without clear analysis.
This program provides a cross-border tax review that maps how existing income, entities, and investments are treated under both U.S. and Portuguese rules, giving clients a clear baseline before any planning or restructuring decisions are made.
For Americans moving to civil law countries like Portugal, estate planning requires more than standard wills and trusts. To ensure intended bequests and avoid unfavorable tax consequences, integrated cross-border strategies are essential.
Areia Global works exclusively with U.S. citizens connected to Portugal, providing estate plans that ensure compliance, preserve wealth, and address cross-border needs like incapacity and international guardianship planning for globally mobile families.
This program is designed for U.S. taxpayers who invested in Portuguese Golden Visa funds through self-directed IRAs and are facing IRS inquiries or concerns about prohibited transaction risk.
We provide a coordinated review and collective IRS advocacy framework so similarly situated investors can address unresolved issues thoughtfully and avoid inconsistent or premature reporting decisions.
We provide ongoing advisory services to high-net-worth families on cross-border U.S. tax matters including planning for major transactions, structuring foreign investments, and managing cross-border trusts.
In coordination with a team of international partners, we help clients navigate their ongoing U.S. tax obligations and compliance risks, ensuring that all international footprint remains aligned with U.S. tax requirements.
Partner Services
Trainings
Americans remain subject to complex U.S. tax rules, which can pose challenges for Portuguese lawyers, accountants, and advisors unfamiliar with the nuances of the U.S. regulatory landscape.
For our professional counterparts, we offer tailored trainings, webinars, and workshops to help legal, financial and advisory teams understand how U.S. tax laws impact their American clients and cross-border activities.
Advising internationally mobile Americans on wealth management, legal, tax, or investment services requires keeping up with evolving U.S. regulations. We help by creating tailored white papers, memos, and briefings that clearly explain complex tax and compliance issues.
Our clear, practical white papers range from memos to technical guides to help teams stay compliant, inform clients, and support business growth amid ever-changing U.S. regulations.
Contact us
Have questions or facing a complex move? Tell us your story - fill out the form below to connect with a dedicated team that’s here to guide you with expertise, discretion, and personalized care.