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Private Wealth Advisory

Advisory for
capital that
demands more.

Independent advisory for buyers, investors and family offices acquiring residential and commercial property in Lisbon above €800k. Analytical rigour, institutional access, zero conflicts of interest.

€1.9M
Average ticket, private wealth mandates
30+
Nationalities served across 6 years
€85M+
Residential transactions advised
100%
Independent — no developer exclusives
What we do

Advisory that works
for the buyer.

Most real estate transactions in Lisbon are structured to serve the seller or the developer. The agent earns more when the price goes up. The developer's sales team has one product to sell you. Independent advisory exists to correct this.

We work exclusively on the buyer's side. Our mandate is to find the right asset at the right price, not to move inventory. We are paid for advisory quality, not transaction volume.

Our background is institutional — 6 years in Capital Markets and residential investment at JLL Lisbon. We apply that analytical framework to private transactions: yield modelling, comparable analysis, due diligence, and honest risk assessment before any commitment.

01
Investment brief
We establish your parameters — capital, return expectations, use (primary residence, investment, diversification), timeline and risk tolerance.
02
Market intelligence
We run yield analysis, comparable transactions, and off-market availability before presenting any property. No shortlist padding.
03
Property selection
Maximum 3–5 properties per shortlist, each with full financial modelling and an honest assessment of its weaknesses.
04
Negotiation & acquisition
Price negotiation, due diligence coordination, legal referrals and complete transaction management through to deed.
05
Post-acquisition
Property management introductions, rental strategy, tax structuring referrals. The relationship does not end at completion.
Ticket ranges

What we typically work on.

€800k–€1.5M
Prime residential
Alcântara, Estrela, Príncipe Real, Parque das Nações. The core of our mandate volume. Strong rental yields and capital preservation.
€1.5M–€5M
Premium residential & commercial
Trophy apartments, multi-unit portfolios, boutique commercial assets. Off-market sourcing is essential at this level.
€5M+
Institutional & family office
Portfolio acquisitions and development plays. Capital Markets background directly relevant. Bespoke mandate structure.
Funds
Real estate fund allocation
For investors who want exposure to Lisbon real estate without direct ownership. CMVM-regulated, from €100k minimum. See funds →
Ready to have a
real conversation
about Lisbon?

Every mandate starts with a free call. We will tell you honestly what the market looks like, what your capital can achieve, and whether we are the right fit for what you need.

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