Wealth Management
and Business
Solutions

Contact us

TAXWISE - YOUR TRUSTED PARTNER

Why choose
Taxwise?

At Taxwise, we specialize in delivering customized solutions for High Net Worth Individuals (HNWI) and businesses. Backed by an expert team, we offer a holistic approach to your financial needs, ensuring discretion and confidentiality in every service.

Our comprehensive suite of offerings includes Fiscal Representation, Accounting & Tax Compliance, Tax Advisory, Fiduciary Management, Real Estate Management, and Concierge Services.

With deep expertise in Wealth Management, Taxwise adds value to your projects and investments, providing high-quality advisory for residents, non-residents, and expatriates. We simplify your financial landscape and enhance your wealth, allowing you to enjoy life’s simple pleasures worry-free.

Gabriela Neves

Our services

FAMILY OFFICE

Wealth
Management

Let us help your achieve your financial goals and secure your family’s wealth and legacy.

REAL ESTATE INTELLIGENCE

Property
Rentals

Let us ensure your tax obligations are fulfilled in Portugal, with expert advice.

COMPANY CONSULTING

Corporate
Investments

Let us manage the tax affairs, accounts and the legal obligations of your business.

Get in touch!

Discover how our comprehensive financial management services can enhance your wealth and simplify your life. Contact us today for a personalized consultation.

Fiscal
Representation

Our fiscal representation services in Portugal ensure timely compliance, helping individuals and companies navigate tax regulations and avoid penalties smoothly.

Fiscal Representation

Tax
Advisory

At Taxwise, we treat each business as unique, offering dedicated support to optimize tax strategies, meet legal obligations, and maximize results with sustainable solutions.

Tax Consulting

Accounting &
Tax Compliance

Stay ahead with our expert accounting and tax services, providing accurate reporting, timely filing, and tailored solutions to maximize efficiency and ensure compliance.

Tax & Accounting

Fiduciary
Management

Focus on growing your business or enjoying your lifestyle while we handle administration. Our services ensure efficient operations, document management, and transparent reporting.

Tax Inspections

Real Estate
Management

Our Taxwise team offers end-to-end real estate services, maximizing returns and ensuring your portfolio is profitable, hassle-free, and tailored.

Real Estate Intelligence

Concierge
Services

Experience luxury with our bespoke concierge services, handling events, travel, and exclusive experiences so you can focus on what matters.

Local Lodging Compliance

What people say

“When we need to take serious decisions on our personal or professional life’s they are the people to call.”

ENGLISH BORN CLIENT
Confidential Client

“We were debating if we should take the risk and move to Portugal, after the meeting we were impressed with the high-profile advisory we were offered.”

GERMAN BORN CLIENT
Confidential Client

“We were worried before buying the house but after we met with the team it was clear that they would handle everything for us.”

IRISH BORN CLIENT
Confidential Client

“The team has the most extensive experience in tax laws and procedures of the Portuguese tax authorities”

ENGLISH BORN CLIENT
Confidential Client

Benefit from our high expertise and strong network.

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