Our services
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
Tax Planning
Americans are always subject to U.S. tax regulations no matter where they live, so early planning is key to reducing double taxation and staying compliant with U.S. tax rules.
We help clients manage tax residency transitions, optimize structures for income and investments, and avoid risks tied to foreign entities. Coordination with local advisors ensures global strategies remain compliant and support long-term financial goals.
Estate Planning
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.
Citizenship Renunciation
Renouncing U.S. citizenship is a significant step with serious tax implications, including the possible application of an exit tax. Areia Global provides strategic guidance to help clients navigate this process carefully.
We assist with determining exit tax exposure, managing final U.S. tax filings, and planning for ongoing U.S. ties such as trusts or real estate. Our goal is to ensure a clear, informed transition for clients leaving the U.S. tax system.
Private Client Services
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.
White Papers
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.