kore expertise
Private Wealth Advisory
HNWI and Family Offices
In today’s global economy HNWIs affairs are more complex than ever and require a true international perspective. Families and family offices raise a myriad of complex chalanges, shifting legal landscape, investment and succession planning issues. The public debate on wealth has also become more polarized posing new risks. Our KORE focus is to manage this issues and risks collaboratively with the family and advisers.
Asset-Holding Structures
The protection and preservation of wealth is still largely undertaken via asset-holding structures, insurances or trusts set-up in multiple jurisdictions. Our KORE focus is to be an advisor that by understanding both common and civil law structures helps put all in perspective and implement objectives of clients.
Real Estate Acquisition & Divestment
We believe that our real estate expertise on acquisition, disposal and letting of high-value property for corporate and private clients is critical. Our KORE focus is to provide clear and swift assistance on transactions, helping clients from negotiation until closing and linking investors with leading developers, agencies or private banks that are involved in real estate.
Immigration & Investment Visas
In today’s global marketplace, multiple immigration issues may arise from families seeking citizenship opportunities, wishing to relocate or reunite or from employers hiring foreign talent. Our KORE focus is to advise individuals and companies from entry clearance to the practical aspects of immigration process and permissions to come to Portugal/Europe, including our own “golden visa” regime and applications for Portuguese citizenship.
Estate & Inheritance Planning
Families are increasingly seeking certainty for their businesses or heritage assets and we hell guide through the range of tax, family and corporate law issues arising from planning and passing wealth between generations. Our KORE focus is to work collaboratively with all stakeholders to provide practical and strategic advice, including assisting on the preparation of wills, succession plans, tax and private law issues arising from sucessions.
Family Governance
Family governance can be an effective means of preventing family disputes and discuss family wealth, business development, next generation issues and succession matters. Our KORE focus is to provide a structured family governance approach, that includes, for example,family charters or engage on collaborative processes with external advisors to readdress family values and mission statements.
Advice to Private Banks & Wealth Managers
Private banking and wealth management sector have a critically important role on private client and there is a need for advisors to understand the industry and helps its partners. Our KORE focus in this field includes, for example, advise private banks on initial questions regarding their clients, advising and providing training on tax issues related to private client issues in Portugal and advice on financial instruments and transactions for their clients.
Tax Advisory
Structuring International Transactions
When planning a cross-border transaction or investment, any business may need to deal with a complex body of tax rules with both immediate and long-term tax consequences, affecting choice of entities, funding, management, outflows and divestment issues. Our KORE focus is to help frame investor objectives and strengthen careful planning for any inbound or outbound investment, design maximization strategies and implement corporate documents.
Real Estate Taxation
Real estate tax expertise requires an in-depth understanding of the sector, players and tax-structures that effectively maximize after-tax cash flow both for any inbound or outbound investments, including transfer, VAT and real estate taxes. Our KORE focus is to simplify the complex and bring tax optimization to all moments of the transaction (acquisition, holding and divestment) for both residential and commercial real estate transactions.
International and EU taxation
With the recent reforms of the architecture of international taxation such as BEPS and ATAD, specialized advice on tax issues concerning application the double tax treaties, cross-border restructurings, EU Directives has become critical for the success of any inbound or outbound investment. Our KORE focus is to put our wealth of international knowledge and solution-based approaches solve the clients most complex tax issues.
Sports and Entertainment
Businesses and individuals in the sports and entertainment industry face a broad range of complex tax issues which require advisors that understand the challenges and help clients navigate through this multidisciplinary practice. Our KORE focus is to be provide high-end tax advice to sports and entertainment stakeholders.
Tax Controversy and Litigation
It is a question of time of when the tax authorities will show up at your door and there will likely be disagreement either because the amount is too high to settle or there is simply no agreement on facts or qualification of the underlying transaction. Our KORE focus is to provide our vision on cost and timings of tax litigation which ensure success with minimum disruption- This includes being involved in specific discussions with tax authorities.