Family Advisory Portugal

Our expertise

Tailored management of your family assets

Tailored management of your family assets

Family assets require sophisticated management. We provide a comprehensive, integrated service with a personalised approach and consolidated follow-up. Your private banker is both orchestra conductor and your special advisor who coordinates all of the internal and external expertise available, locally and internationally.

" Our Group’s strength is based on the values and experience associated with the Edmond de Rothschild name. We understand the issues of family governance and the challenges of managing family wealth better than anyone. We respond with the expertise and discretion required."
Honora Ducatillon Head of Family Advisory
What defines us?

An international and customised approach

  • A cross-disciplinary vision

    ​Our goal is to help you protect and structure your assets and anticipate their transfer. To accomplish this, your private banker works in constant synergy with the specialised advisors you choose domestically and internationally to coordinate management of the various components of your family wealth.

  • We get to know you to better advise you

    ​Our approach is a direct result of our wealth management experience. We take a uniquely comprehensive and personalised approach to your wealth and your personal, professional and family situation. Your history, your family set-up, your lifestyle, your projects, the structure of your assets, your investment time-frames and your risk tolerance are all key factors which enable us to provide you with the best solutions to meet your needs.

  • Values we live by everyday

    ​A private banker who knows you and is committed to you for the long term is always at your side. We are local, available and discreet and advise you at all times, for whatever your family needs.  We are your contact point with the bank. We share the philosophy, ethics, integrity, independence, perseverance and thoroughness that have made our name.

Our offer

Ensuring a first-rate consolidated follow-up

  • Family governance
  • Consolidated reports on all assets and performance tracking
  • Wealth audits
  • Definition of long-term financial and succession strategies
  • Intermediation for company sales
  • Advice on real estate transactions
  • Preferential access to a network of acknowledged experts
  • Introductions to art consultants
  • Boat and aeroplane leasing
  • Club deals
  • Advice on international mobility
Need more information?


Edmond de Rothschild Portugal
Rua D. Pedro V, 130
1250-095 Lisboa

+ 351 21 045 46 60