Your Trusted Wealth Management Partner

Located in Lisbon, we specialize in tailored financial advisory and wealth planning services for high-net-worth families, ensuring confidentiality and efficiency in managing multi-generational family wealth.

A person holds a smartphone displaying a stock market trading app with candlestick charts. A laptop is on a wooden table with a similar financial chart, indicating active trading or analysis. The setting suggests a home office or casual workspace.
A person holds a smartphone displaying a stock market trading app with candlestick charts. A laptop is on a wooden table with a similar financial chart, indicating active trading or analysis. The setting suggests a home office or casual workspace.
Meet Our Experienced Team
Dedicated to Your Success

Our seasoned professionals excel in investment strategies, estate planning, tax optimization, and philanthropy, providing personalized approaches to help families grow and protect their wealth across generations.

Wealth Management Lisbon has transformed our family's financial future with their personalized approach and expertise. Their professionalism and attention to detail are truly exceptional.

John Doe

A modern office building with large windows illuminated from inside, set against a twilight sky that transitions from blue to pink. The foreground features a well-maintained pathway lined with small lights, and a lawn with neat hedges. The building has a sign with the letters 'wbs' on the facade.
A modern office building with large windows illuminated from inside, set against a twilight sky that transitions from blue to pink. The foreground features a well-maintained pathway lined with small lights, and a lawn with neat hedges. The building has a sign with the letters 'wbs' on the facade.

★★★★★

Team

A book titled 'Private Equity at Work' is positioned prominently on a wooden surface in the foreground. In the background, a group of people in business attire are engaged in conversation, suggesting a professional setting such as a conference or networking event.
A book titled 'Private Equity at Work' is positioned prominently on a wooden surface in the foreground. In the background, a group of people in business attire are engaged in conversation, suggesting a professional setting such as a conference or networking event.
A modern office building with a reflective glass facade rises against a partly cloudy sky. The structure features a grid of windows and displays the logo and name of a financial institution near the top. Surrounding the building, there are some trees and streetlights, adding a touch of greenery to the urban setting.
A modern office building with a reflective glass facade rises against a partly cloudy sky. The structure features a grid of windows and displays the logo and name of a financial institution near the top. Surrounding the building, there are some trees and streetlights, adding a touch of greenery to the urban setting.
A modern workspace setup featuring a smartphone with the Charles Schwab logo displayed on the screen. It rests on a light-colored table beside a cup of black coffee and a part of a laptop keyboard.
A modern workspace setup featuring a smartphone with the Charles Schwab logo displayed on the screen. It rests on a light-colored table beside a cup of black coffee and a part of a laptop keyboard.
A large, modern building with a prominent red logo of a financial institution on its façade. The building has a geometric and industrial design, surrounded by other urban structures. A rooftop with various equipment and antennas can be seen, along with a cityscape in the background.
A large, modern building with a prominent red logo of a financial institution on its façade. The building has a geometric and industrial design, surrounded by other urban structures. A rooftop with various equipment and antennas can be seen, along with a cityscape in the background.
The image depicts the exterior of a UBS bank branch at night, with illuminated signage displaying the UBS logo and letters. The predominantly dark surroundings contrast with the brightly lit interior visible through the large glass windows.
The image depicts the exterior of a UBS bank branch at night, with illuminated signage displaying the UBS logo and letters. The predominantly dark surroundings contrast with the brightly lit interior visible through the large glass windows.
A monochrome image of a man in a suit walking towards the entrance of a building. The architecture features large stone pillars and rectangular windows, and a sign on the right reads 'Credit Suisse'. The lighting creates strong shadows on the ground.
A monochrome image of a man in a suit walking towards the entrance of a building. The architecture features large stone pillars and rectangular windows, and a sign on the right reads 'Credit Suisse'. The lighting creates strong shadows on the ground.

Dedicated professionals managing and growing your family wealth.

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contact@wealthmanagementlison.com

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