Comprehensive Services
Waypoint Advisers operates as a focused advisory practice coordinating Portugal Golden Visa fund-based applications.
We work with a limited number of clients at a time to ensure structured execution across investment, banking, and legal workstreams.
Engagement begins with a private consultation.
Investment Structuring Expertise
Regulatory & Legal Coordination
Banking & Due Diligence Navigation
Multi-Jurisdictional Client Experience
Residency Lifecycle Management
Our Advisory Scope
Investment Structuring
• Eligibility review
• Fund category discussion
• Investment timing alignment
• Subscription coordination
Banking & Capital Coordination
• Portuguese bank account guidance
• Enhanced due diligence navigation
• Source-of-funds preparation
• Capital transfer oversight
Legal Execution
• Civil documentation review
• Criminal record coordination
• Application structuring
• AIMA submission management
Residency Lifecycle Monitoring
• Biometric scheduling coordination
• Renewal calendar management
• Five-year compliance oversight
Golden Visa advisory engagements begin at: €7,000
Fees reflect:
• Multi-workstream coordination (translation, legalization, state registration)
• Legal structuring oversight
• Banking navigation
• Regulatory alignment
• Five-year compliance framework
Government filing fees, fund subscription costs, and tax advisory services are separate.
Complex cases may require individualized fee structuring.