Who we are


The Joseph Oliver partnership, a family controlled international enterprise since 1987. Formally incorporated in 2003 as a UK limited company is a completely independent organisation with no obligations, financial or otherwise, to any institution.

What we do


We assist Companies, Charities, Associations and individuals achieve their financial ambitions in Portugal and around the globe with bespoke financial solutions. By developing effective synergies with prestigious partners.

Great Quotes

"Passing on, should mean exactly that... !"

- I.A. Lisbon

 

Consulting that speaks your language.

Genuine Expertise

Legal and tax professionals are essential to guide you through the complexities of any asset transaction regardless of type or amount.

We can take you through every part of the process. And because this is all we do, you know you've got genuine expertise working on your behalf.

Our highly personalised approach, experience in assisting clients and our clear understanding of the specific needs of international business and expatriate clients, drawn from our own international origins, make us the ideal organisation with which to progress.

We care as much about our clients as we do about achieving results.

Trust

To establish a trust, the settlor transfers title over property to the trustee. However, the beneficiaries retain all the rights to the enjoyments of the trust assets; the trustee is a custodian over those assets.

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Foundations

Foundations are particularly attractive to clients in jurisdictions where the concept of trusts is either not recognised or is less well known; or where clients are keen to maintain control over generated wealth.

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Companies

Used for a wide range of purposes from simple asset holding, such as real estate and investment portfolios, to more complex arrangements including structured finance, restructuring and accessing capital markets.

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