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FUNDS

The Ultimate Guide to Portugal Golden Visa Funds

A comprehensive guide to Portugal Golden Visa funds, covering everything from fund structures (UCITS vs AIF) to investment strategies in private equity, venture capital, and corporate bonds. Understand the capital stack, fund lifecycle, and what makes a fund eligible—so you can invest with confidence and meet the Golden Visa requirements.

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GOLDEN VISA FUNDS ADVISORY

395 New Funds in Just 2 Years. Can You Navigate Portugal's Golden Visa Boom Safely?

Since the 2023 law eliminated real estate options, Portugal's fund sector has exploded with 395 new funds and 31 new fund managers. This rapid growth brings unprecedented risks for uncautious investors, that may face dubious practices including misleading buyback guarantees, real estate loopholes, and questionable third-party advisors.

As independent, local experts based in Portugal, we offer transparent guidance through this complex landscape. Our on-the-ground expertise helps foreign investors avoid these unclear, risky pitfalls while securing their Golden Visa investment.

RETIREMENT IN EUROPE

Portugal Golden Visa: The Most Flexible Retirement Plan for Americans

Discover why Portugal’s Golden Visa is the most flexible retirement plan for Americans, offering European residency, investment growth, and a secure path to citizenship with minimal stay requirements. Explore how you can maintain your U.S. lifestyle while securing your future in Europe.

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FUNDS

Worried About Portugal Golden Visa Scams?

Not all Golden Visa funds are created equal. Our latest expert analysis uncovers the hidden risks behind advisor-led structures, unrealistic buy-back promises, and capital rebate schemes that may only reveal their consequences at exit. Learn how to spot red flags, protect your investment, and avoid the common pitfalls many will only recognize too late.

Before you invest, read this.

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Golden Visa Best Options & Key Insights
FUNDS

Portugal Golden Visa Investment Funds: Best Options & Key Insights

Investing in Portugal Golden Visa Funds? Understand how private equity funds work, key investment terms, fee structures, and risks before you commit. Read our expert guide.

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Key features of the Golden Visa

 

Benefits

  • Plan B: A safe haven for your family in uncertain times.
  • Visa-Free Travel: Freedom of movement across 29 Schengen countries.
  • Access to European Education: Top-tier schools and universities.
  • Path to EU Citizenship: Apply for citizenship after 5 years without permanent relocation.
  • EU Lifestyle: Live, work, and study across Europe.
benefits

Requirements

  • Minimum Investment: Minimum investment of €500,000 in an eligible fund yielding up to 15%/year
  • Minimum Stay: 14 days every 2-year period
  • Eligible Applicants:
    • Primary Investor
    • Family Members: Spouse, children, and dependent parents (over 65 years old)
  • Document Collection: Valid passport, proof of investment, and clean criminal record required
Requirements
2-2
1-1

Learn more about the Fund Industry

Portugal Golden Visa Investment Funds: Best Options & Key Insights

Explore our in-depth guide on Portugal's Golden Visa investment funds, covering essential aspects such as the Limited Partnership Agreement (LPA), key investment phases, fee structures, and risk considerations. Gain valuable insights to make informed decisions on fund selection and navigate the path to Portuguese residency and citizenship.

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Understanding how Capital Distributions work

Gain a clear understanding of capital distributions in investment funds through our detailed guide. Learn how the capital-first waterfall model prioritizes returning initial investments to investors before allocating profits, ensuring structured and equitable returns. Our step-by-step breakdown, complemented by practical examples, demystifies key concepts such as hurdle rates, catch-up phases, and profit splits, empowering you to make informed investment decisions.

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Understanding the J-Curve in Private Equity

Discover how capital distributions work in Golden Visa funds, the impact of the J-Curve on cash flow, and why dividends are the preferred method to maintain compliance with Portugal’s €500,000 investment requirement. Learn how most funds in Portugal do not recycle capital, allowing investors to recover their initial commitment earlier, despite the fund’s 10-year duration. Whether you're an investor or advisor, understanding these key financial structures ensures better decision-making and regulatory compliance.

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Due Diligence Questions for Golden Visa Fund Managers: A Practical Guide

Our comprehensive guide equips you with essential due diligence questions to evaluate Golden Visa fund managers effectively. Gain insights into assessing fund safety, management track records, investment strategies, and risk management practices to make informed investment decisions.

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Comprehensive Guide to the Fund Industry in Portugal

Explore our comprehensive guide to Portugal's fund industry, covering legal frameworks, fund classifications, and investment structures. Gain insights into mutual funds, private equity, and venture capital, and understand eligibility criteria for the Golden Visa program. This resource equips investors with essential knowledge to navigate Portugal's investment landscape effectively.

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Complete Database of Portuguese Investment Funds

Access our comprehensive listing of all CMVM-authorized fund managers and investment funds in Portugal. Explore the complete landscape of Portuguese private equity, visualize market trends, and gain insights into the full spectrum of investment options available in the Portuguese market.

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Exclusive Portugal Golden Visa Funds Resources

Access our exclusive Portugal Golden Visa funds resources featuring vetted investment options with proven track records. Discover premium tools including curated fund dashboards, comprehensive performance metrics, and secure data room access with complete documentation. Schedule your discovery call for privileged access to legitimate Golden Visa investment opportunities that avoid misleading guarantees and regulatory loopholes.

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Learn more about the Golden Visa

The definitive guide to Portugal Golden Visa in 2025

Explore our comprehensive guide to Portugal's Golden Visa program, detailing the latest updates, eligibility criteria, and investment strategies to secure your residency and path to citizenship.

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Golden Visa vs D2 and D7

Compare Portugal's Golden Visa with D2 and D7 visas to determine the best residency path. Our guide highlights key differences, including stay requirements, tax implications, and paths to citizenship, helping you choose the option that aligns with your lifestyle and goals.

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Portugal Golden Visa Process: Timelines and Milestones

Navigate the Portugal Golden Visa journey with our detailed timeline, outlining each step from initial application to achieving citizenship. Stay informed about current processing times and key milestones to effectively plan your path to Portuguese residency.

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Golden Visa Cost Simulator

Our Golden Visa Cost Simulator offers a clear overview of the official government fees for Portugal’s Golden Visa and citizenship application. This easy-to-use tool calculates fees for the application, biometric appointments, and renewals. Leverage our expert local knowledge to plan your financial commitments and navigate your journey toward Portuguese citizenship with confidence.

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Portugal Golden Visa: Statistical Overview

Delve into the latest statistics of Portugal's Golden Visa program, analyzing permit distributions by investors' countries of origin and investment types up to September 2023. Notably, since their introduction in 2017, investment funds have grown to represent nearly 30% of total permits by 2023. Our comprehensive overview offers insights into the program's global reach and evolving investor trends.

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Portugal Golden Visa Law Update

Stay updated on Portugal's Golden Visa program with our latest law update. Effective October 7, 2023, significant changes include the removal of real estate investments and revised criteria for investment funds. Our guide provides a detailed overview of these amendments, ensuring you have the essential information to navigate the updated residency options.

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Blog

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The Golden Visa backlog is over? 2025 has started with promising news!
By André Rei 13 January 2025

2025 has started on the right foot with some positive news on the Portuguese Golden Visa program.

...

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Red Flags in Golden Visa: Understanding Advisor and Fund Risks
By Cristóvão Matos 27 January 2025

In the complex landscape of Portugal's Golden Visa program, selecting the right advisor is perhaps...

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Portugal Golden Visa: The Most Flexible Retirement Plan for Americans
By Cristóvão Matos 10 March 2025
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icons

200

+

Golden Visa Applications
Nationalities

30

+

Nationalities
Family Members

500

+

Family Members
STATS ABOUT WORK

Our Golden Visa Success in Numbers

Our collective experience spans a diverse range of successful Golden Visa applications, reflecting our global reach and the trust placed in us by families worldwide. Join our growing list of satisfied clients and start your journey to Portuguese residency today.

Our Services

Reasons for choosing us

At GoldenVisaFunds.pt, we are dedicated to providing a comprehensive suite of services tailored to support investors through the Portugal Golden Visa process. Our offerings are divided into three main categories:

  1. Golden Visa Advisory & Introduction to Funds: Our role is to offer detailed insights and educational content on the Golden Visa program and the fund landscape in Portugal. Please note that our information is for INFORMATION PURPOSES ONLY. We act as fund introducers, facilitating connections with funds that are legally mandated to advise clients directly. We do not solicit investors nor recommend any financial products but focus on educating clients about their options.

  2. Legal & Tax Advisory: Navigating the complexities of immigration and the Golden Visa process requires expert legal and tax guidance. Our services include comprehensive immigration and golden visa advisory, tax representation, and assistance with fulfilling annual tax obligations and compliance with the Portuguese tax authority. Our goal is to ensure a smooth and compliant investment and residency process for our clients.

  3. Banking Services: Establishing a financial foundation in Portugal is crucial for Golden Visa investors. We assist with opening bank accounts in Portugal, setting up digital banking services, and arranging convenient means of payment. These services aim to simplify the financial aspects of your Golden Visa journey and ensure you have the necessary banking infrastructure in place.

Our expert team is committed to providing the support and guidance needed to navigate the Golden Visa process successfully, from initial advisory and fund introductions to legal, tax, and banking services.

GV Advisory & Introduction to Funds
Golden Visa Advisory & Introduction to Funds
Legal & Tax Advising
Legal & Tax Advising
Banking Services
Banking Services
Lets schedule a free call

Ready to start your Journey to the Portugal Golden Visa

Unlock the potential of the Portugal Golden Visa program with a personalized Discovery Call. This free, no-obligation session is your gateway to understanding how you can achieve residency and citizenship in Portugal through investment.

Testimonials about our work

Explore firsthand experiences from our global clients who've successfully obtained the Portugal Golden Visa with our help. These testimonials showcase the impact of our expert guidance and personalized support on their residency and investment journeys.
(Client details confidential. References upon request.)

turkey

"Securing our children's future and ensuring we have the freedom to travel were our top priorities when we decided to pursue the Portugal Golden Visa. Initially, we were overwhelmed by the conflicting information online until we discovered Nomera Capital and Pares Advogados. Their clarity and honesty were a breath of fresh air amid a sea of misleading advice. They guided us away from poor investment choices, providing a reliable 'Plan B' for our family. We highly recommend their services for their transparency and dedication to our best interests." 
(Client details confidential, please ask us for reference.)

Client from Turkey
USA

"From the USA to Portugal, the journey to obtain the Golden Visa seemed overwhelming. Yet, the team's professionalism, clarity, and support made all the difference. Their detailed advice and the wealth of information they provided were beyond expectations. They've been instrumental in our successful application, demonstrating their commitment to excellence at every turn."
(Client details confidential, please ask us for reference.)

Client from the USA
South Africa

"The team's expertise in the Golden Visa program was evident from our first meeting. Their strategic advice, coupled with genuine care for our family's needs, made the process much less stressful. We are grateful for their guidance and highly recommend their services to anyone considering the Golden Visa."
(Client details confidential, please ask us for reference.)

Client From South Africa
Turkey

"As someone from Turkey looking to invest in Portugal for the Golden Visa, the challenges seemed daunting at first. However, the professional and personalized service provided by the team turned it into an achievable dream. Their thorough understanding of the investment landscape and the Golden Visa requirements was remarkable. They are true experts in their field." (Client details confidential, please ask us for reference.)

Client from Turkey
zimbabwe

"As a family from Zimbabwe, we sought a secure future for our children and a safe haven that provided us with extensive travel freedom. The journey started confusingly with misinformation online, leading to wasted time and energy. Finding Nomera Capital and Pares Advogados was a turning point, offering us accurate guidance and trustworthy investment opportunities. Their expertise was crucial in developing our 'Plan B,' ensuring our investment was sound and beneficial. We wholeheartedly recommend their team for anyone looking for genuine advice and a clear path to the Golden Visa."
(Client details confidential, please ask us for reference.)

Client from Zimbabwe
United Arab Emirates

"We aimed to ensure our children's future and maintain our global mobility through the Portugal Golden Visa. The journey was fraught with challenges due to misleading online information. It was only upon partnering with Nomera Capital and Pares Advogados that we found clarity and trustworthy advice. They were instrumental in helping us avoid detrimental investments, highlighting their commitment to our well-being. Their approach provided us with a dependable 'Plan B,' making them our recommended choice for navigating the Golden Visa process."
(Client details confidential, please ask us for reference.)

Client from UAE