Governance
Family Governance & Succession
Governance bodies, family councils, decision rules and protocols that bring family and business decisions into line.
Family Office
Family Office
Context, coordination, and continuity for families, investors, and asset owners.
Our framingA stronger decision starts before the answer.
What we frame
A stronger decision starts before the answer.
We help families, investors and asset owners align priorities, structure decision agendas and coordinate legal, tax and operational specialists with independence and rigour.
- Visão consolidada de pessoas, ativos e objetivos
- Preparação de agendas e prioridades de decisão
- Coordenação de especialistas e acompanhamento
What we do
Scope of work and support
Wealth
Consolidation & Global Asset Map
An aggregated, independent view of all assets (property, holdings, accounts, investments), with exposure to risk, liquidity and income.
Coordination
Multidisciplinary Coordination
A single line of communication and strategic direction with lawyers, tax advisers, auditors and private banks, keeping interests aligned.
Continuity
Strategic Secretariat & Continuity
Meeting preparation, decision records, follow-up of execution and monitoring of long-term goals.
Agenda
Decision Agendas & Priorities
Preparing the topics to decide, the information needed and the options on the table, so every meeting ends with decisions and owners.
Obligations
Obligations & Deadlines Calendar
Tracking tax, contractual, banking and corporate deadlines, with early alerts and coordination with whoever carries them out.
Records
Document Archive & Decision Memory
Deeds, contracts, policies and minutes in a structured archive, with the history of each decision and the reasons behind it.
International
Residence & International Context
Coordination with lawyers and accountants on changes of residence, applicable tax regimes and assets held in more than one country.
How we work
From context to continuity.
- 01
Frame
Clarify the goals of the asset owners and map everyone involved.
- 02
Analyse
Structure the asset map, succession scenarios, governance rules and decision criteria.
- 03
Coordinate
Bring legal, tax and banking advisers together around one plan.
- 04
Follow through
Keep execution on track, preserve context and review priorities periodically.
Who it is for
For families who need coordination.
- Business families who need to structure governance and the future of their assets.
- Asset owners who want a single, independent point of contact to coordinate specialists.
- Investors looking to align personal, family and business decisions.
- International families settling in Portugal who need to put decisions and advisers in order.
- Next generations preparing to take on responsibility for family assets and companies.
Clarity & Method
Frequently asked questions
What is the role of RMC Hub as a Family Office?
We act as an independent, trusted point of contact that gathers context, organises priorities and coordinates specialists (legal, tax, banking and property) so families can make informed decisions without dispersion.
When does a Family Office service make sense?
When several people, entities, assets, deadlines and specialists are involved, and decisions start to depend on who holds the information. For a one-off transaction, an Investment, Financing or Wealth service may fit better.
Does RMC Hub replace the family’s usual advisers or lawyers?
No. We work closely with the lawyers, accountants and advisers the family already trusts, adding method, an overall view and strategic coordination.
Why have a single point of contact?
Because each specialist sees only part of the picture. One point of context avoids repeated information, contradictory decisions and deadlines lost between advisers.
Can you help with the IFICI regime or a change of tax residence?
We help gather the information and coordinate the process with qualified lawyers and certified accountants, who assess eligibility and handle the tax framework. RMC Hub does not give tax advice or guarantee that any regime applies.
How does a Family Office engagement start?
Always with a confidential framing session to map the family context, the assets involved and the immediate challenges, followed by a tailored work plan.
How is the engagement structured?
After the framing session we propose a written scope: a project with a defined start and end, or ongoing support. Fees for lawyers, accountants and other specialists are agreed directly with each of them.
Regulatory disclosure note: RMC Hub provides coordination, information organisation and decision support. It does not provide legal, tax or investment advice; those activities are carried out by duly qualified professionals and entities.