Diagnosis
Inventory & Integrated Diagnosis
All property, corporate and family assets in one structured inventory, with ownership, charges and updated values.
Wealth
Wealth & Assets
Asset organization, property strategy, and long-term stewardship.
Our framingA stronger decision starts before the answer.
What we frame
A stronger decision starts before the answer.
We map and assess property, holdings and family assets together, identifying inefficiencies, potential for value and clear paths for transition and succession.
- Inventário e organização de ativos
- Estratégia imobiliária e prioridades
- Articulação com especialistas legais, fiscais e financeiros
What we do
Scope of work and support
Value
Property Strategy & Value Creation
Identifying under-used assets, studying conversion or renovation (with the Atelier) and properties worth considering for sale.
Decision
Use, Let or Sell
Reading each asset against the family’s goals: own use, letting, adding value through works or selling, with the numbers and risks of each option.
Protection
Succession & Asset Protection
Planning the generational transition, separating operating risk from property assets and organising succession with lawyers.
Upkeep
Maintenance & Conservation Plan
A schedule of inspections, works and insurance, so property value is not lost through lack of attention.
Letting
Letting & Holiday Rentals
Feasibility, licensing requirements and preparation of the property, with the Atelier when there are works or interiors.
Arrival
Soft Landing in Portugal
Coordinating the first steps for newcomers: tax number, bank account, source-of-funds documentation, property and lawyers and accountants.
Continuity
Ongoing Management & Portfolio Indicators
Periodic follow-up of holding costs, property taxes (IMI and AIMI), rents, contracts and income goals.
How we work
From inventory to plan.
- 01
Frame
Gather the inventory of assets, charges, ownership and goals.
- 02
Analyse
Assess each asset’s performance, holding costs, risks and room for improvement.
- 03
Coordinate
Define a wealth plan together with lawyers and tax advisers.
- 04
Follow through
Monitor the measures and review the portfolio periodically.
Who it is for
For families with diverse assets.
- Families with scattered property that needs organising and adding value to.
- Owners preparing the generational transfer of assets and succession planning.
- Asset holders looking for a sustainable, organised income strategy.
- International clients settling in Portugal with assets in other countries.
- Owners of empty or under-used properties who need to decide what to do with them.
Clarity & Method
Frequently asked questions
How is RMC Hub’s wealth work different from traditional property management?
We are not an estate agency or a building manager. We look at wealth strategically and as a whole, assessing value, income, costs and transfer between generations.
Who should ask for a wealth review?
Individual owners, families or companies with several scattered assets who want to organise ownership, cut unnecessary costs and increase the income from their assets.
How do you work with the RMC Hub Atelier?
When a property has potential to gain value through renovation, interior design or conversion, the Atelier develops the project and follows the works, in line with the wealth plan.
Do you help people moving to Portugal?
Yes. We put the steps in the right order (tax number, bank account, source-of-funds documentation, finding or buying a home) and coordinate lawyers and accountants at each stage. We do not promise tax or immigration outcomes.
Can you prepare a property for long-term or holiday letting?
Yes. We assess whether that use makes sense for the property and your goals, check the applicable requirements and, when there are works or interiors, coordinate the project with the Atelier.
How often is the wealth plan reviewed?
We suggest at least once a year and whenever something relevant happens: a sale, an inheritance, a change of residence or a change in the law that affects the assets.
What information should I gather to start?
The list of properties and holdings, property records, certificates, leases, charges and related loans. If the information is scattered, organising it is precisely the first step.
Regulatory disclosure note: RMC Hub provides organisation, coordination and decision support on wealth. It does not provide legal or tax advice or act as an estate agent; those activities are carried out by duly qualified professionals and entities.