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Feb 29

Maximizing Wealth: Financial Strategies for Expats Relocating to Portugal

February 29 @ 6:00 pm - 7:00 pm WET


Optimize your wealth management approach in Portugal


As Portugal’s appeal among expatriates relocating and retiring overseas continues to soar to record numbers, it’s crucial to navigate the financial landscape with finesse and insight. Join us with Holborn Assets for a webinar exploring the essential aspects of effective wealth management and financial planning.

Holborn will be sharing invaluable tips and strategies to help you make informed financial decisions and optimize your wealth management approach in Portugal. Whether you’re planning for retirement, investment growth, or safeguarding your assets, this webinar is your essential guide to financial success in your expat journey.

Chris Gabbett, a partner from LGT, will also address the complexities faced by US-connected individuals in Portugal. Discover how LGT can expertly structure your investment portfolios to align with your unique situation and goals to be efficient in Portugal. Chris will walk you through tailored solutions designed to maximize your financial potential and ensure peace of mind throughout your expat experience.


Key points:

  • Introduction to Holborn Assets
  • Essential financial factors to consider prior to moving
  • NHR Update
  • Challenges for US-connected clients
  • Investment Services for US-connected Clients
  • Q&A

Don’t miss out on this exclusive opportunity to gain insights from industry experts and take control of your financial future in Portugal.





  • Only 1 ticket is required per household.
  • The event will be held by Holborn Assets via Zoom.
  • You will be visible to other participants in this Zoom meeting; please adjust your name, microphone, and camera settings as desired. A part of this meeting will be recorded and may be uploaded or streamed live on our social networks – you will see a recording icon when this is in progress.
  • Add this date to your diary, double-checking your local time zone (including daylight savings differences). Lisbon’s time zone is GMT+1.

We also upload webinars to our YouTube Channel – To receive notifications via your YouTube account, toggle the bell icon to select all notifications so you can be updated when we upload a new video or go live.



If you require further assistance, we’re here to help – admin@expatsportugal.com


February 29
6:00 pm - 7:00 pm WET
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