Your family's wealth deserves better governance
Most wealthy families wing it. You don't have to. We help multi-generational households build frameworks that actually work—protecting assets, clarifying expectations, and keeping everyone on the same page for decades ahead.
With years of experience in Family governance, we understand what it takes to succeed. Contact us today to see how we can help you achieve your goals.
About Us Cornerstone Private Wealth
Cornerstone Private Wealth exists because we watched too many capable families struggle with the same problems. Lack of clarity. Communication breakdowns. Disputes that could've been prevented with better structure. For 18 years, we've worked with families—not just individuals—to build governance systems that stick. We're based in Coimbra but work across Portugal and beyond. This isn't about products or returns. It's about creating order where there's usually confusion.
What sets us apart is a focus on outcomes and long‑term relationships. We listen first, then execute with care and transparency.
Learn MoreWhy Choose Us
- ✓ Value
- ✓ Quality
- ✓ Service
What Sets Us Apart
Governance Structure Design
We map out how decisions get made. Who decides what. When family meetings happen. How conflicts get resolved. The boring stuff that prevents disasters down the road.
Succession Planning
Moving wealth between generations gets messy without a plan. We handle the documentation, tax angles, and conversations that make transitions actually smooth instead of contentious.
Family Office Facilitation
Running a family office means everyone needs to understand the budget, the strategy, the goals. We create the systems and communication channels that keep 47 stakeholders rowing in one direction.
Conflict Resolution & Mediation
Money disagreements destroy families. When siblings clash or generations have different visions, we step in as neutral ground. Not lawyers. Not therapists. Something different that actually works.
TRUSTED BY LEADING COMPANIES
What Our Clients Say
What Our Clients Say
"The team at Cornerstone Private Wealth went above and beyond. Their expertise sets them apart from the competition."