Maintree - Family Office Management

Overview

Maintree presents itself as a multi-family office serving families in Portugal and internationally. It provides integrated advice through its own team and external specialists, with a personalized service model that includes regular, proactive reviews, confidentiality and professional support.¹²⁴

The firm says its integrated service addresses families’ organizational and administrative needs while improving the efficiency of family-wealth management. It also maintains partnerships with recognized entities in Portugal and abroad, including foreign family offices.⁵⁹

Services

Maintree’s services include tax advice, real estate advice, asset protection, family governance, succession planning, classic-car multi-office support, art, travel and tourism advice, and concierge services.³

The firm advises families on governance structures and intergenerational wealth transfers. Its support can include family meetings involving relevant specialists to help families prepare for succession.⁶

What the firm offers

• Tax planning
• Estate planning
• Family governance and education
• Administration and bill pay
• Private and alternative investments
• Cross-border planning

Client focus

Maintree serves national and international high-net-worth families. The firm reports that its team has years of experience advising clients with substantial wealth and says its services are tailored to each family’s needs.¹⁷⁸

Approach

Maintree identifies independence, trust, security and confidentiality as core values. It describes its advice as integrated, professional and adapted to each client, combining internal capabilities with external specialist support when appropriate.²⁸

Corporate details

The business operates as MAINTREE by MFOM, Multi Family Office Management, Lda. Its website lists Portuguese real-estate mediation license AMI No. 12141.¹⁰

FAQs

Related resources

• LocationMultifamily offices in Lisbon

  Families considering an independent multi-family office can use this Lisbon directory to compare firms serving internationally connected clients. It may help clarify which providers discuss tax planning, estate planning, administration, and cross-border needs relevant to families with substantial wealth.

• Network siteOffshoreTrusts.com

  These guides explain offshore and international trusts, along with cross-border asset planning considerations. They can help a family prepare questions about estate structures, tax coordination, and ownership arrangements when evaluating support for assets or family members in multiple countries.

• Network siteFamilyOffices.com

  Resources for single family offices and wealthy families offer context on governance, education, administration, and investment oversight. They can help business owners and families identify the responsibilities they may want an outside office to coordinate, including bill pay, private investments, and family decision-making.

• GuideQuestions to ask a multifamily office

  This question guide gives prospective clients a starting point for conversations with a multi-family office. Use it to ask about tax and estate planning, family governance, reporting, administration, investment services, and experience working with families whose affairs cross national borders.

• Similar firmsTree Family Office

  Tree Family Office provides a comparison point for readers reviewing similar firms on this site. Looking at another family office profile can help clarify which services matter most, such as governance, education, administration, private investments, or planning for families with substantial wealth.

Sources

1. Maintree: A Maintree
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3. Maintree: A Maintree
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5. Maintree: A Maintree
6. Maintree: A Maintree
7. Maintree: A Maintree
8. Maintree Values
9. Maintree: A Maintree
10. Maintree

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.