Strategic Investment Solutions · Lisbon
Money is a tool, not the goal.
Freedom is the goal. Don’t forget that.
Established in Lisbon
Disciplines — portfolio, planning, retirement
Principle — your interests first
01 Our Story
Simplifying the investment journey, with clarity and confidence.
Established in 2019 by Francisco Magalhães Carneiro, Lisbon Family Office emerged from a vision to simplify and enhance the investment journey for its clients. With roots in a prestigious Portuguese private bank, our founder brought a wealth of experience and a commitment to excellence.
Our mission is to deliver unparalleled value through focused and effective investment strategies, ensuring our clients’ financial goals are met with clarity and confidence.
02 Our Expertise
Three disciplines. One aligned approach.
Personal, long-term guidance built around your objectives and your tolerance for risk.
Portfolio Management
Personalised portfolio management, ensuring your investments are aligned with your financial objectives and risk tolerance.
→ 02Financial Planning
Comprehensive financial planning to map out a strategy for long-term financial security and success.
→ 03Retirement Solutions
Expert guidance on retirement planning, helping you secure a comfortable and financially stable future.
→Our philosophy
Investment performance doesn’t determine real life returns; investor behaviour does.
03 People
Seasoned judgement, personally delivered.
A team of experienced professionals guiding you through the complexities of investment management with precision and care.
Francisco Magalhães Carneiro
Managing Partner
Mitchell Draper
Senior AdvisorGet in touch
Let’s begin with a conversation.
Tell us about your goals. We’ll tell you, plainly, how we would approach them.
Schedule a consultation