Family Office · Asset Coordination
As a Family Office, Xeus coordinates and oversees private wealth — engaging, on the client's behalf, asset managers, investment firms and custodian banks duly licensed by Portugal's CMVM and equivalent international regulators. Our focus is strategic advisory and continuous wealth oversight, forging partnerships with licensed managers and banks for execution.
“Independence, alignment of interests and robust wealth governance.”
Our Approach
Our work focuses on wealth diagnostics, investment policy design, selection and monitoring of external managers, and consolidated client reporting. All discretionary execution on portfolios and funds is carried out by third-party entities licensed by the competent authorities (CMVM in Portugal, and equivalents abroad).
Our Solutions
We combine technical, legal and tax disciplines to deliver outcomes that endure.
We draft the family's investment policy statement and provide an end-to-end wealth map, supporting informed decisions by the client and the licensed managers they appoint.
We support clients in selecting management companies, financial intermediaries and investment vehicles that are duly licensed, with ongoing monitoring of performance and regulatory standing.
We coordinate strategic and tactical allocation across the client's various accounts, managers and jurisdictions, keeping everything coherent with the approved investment policy.
We facilitate curated access to alternative funds — venture capital, private equity, infrastructure and real estate — always through licensed managers and eligible vehicles.
Our Advantage
We are not asset managers — we sit exclusively on the client's side, with no conflicts of interest in the selection of products or vehicles.
All discretionary execution is carried out by entities licensed by the CMVM or equivalent authorities. Our role is strictly coordination, oversight and reporting.
We coordinate multiple managers, banks and jurisdictions into a single consolidated view — across wealth, tax and succession.
Areas of expertise
Financial planning, multi-jurisdictional tax optimisation, strategic allocation and family governance — a legacy that spans generations.
— Family Office —
A private meeting, with no commitment. We reply within 48 business hours.
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