Our Services
Your money's complicated. We get it. Sentinel Private Wealth handles the unglamorous bits so you don't have to stare at spreadsheets at 2 AM. We coordinate everything from investment oversight to tax planning across your entire financial life. Think of us as the air traffic controller for your wealth — keeping everything from crashing into each other.
Each service is delivered by experienced professionals, with a clear plan and a satisfaction focus.
Service 1
We don't manage your money for you (that's what advisors do). Instead, we sit above the chaos and make sure your various accounts, managers, and strategies actually work together. No redundancy. No contradictions. Just coherent wealth.
- Cross-manager performance monitoring
- Asset allocation rebalancing guidance
- Conflict identification between strategies
- Quarterly coordination meetings
Service 3
Portugal's tax code isn't exactly light reading. We coordinate with your accountant and advisors to structure things properly. Timing matters. Strategy matters. And frankly, overpaying is just leaving money on the table for no reason.
- NHR residency optimization
- Cross-border tax coordination
- Annual tax-loss harvesting reviews
- Succession tax strategy
Service 2
Getting your affairs sorted before something happens. We work with your lawyer and advisors to ensure your estate documents, insurance policies, and asset titles all point in the same direction. It's not romantic, but your family will appreciate it.
- Multi-jurisdiction estate mapping
- Beneficiary designation review
- Liquidity planning for transitions
- Family communication guidance
Service 1
Dealing with 37 different bankers is exhausting. We navigate banking requirements, coordinate account structures, and manage the relationships so you're not constantly explaining your situation to someone new. We speak the language they actually use.
- Account structure optimization
- Banking relationship navigation
- Compliance documentation coordination
- Alternative banking venue assessment
Service 3
Thinking about a significant investment? Alternative assets? Real estate abroad? We don't tell you what to do. We make sure you're asking the right questions and that any new opportunity fits within your existing plan. Second opinions matter.
- Opportunity analysis framework
- Risk-adjusted return assessment
- Manager/counterparty vetting
- Integration impact analysis
Service 2
Your wealth is scattered across 9 countries, 14 institutions, and 47 different accounts. That's fine. We document everything, create a coherent system, and actually maintain it. Organization is luxury most people can't afford.
- Financial inventory creation
- Account consolidation planning
- Digital wealth record system
- Annual documentation refresh
Need a Custom Solution?
Contact us to discuss your specific requirements and get a personalized quote.
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