Paulo Soares
Biography
Based in Switzerland, he advises Portuguese and Iberian families, entrepreneurs, and internationally mobile individuals on complex wealth decisions that require clarity, structure, and a long-term perspective, drawing on over 15 years of experience in private banking and wealth advisory between Lisbon and Zurich, and focusing on succession, liquidity events, and cross-border transitions where coordinated, disciplined decision-making matters more than short-term outcomes.