Explore how to access the EU through Portugal's Golden Visa and Cultural Production Golden Visa Investment Opportunities

This webinar featured expert panel who discussed how to access the EU through Portugal's Golden Visa investment options

In this webinar, our panel of cross-border financial investment and tax experts and regulated fund managers provided valuable insight into the benefits of the Golden Visa program, eligibility requirements, investment options and their potential risk and reward profiles, and the main benefits of dual-residency

The panel will also debated and discussed some of the options available to investors and affluent expats already in Portugal, how to diversify your investments, and understand the regulatory frameworks of this growing investment marketplace.

The expert panel will featured David Vacani, Chairman of Federation European Independent Financial Advisors (FEIFA)and Founder of Beacon Global Wealth Management. David has over 25 years of experience in cross-border financial planning and structuring expertise.

Joining David was Nuno Santos, Partner at CMS Law in Lisbon. Nuno has over 15 years of experience providing tax legal advice as well as significant expertise in Golden Visa applications and structuring financial transactions.

We also had Stephan Morais a Harvard MBA graduate, Co-Founder and managing Partner of Indico Capital Partners with over 20+ years of experience within the investment industry, raising nearly 3bn USD. He has extensive knowledge and experience in Golden Visa compliant investment funds. He has also worked across dozens of countries including supporting 6 unicorns in Portugal reach the US market and is an international speaker of note.

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Cultural Investment Option

This webinar delved into Portugal's Cultural Production Golden Visa. This cultural investment option has been gaining more attention in recent months as a more affordable philanthropic investment approach but does not offer the same opportunity of investment returns potentially as other Golden Visa programs. However, The Cultural Production Golden Visa does offer the same residency benefits to your whole family as well as freedom of movement through the 26 European Schengen region countries.

The Cultural Production Golden Visa Investment options also allows you to become a patron of the arts, contributing €250,000 to support artistic productions, restoration of national heritage sites, or initiatives preserving Portugal's rich cultural tapestry.

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Answers to key webinar questions from attendees

Disclaimer: The guidance below and Q&As should not be fully relied upon and does not constitute formal instructed professional advice. In relation to tax advice in Portugal, please engage and instruct a regulated professional for all tax advice and structured financial planning. Please contact Portugal Pathways if you would like an introduction to one of our professional advisors.

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Vanessa asked:

Regarding the cultural investment option Is it possible to use a Donor Advised Fund at the 250,000 Euro level to activate that Golden Visa option?

If your DAF allows you to recommend grants directly to specific projects, you could theoretically recommend a grant of €250,000 to a pre-approved cultural project in Portugal. However, some DAFs may have restrictions on grants for immigration purposes.

However, we recommend reaching out to us and scheduling a no obligations meeting to further asses you individual circumstances and understand how we can better assist you and put you in contact with the right supply chain partners.

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Paddy asked:

Interested in the Artistic Production Golden Visa. Are there any preapproved projects for this?

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Unfortunately, there currently is no readily available list of pre-approved Artistic Production projects. However, if you wish to find out more about this specific Golden Visa option, please contact our expert team and we will assist you as best we can.

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Paddy asked:

Does the Artistic Production Golden Visa provide a 4% return on investment, guaranteed by the government?

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Unfortunately, there is no guaranteed return on investment associated with the Artistic Production Golden Visa in Portugal. While some private projects might offer potential returns through profit-sharing structures, these are not guaranteed and come with inherent risks.

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Rajeev asked:

Does someone have the options for donating €200,000 into a project in a low density area ??

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Unfortunately there is no official list of government approved cultural heritage preservation donation options. However, if you would like to find out more about this specific Golden Visa option, please contact our expert team and we will assist you as best we can.

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David asked:

I am interested in exploring the Golden Visa in Portugal and am particularly interested in the cultural investment option (Film & Video Production).   I have conducted some initial research, but there seems to be very little information about the Cultural Golden Visa.   Is there someplace I can find potential Film & Video Production companies that would be willing to work with me and are government approved?  It sounds like someplace like this may not exist at this point.

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Unfortunately there is no pre-approved official list with the Artistic Production Golden Visa options to invest in. However, if you would like to find out more about this option and how you could potentially get into contact with artistic productions in Portugal and verify if they are suitable for this Golden Visa option please please contact our expert team and we will assist you as best we can.

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