
Professional Network
Get to know who we work with
A private client office is only as strong as the professionals it can bring around the table. Atlas Bridge Wealth works with a carefully selected network of tax advisers, lawyers, accountants, investment providers, pension specialists, foreign-exchange specialists, relocation professionals and other trusted partners.
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We do not claim to do everything ourselves. Our value is in knowing what needs to be considered, who needs to be involved, and how to keep the client’s wider plan joined up.​

Fresh Portugal
Fresh Portugal is a specialist tax and legal advisory firm dedicated to helping international clients navigate the complexities of relocating to and investing in Portugal. Their multilingual team of lawyers and tax experts provide tailored guidance on residency, NHR and IFICI regimes, property purchases, and cross-border structuring. Known for their clarity, responsiveness, and deep local knowledge, Fresh Portugal has become a trusted partner for expatriates and professionals seeking to make a smooth and compliant transition to life in Portugal.

CMS Group
CMS Portugal is part of the global CMS network — one of the world’s largest law firms — offering full-service legal and tax advisory support across Portugal and internationally.
Their multidisciplinary team combines local expertise with international reach, advising clients on areas such as tax planning and structuring, real estate, and private wealth matters. With a strong reputation for technical excellence and practical solutions, CMS Portugal is a key partner for expatriates, investors, and businesses navigating Portugal’s evolving regulatory and tax landscape.

SunCap Visa
SunCap Visa is a specialist consultancy helping individuals and families secure residency and citizenship through investment and relocation programmes across Europe and the Middle East. With a strong presence in Portugal, the firm assists clients with visa applications, property investments, and legal structuring under programmes such as the D7, Golden Visa, and NHR regimes. Known for their hands-on approach and trusted network of professional partners, SunCap Visa provides a seamless, end-to-end service for those looking to relocate, invest, and build a new life abroad.

Utmost Group
Utmost Group is a leading specialist in international life assurance and wealth solutions. The group focuses on providing long-term savings, investment, and estate-planning products to high-net-worth individuals and expatriates. With operations across the UK, Isle of Man, Ireland, and Luxembourg, Utmost is known for financial strength, regulatory stability, and flexible cross-border planning options designed to support long-term cross-border planning, subject to suitability and professional advice.

IFGL Group
IFGL Group (International Financial Group Limited) is a global provider of international life assurance and investment solutions, serving clients in more than 170 countries. Through its brands—RL360, Friends Provident International, Ardan International, and IFGL Pensions—the group offers a wide range of products designed to help international investors, expatriates, and trustees manage, grow, and protect their wealth. IFGL is recognised for its strong regulatory framework, customer focus, and commitment to long-term financial security.
Currencies 4 You
Currencies 4 You is a specialist international payments provider that can help clients move money across borders more efficiently, whether for property purchases, pension income, regular living costs, overseas investments or one-off transfers. Their service is designed to combine competitive exchange rates with personal support, which can be particularly valuable for individuals and families moving between the UK and Portugal or managing assets in more than one currency. Currencies 4 You also offers solutions for regular payments and currency planning, helping reduce some of the friction and uncertainty that can come with larger international transfers.

Our partnership with QB Partners
Atlas Bridge Wealth work with QB Partners which provides specialist support to financial professionals on pensions, wealth structuring, and estate planning. QB Partners has over 150 years’ experience collectively in assisting financial planners whose clients have more complex circumstances, including cross-border situations. Our relationship with QB Partners helps us access additional technical insight where clients have more complex planning circumstances.
