Financial Planning & Wealth Management for Americans Living in Portugal
Green Ocean Global empowers you with innovative financial solutions that help you supercharge your future.
FEATURED IN
Services
Helping Americans in Portugal with
Cross-Border Financial Planning
Our team at Green Ocean Global is committed to building innovative, tech-forward investment solutions that adapt and scale with you, your finances, and your goals. Whether you're just starting your wealth journey, or decades into the process, we can help. In-person meetings available in Lisbon, Portugal.
FBAR, FATCA & Form 8938 compliance
Every American in Portugal still answers to the IRS and the penalties for getting foreign-account reporting wrong are severe. We keep you fully compliant so US tax filing never threatens the life you've built abroad.
- Report foreign accounts correctly
- Avoid steep IRS penalties
- Stay compliant in both countries
Managing US retirement accounts (IRA/401k) from Portugal
Your IRA and 401(k) don't disappear when you cross the Atlantic but managing, contributing to, and withdrawing from them as a Portugal resident takes cross-border expertise most US advisors don't have.
- Manage US accounts from Portugal
- Minimize tax on withdrawals
- Solve custodian restrictions
US–Portugal cross-border tax planning
Being taxed in two countries is the single biggest financial risk of moving to Portugal. We build a plan that uses the US–Portugal tax treaty and foreign tax credits so you're never taxed twice on the same dollar.
- Prevent double taxation
- Coordinate US and Portuguese filing
- Time income tax-efficiently
NHR / tax residency
Portugal's tax residency rules can save Americans significant money, but only if you plan the timing before you move. We help you establish residency the right way.
- Establish tax residency correctly
- Assess NHR / IFICI eligibility
- Time your move for tax savings
Golden Visa & D7 investment planning
The Golden Visa and D7 visa are two very different financial paths to living in Portugal. We help you choose the right one and structure the qualifying investment or income to fit your broader wealth plan.
- Compare Golden Visa vs. D7
- Structure qualifying investments
- Plan a path to residency
Social Security and Estate planning for dual-country assets
Claiming US Social Security from abroad and passing on assets held in two countries both come with traps that can cost your family dearly. We coordinate both sides so your retirement income and your estate are protected wherever your assets sit.
- Optimize Social Security abroad
- Plan estates across both countries
- Protect heirs from double taxation
Expertise
We Take A Tailored
Approach To Learn About
You And Your Goals.
Discovery Meeting
We identify your goals, priorities, preferences, and any obstacles you may have. We also mutually establish what your expectations are for us, and if an ongoing partnership is the right fit.
Fit Meeting
We then take a deeper dive into your situation, with more detailed conversations about your personal and financial goals, to develop a preliminary plan.
Detailed Planning
After building a solid foundation, we deliver a fully realized investment and retirement plan. Our plans address the areas that are most important to you and outline the steps needed to address obstacles. Your plan will also aim to gain maximum returns via a solid, tax-efficient investments.
Ongoing Support
Life is constantly changing, and your goals will too. When priorities change, or circumstances bring new obstacles into your life, we'll be here to discuss these changes, evaluate options, and adjust your plan so you can be deliberate about being successful.
Meet Your Cross-Border Financial Advisory Team
Our team has over 7 decades of combined experience and a drive for exceeding expectations. Domestic or abroad, we're ready to work closely with you to create a secure financial future.
OUR APPROACH
Innovative, Scalable, And
Always Adaptable
We pride ourselves on executing every aspect of your financial plan with care and precision. Whether you need a plan for yourself, your family, your retirement, or your business - we create a personalized, agile plan that's tailored to you.
Tech-Forward Solutions
Green Ocean Global believes in a modern approach to investing that leverages the latest financial, technological, and economic innovations to ensure a maximized return.
Nimble Portfolios
A good portfolio can hold strong when needed. But sometimes, changes in your wealth-building journey mean quick, effective changes must be made. We utilize scalable solutions that can change with you.
Ongoing Support
As your needs evolve and change, so does the advice and planning support we provide. From taking your first steps to build wealth to working to preserve it, we’re with you every step of the way.
Frequently asked questions
FAQs
Have a question you couldn’t find the answer to? Reach out to us and we'll be happy to discuss any questions you may have.
We primarily meet with clients remotely but can meet with you in person in the San Francisco bay area or Lisbon, Portugal.
We provide ongoing financial planning and wealth management to the majority of our clients. We also offer financial planning only for a reasonable flat fee.
Transparent and straightforward pricing is core to our beliefs. We either charge a single flat fee for creating a financial plan and delivering recommendations, or offer ongoing support via a reasonable asset management fee.
You do not have to be a global citizen to work with us! We have a significant US presence and one of our founders focuses is working with our US only clients.
The best wave of your life is still out there.
- Steve Hawk
.webp)
