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ChâteauBIZ Group

Lisbon

Fiscal and financial services

ChâteauBIZ Group provides extensive financial consulting and advisory services for individuals and businesses in Portugal. The company specializes in a wide range of financial, fiscal, and accounting services, from company formation to personal tax planning. Their team of experts supports clients at every stage, from initial consultation to the submission of annual tax returns, ensuring full compliance with Portuguese laws and addressing the unique needs of the Israeli community in Portugal.


Why Choose ChâteauBIZ?

  • Bilingual Reports (Portuguese and English or another language) for the three main financial statements (Income Statement, Balance Sheet, and Cash Flow Statement)
  • Ongoing Tax Optimization
  • Fully Digital Work Methodology
  • Continuous Financial and Tax Advisory Services
  • Average Response Time of Less Than 24 Hours
  • Access to a Network of Experts in Taxation and Accounting
  • Access to Additional Services (Legal, Insurance, Real Estate, and more)

Their Services

  • Financial, Fiscal, and Accounting Services for Businesses and Individuals – Comprehensive financial and accounting management for businesses and individuals operating in Portugal.
  • Company Formation and Business Incorporation Support – Complete assistance with company registration, establishment, and guidance throughout the process in Portugal.
  • Business Valuation – Determining the economic value of companies for investment or sale purposes.
  • Business Plans and Investment Strategies – Development and preparation of comprehensive business plans and customized investment strategies.
  • EU Grants and Subsidies Assistance – Information, consulting, and guidance for obtaining grants and financial support from the EU and the Portuguese government.
  • Tax Identification Number (NIF) and Social Security Number Acquisition – Assistance in obtaining necessary fiscal and social security identification numbers for operating in Portugal.
  • Fiscal Representation – Professional representation before Portuguese tax authorities.
  • Annual Tax Declarations – Preparation and submission of annual tax reports in compliance with Portuguese regulations.
  • Tax Consulting and Planning – Strategies to legally reduce tax liabilities for Israelis in Portugal.
  • Non-Habitual Resident (NHR) Program Support – Advisory services and assistance in obtaining NHR status and maximizing its benefits.
  • Additional Financial Services – A variety of complementary financial services tailored to client needs.

Their team of experts is available to answer any questions and provide tailored solutions to meet the unique needs of each client.

Clients are invited to contact ChâteauBIZ to schedule an initial consultation and discover how their expertise can support success in Portugal’s business environment.

Service Offered in:

Portuguese, English, Other

ChâteauBIZ Group

ChâteauBIZ Group

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let us refine your dreams, ask the right questions, connect them to Portugal's reality, and move forward with a practical and focused plan.

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The transactions will be carried out in a manner that allows maximum flexibility on the part of the client to realize the profit according to his vision and understanding.
The final method of realization will be decided solely by the investor.
The expected income scenarios described are based on familiarity with local market data as of the date the transaction is proposed.
Despite the above, this data does not constitute a concrete guarantee of the final income level.
The above publications are for general information only. We reserve the right to change the publications and data presented from time to time 
at our sole discretion.
Customers who choose to contact a company or partner to invest in a project will choose within the framework of individual negotiations that

will be conducted in the order in which they contact.
The investment will be made through a limited number of investors as permitted under the Securities Law, 5728-1968 ("Securities Law") and the Joint Investments in

Trust Law, 5754-1994 ("Joint Investments in Trust Law").
In light of the above, the investment with our assistance is not regulated under the Securities Law and/or under the provisions of the Joint Investments in Trust Law, and any advertising material about it has not been approved by the Israel Securities Authority as part of a prospectus.

The full details of the investment and its terms will be disclosed only as part of the negotiation process, in which a limited number of potential investors will be exposed to all information regarding the investment and its terms in accordance with the provisions of the Securities Law.
Only the investors we select during the negotiation process will be able to take part in the investment.

The company and its employees are not licensed under the Law Regulating the Practice of Investment Consulting, Investment Marketing and Investment Portfolio Management, 1995.

Any advertising information provided, as well as any information provided regarding an investment option as part of a future offer, will not constitute investment advice or investment marketing as defined by law.

Investing in projects entails opportunities, as well as risks in connection with the investment funds, including the risk of losing all of the investment funds.

When making an investment decision as part of the negotiation process, investors must rely on their own examination of the investment and its terms, including the benefits and risks involved in the investment.

If necessary, the investor should obtain advice from appropriate advisors regarding legal, accounting, financial and tax issues involved in making the investment.

 

Under the terms and for the purposes of the provisions of Law No. 67/98, of October 26, on the Protection of Personal Data, in the context of the entry into force of the new legislation on data protection (EU Regulation 2016/ 679 of the European Parliament and of the Council, of April 27, 2016 - General Data Protection Regulation)

 

For more information view our Terms & Conditions and Privacy Policy

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