For US-based clients contemplating residency in Portugal, the golden visa still emerges as a highly attractive avenue. Portugal Golden Visa presents minimal residency prerequisites, requiring permit holders to spend an average of seven days annually in Portugal to uphold residency status. Such flexibility is particularly advantageous for those engaged in professional activities or who are not yet prepared for a complete relocation to Portugal.

With an investment of 500,000 euros, investors can delve into hospitality management while also paving their way to residency and potentially citizenship in Portugal.

One notable aspect of this opportunity is the flexibility it offers in terms of funding.

Investors can utilize funds from their Individual Retirement Accounts (IRAs) and solo 401 (k) to fuel their investment endeavors. By leveraging IRAs and 401 (k) in this manner, investors not only diversify their retirement portfolios but also open doors to international residency and citizenship program.

Based on this scheme, if Stuart invests in the Golden Visa with his IRA funds, he will save 593 365$.

*Please note that each case is different and the client should contact always an attorney to check all the details.

While IRAs/401(k) offer tax advantages, premature withdrawals come with hefty penalties and tax implications that could jeopardize long-term financial plans.

In contrast, Portugal’s Golden Visa program presents a compelling alternative, especially for those eyeing European residency and citizenship.

Through investment funds, individuals can embark on a journey towards Portuguese residency, with the enticing prospect of eventual citizenship.

When evaluating retirement investment options, it’s imperative to consider not only potential financial gains but also the associated tax consequences and supplementary benefits. While IRAs/401 (k) provide tax benefits, investors must tread carefully to avoid penalties. In contrast, Portugal’s Golden Visa program offers a pathway to residency and citizenship without tax penalties, alongside promising investment opportunities.

In summary, Portugal’s Golden Visa program stands as a beacon for investors seeking both financial security and international mobility. By strategically leveraging investment funds, individuals can secure their retirement while simultaneously paving the way for an exciting new chapter in Portugal.

Contact our team to embark on your journey towards financial security, international residency, and the possibility of European citizenship

In Portugal since 2015, Mercan Group is responsible for the investment and development of 31 projects within the hospitality sector across the country with a portfolio of €1.2 billion. Our unique investments emphasize Mercan’s commitment to Portugal’s tourism sector through foreign investment, driving economic growth in the country and ensuring the best hospitality with unparalleled expertise and prime quality.

Our expertise in navigating the complexities of investment and residency programs ensures a seamless process for our investors. With more than 3700 investors already enjoying the privileges of our programs and 22 hotel projects under development, Mercan stands as a beacon of trust and success in the investment world.

A Private Equity Investment Fund in Portugal is a specialized investment vehicle that pools capital from investors to acquire and manage private companies, aiming for profitable exits.

The investment strategy of Mercan Funds focuses on the hospitality sector in Portugal. Specifically,  Mercan Funds shall invest in companies with a high potential for growth, appreciation in value, and profitability, operating in the hospitality sector.  Furthermore, targeting co-investment opportunities that promise appreciation in value over time, the strategy leverages the Mercan group’s deep market insight and operational expertise. Consequently, Investors can look forward to a diversified investment experience, with holdings spread across various hotels projects within the fund’s scope.

Commitment to the Mercan funds is in line with the prerequisites of the Portuguese Golden Visa program, with a minimum investment amount of 500,000€, providing an attractive avenue for investors seeking Portuguese residency benefits along with financial returns. Additionally, the Mercan Funds underscore investor confidence with a buyback option, enhancing investment security. The Mercan Funds represent an investment acumen and hospitality expertise, offering a platform for investors to gain from Portugal’s growing tourism and hospitality industry.

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BRIDGEVIEW GAIA HOTEL
This future 4-star hotel is the embodiment of Gaia’s urban life, where guests can embrace the city’s cultural heritage with a contemporary twist. The very essence of the project offers a holistic environment that encourages innovation and creativity to create an unforgettable journey along the banks of the Douro River. The hotel affirms itself as a canvas of vintage charm and modern trends, making this project the perfect place where past and present coexist harmoniously.
ALVOR BEACH RESORT
The Torralta Area is one of the most prestigious locations on the Algarve coast. An amazing balcony above the sea, with breathtaking views over the coastline, only a few minutes away from the historic village center, and a 10-minute walk from the Torralta beach and Três Irmãos.
PONTE DO VAU BEACH RESORT PORTIMÃO - PHASE 3
A hotel at the rhythm of the Algarve lifestyle. This beach Resort is located on the seafront just a few meters from Vau Beach. It features 3 outdoor swimming pools, a spa, gym, kids club, an exclusive private beach club close to the hotel, and a variety of relaxation areas. Its architecture, interior and exterior, was developed with respect for the surrounding environment, integrating naturally with the landscape.

Mercan Group operates globally and is headquartered in Montreal, Canada. Our line of business includes assisting with investments, permanent residency applications, employment, student visa applications, and phone consultation services.