Preserving wealth
Anonymised examples of how buyers financed without fully liquidating their portfolio or capital investments.
Preserving wealth — from practice
It is not always sensible to deploy existing wealth in full. These case reports show, in anonymised form, how a balanced combination of equity and financing preserves long-term flexibility.
Frequently asked questions — Preserving wealth
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Cases from this theme — by region
Mallorca
Practical case Mallorca: Penthouse with a sea view in Palma
Reaching financing safely with 30 % equity
To the case report → MallorcaPractical case Mallorca: Exclusive villa in Port d'Andratx
Preserving the asset structure instead of using all capital
To the case report → MallorcaPractical case Mallorca: Penthouse in Portocolom
Portfolio lending instead of selling securities
To the case report →Algarve
Tavira: Financing a townhouse with a courtyard for a permanent centre of life
Historic townhouses often have a special charm but require careful planning of the renovation.
To the case report → AlgarveFaro: Financing an apartment in the city centre for a permanent centre of life
Anyone who wants to live permanently in Portugal does not necessarily have to buy a property right on the beach.
To the case report → AlgarvePortimão: Financing a modern apartment on the Arade waterfront for a permanent c
Portimão offers far more than a well-known seaside resort.
To the case report → AlgarveOlhão: Financing a modern apartment by the water for a permanent centre of life
Olhão shows that modern flats in authentic Portuguese towns represent an interesting alternative to classic holiday resorts.
To the case report → AlgarveSilves: Financing a detached house on the edge of town for a permanent centre of
Not every permanent residence on the Algarve has to be right on the coast.
To the case report → AlgarveAlvor: Financing a terraced house near the lagoon for a permanent centre of life
Alvor offers an attractive combination of nature, proximity to the coast and well-developed infrastructure.
To the case report →Information
A similar situation in Spain and Portugal? Let's talk.
Every financing in Spain and Portugal is an individual case. In a free initial consultation I will tell you honestly what is feasible and which bank fits.
Book a free consultationAnonymised individual case, not a binding statement for other projects · Siegfried Perini, BAFA-notified for the cross-border activity of the owner Olga Nikushkina · §34i GewO · no tax or legal advice · no financing commitment; conditions depend on creditworthiness, loan-to-value and bank