Fund-Route Specialists for U.S. Clients
End-to-end coordination—from eligibility and documents to filings and renewals—built for American investors.
| Dimension | Zoark | Typical Immigration Firm | General Practice Law Firm |
|---|---|---|---|
| Core Focus | Portugal fund-route residency for U.S. investors | Multiple visa types; broad audience | General legal services; immigration as one practice |
| U.S. Compliance | Built around IRS, FATCA & FBAR routines; coordination with your CPA | Limited U.S.-specific processes | Outside scope |
| IRA/401(k)/Trust Workflows | Custody & participation workflows aligned to eligible funds | Not offered | Not offered |
| Advice Boundaries | No recommendations or ratings; fact-only fund coverage & eligibility checks | May provide introductions; approach varies | N/A |
| Case Handling | Attorney-led filings with documented SLAs | Volume model; variable oversight | Depends on team; immigration not always core |
| Privacy | Privacy-first handling; NDA on request | Standard intake policies | Standard firm policies |
| Fees | Transparent, fixed-scope engagement | Mix of flat + add-ons | Primarily hourly billing |
| Time to file-ready | Typically ~10 business days after complete documents | Varies | Varies |
| Ongoing Support | Renewals and audit-trail documentation | Limited | Limited |
End-to-end coordination—from eligibility and documents to filings and renewals—built for American investors.
Workflows designed around IRS, FATCA and FBAR requirements; we collaborate with your CPA and counsel.
Clear custody and subscription steps for qualified accounts and trusts participating in eligible Portuguese funds.
Confidential handling, clean audit trail, and NDA availability for family offices and HNW families.
