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Private Wealth

CounsellingPrivate Wealth

We have extensive experience in tax advice to individuals, as well as in companies that make up their assets (family businesses and large companies) with national and international presence.

Our vocation is to provide comprehensive tax advice to the entire family business, both personally and at the company headquarters.

For this, we have a multidisciplinary and technical team that allows us to offer a global service, adapted to the specialties of each case, and covering, in any case, the needs of the Client.

We offer services, among others, in:

  • Advice on the transfer to Spain of individuals and companies, on the structuring of business assets and on the review of pre-existing structures such as trusts, private foundations, etc. to organize them efficiently post-transfer.
  • Adequate and optimal planning of business assets, national and international, in order to detect and take advantage of the tax efficiencies available for this and to develop an efficient tax strategy for future generational transmission, via donations or inheritance.
  • Advise individuals and families on the taxation of specialized national and foreign investment and savings products.
  • Advice on the drafting of family protocols and patrimonial aspects in separations and divorces.

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