Annual wealth advisory
Rules change, and so do families. Each year we review with you whether the structure still meets the requirements and still serves what you need.
What it includes
- A yearly review of the family-business requirements, so the relief is not lost.
- An updated map of your wealth: companies, property, investments and residency.
- Coordination of the family’s yearly obligations in Spain and in other countries.
- One meeting a year with your partner and a note of what should be adjusted.
How it works
A fixed annual fee, agreed at the start according to the size and complexity of your wealth.