All your wealth on one map
A partner leads your case. He coordinates the whole team, in Spain and in every country where you have interests, and he is your only point of contact from start to finish.
Four steps
- Step 1
Diagnosis
We start by understanding what you own and how it works today: companies, property, investments, residency and whatever you hold outside Spain. We review what taxes you pay, how your wealth is invested and what would happen if an inheritance had to be settled tomorrow.
What you get: a report with the full picture and the points worth changing, in order of importance.
- Step 2
Structure
With the diagnosis in front of us, we propose how to organise the business, the family and the investments. Each proposal comes with its cost, its timeline and what you gain from it, so you can decide with the whole map in view.
What you get: a phased plan, with what needs signing and in what order.
- Step 3
Implementation
We make sure the plan is carried out: deeds, notaries, banks and authorities, in Spain and in the other countries involved. Your partner coordinates the whole team and is your single point of contact.
What you get: the structure up and running and all the paperwork in order.
- Step 4
Annual review
Rules change and so do families. Once a year we check with you that the structure still meets the requirements and serves what you need, and we adjust it if necessary.
What you get: an annual meeting with your partner and a summary of what is worth adjusting.
Tell us about your situation
One of the partners will read it and get in touch with you personally.