Lines of work
We work on three moments that define a family’s wealth: the family business, its sale and investing what has been built. In each one we take account of the tax, legal and family consequences, in Spain and abroad.
Family business and wealth
We organise the family’s business and wealth so they are protected today and pass to the next generation the way you decide.
- Family holding company: separating the business from personal wealth
- Family-business requirements for Wealth Tax and for succession
- Family protocol and generational handover
- Lifetime succession pacts and gifts
Selling the business, and the proceeds
A sale is prepared before the offer arrives. We stay with you before, during and after the transaction, until you decide what to do with the proceeds.
- The structure before the sale
- Through the deal: due diligence, the contract and closing
- Tax-neutral group reorganisations
- A plan for reinvesting the proceeds
Investment and vehicles
We help you decide which vehicle should hold each part of your wealth, we structure them and we bring you investment opportunities in several countries.
- Investment vehicles: venture-capital companies, Spanish REITs and holding companies
- Investment funds, savings insurance and unit-linked policies
- Real estate investment in Spain and abroad
- Product of the quarter: Altura Conversión
International mobility
We are with you when you change country or want to keep the door to another one open: residency, citizenship and planning your wealth in each jurisdiction.
- Residency and citizenship by investment in several countries
- Leaving Spain and tax residency
- Moving to Spain and the Beckham Law
- Dubai, with Altura’s own team
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.