Services
Six areas, one overall view
We approach family wealth as a whole: the companies, the property, the holdings and the people who run them. These are the areas in which we support our clients.
01
Wealth structuring and holding companies
Designing and organising the structure that brings together and protects the family’s wealth.
- Holding and investment companies
- Organisation of business groups
- Consolidated reporting on the family’s assets
- Coordination with tax and legal advisers
02
Family business governance
Tools to organise the relationship between family, ownership and management.
- Family protocol and governing bodies
- Succession planning
- Selection of board members and executives
- Preparing the next generation
03
Corporate transactions
Support in acquiring, selling and reorganising companies and shareholdings.
- Identifying and analysing opportunities
- Due diligence and counterparty checks
- Negotiation and closing coordination
- Post-deal integration and follow-up
04
Real estate
Managing the full life cycle of the family’s real estate assets.
- Acquisition, development and divestment
- Residential, commercial and hospitality assets
- Leasing and property management
- Building administration and maintenance
05
International trade and strategic sectors
Supporting the family’s companies in their international commercial activity.
- Commodities and energy
- Industry, machinery and equipment
- Agri-food and consumer goods
- Partner search and counterparty checks
06
Business management and projects
Supporting the management of portfolio companies and new family projects.
- Business plans and feasibility studies
- Organisation and business development
- Cultural industries and audiovisual production
- Corporate communication and digital presence
Corporate services
Shelf companies
For those who need to start operating without delay, we offer limited companies already incorporated in Barcelona, Madrid and Valencia, with no prior activity or history. If preferred, we incorporate a bespoke company with the name and share capital of your choice.
On signing day
Definitive tax ID
After the purchase is executed before a notary, the company has its definitive tax ID and can invoice, grant powers of attorney and sign contracts.
Around 15 days
Bank account
Once the change of shareholder and director is entered in the Companies Register, the company can complete the bank account opening and hire staff.
Ongoing management
Ongoing support
Processing of foreigner ID numbers (NIE), relations with banks, and accounting, tax and legal services through licensed professionals.
Availability, share capital and terms on request. Each transaction is subject to prior identification of the buyer in accordance with anti-money laundering regulations.
Frequently asked questions
What people usually ask us
Do you sell your own financial products?
No. We do not sell our own products or receive retrocessions from third parties, so our advice serves the family’s interests alone.
Do you provide tax or legal advice?
Regulated activities, such as legal or tax advice, are provided through duly licensed lawyers, advisers and institutions, whom we coordinate within each mandate.
How are fees set?
After the assessment phase we present a proposal with a defined scope, timeline and fees, before any work begins.
Do you work with families outside Spain?
Yes. We support families and companies in Spain, the United Arab Emirates, Albania and Luxembourg, with local correspondents in each market.
Contact
Where shall we start?
Tell us what your family or your business needs and we will propose a plan with a defined scope, timeline and fees.