Private Client & Family Office

We advise high net worth individuals, entrepreneurs, family offices, managers of large companies and funds, insurance companies and national and foreign private banks, taking a comprehensive and innovative approach to our clients and covering all their personal, financial and business needs.

We design our advice to suit the needs of each client, whether it is to improve tax efficiency, to make specific real estate or corporate investments, to protect assets or insulate them from risk, to plan for inheritance or the generational handover of their business group, or to enable philanthropic initiatives to be undertaken.

In the context of current levels of geographical mobility, we are specialists in advising individuals and families who decide to change their personal domicile from abroad to Spain or vice versa, and we determine the tax residence in order to eliminate inefficiencies and achieve security for investors. We adopt an international perspective and collaborate with a wide range of leading foreign law firms, with our complete independence allowing us to select the best firm for each matter and client.

We have an international team that considers client advice to be a long-term relationship of trust, and we encourage collaboration with other advisers, both legal and otherwise, in Spain and in other jurisdictions.

We also regularly work with private banks and insurance companies, in relation to matters which affect their clients, determining the tax or financial regulation of the products they offer, and the creation of investment vehicles.

The matters we advise on include:

Design of investment protection schemes through the application of Reciprocal Investment Promotion and Protection Agreements (APPRIs) and Investment Protection Agreements (APIs) signed with other states, especially with Latin American states.
Drafting and execution of family protocols linked to business groups and generational succession in the company.
Family estate and inheritance planning with a focus on tax, commercial and regulatory aspects, with experience in complex and multi-jurisdictional matters.
Design and execution of efficient investment structures, including the setting up of hedge funds, venture capital companies and funds, SOCIMIs (Spanish REITs) and other investment vehicles.
Implementation of corporate governance in family businesses and regulation of corporate social responsibility.
Determination and justification of the tax residence of individuals or family groups.
Analysis of the labour and tax implications in the design and implementation of remuneration plans for executives of large companies and funds, as well as reviews of these aspects in plans subject to foreign law.
Determination of the application of the inpatriates tax regime (“Beckham Law”).
Tax and legal analysis of philanthropic actions such as donations of works of art.