Resilience in Uncertain Times: Portfolio construction and tax structuring

In a world of heightened geopolitical instability, understanding the macro forces reshaping markets is increasingly important for internationally mobile families and investors. This event will provide a practical framework to navigate volatility—focusing on what today’s environment may imply for asset allocation, portfolio construction, and liquidity planning, and on how different asset types and ownership structures can help build resilience.

From JPMorgan, we will share perspectives on the current geopolitical context and its potential investment implications, including how to think about diversification across regions and currencies, the role of defensive and real assets, and the importance of disciplined portfolio construction through uncertain regimes. We will also discuss proper structuring considerations at a high level—how holding vehicles and governance can support long-term objectives, risk management, and cross-border simplicity.

Cuatrecasas will then cover the Spanish tax dimension in depth. In particular, they will guide attendees through the key rules around Spanish tax residency and the Beckham Regime, with special attention to the critical tax considerations that arise once the special regime ends, including Spanish Income Tax, Wealth Tax, and Inheritance and Gift Tax.

The goal is to help participants anticipate key decision points and align investment structuring with tax outcomes in a compliant and efficient manner.

In collaboration with:      

JP Morgan    The Pool

*Limited spaces available

Event
event
The Pool Marbella; El Corte Ingles El Capricho, 1 planta Avda. Bulevar Príncipe Alfonso de Hohenlohe 2 29602 Marbella, Málaga
April 23, 2026 5:00 PM – 8:00 PM CEST (UTC +2:00)
Natalia Siciliano
+34 699 377 647

Speakers

Aurelio Nuño

J.P. Morgan
  • Vice President of the Private Banking team

Carlos Ferrer

Cuatrecasas
  • Partner
  • Madrid

Ignacio Díaz

Cuatrecasas
  • Partner
  • Málaga

Pablo López

J.P. Morgan
  • Head of the Private Banking team

Álvaro Figueroa

J.P. Morgan
  • Executive Director of the Private Banking Team

Program

Time Title Speaker
17:00 – 17:30 Registration and welcome
17:30 – 18:30 Start of the session
18:30 Networking cocktail

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