Private Client & Wealth Management

Helping clients protect their financial security and their legacy for future generations

Thanks to years of experience working closely with our clients, we can quickly identify the aspects of personal and business wealth on which clients require legal advice.

As a result of our practice’s leadership role in offering comprehensive wealth-management solutions, and the indisputable quality of our finance and tax, corporate, civil, litigation and real estate practices, we offer our clients expertise in the sector and a wide range of high-quality services.

Our team advises private clients on managing their family and business wealth to achieve optimum results, helping them to (i) protect and grow their wealth, and (ii) ensure their legacy for future generations.

Recognized by the main legal directories, including Chambers (tier 1), we have been involved in many legislative changes and have helped draft new acts.

Our practice, which focuses on advising clients on their family and business roadmaps regarding civil, tax and commercial matters, covers the following areas:

• Managing family and business wealth: designing and implementing plans to manage family and business wealth.
• Family business: preparing, evaluating and updating family protocols, family agreements and governing structures relating to family-business relationships, mainly family business boards of directors, family councils and shareholder agreements.
• Succession planning: plan succession through wills, ensure compliance with the client’s will, avoid disputes between family members and guarantee the widowed spouse’s rights
• Family relations: we provide preventive advice to protect client wealth in the case of marriage, illness, incapacities and death.
• Protecting wealth: we provide preventive advice to protect client wealth in the case of liability being bypassed. We advise on transparency and data protection.
• Financial investment: we advise on private equity and venture capital investments, most suitable legal mechanisms in tax terms for managing financial investments and holding and desinvesting in financial assets.
• Real estate investment: we advise on investment, holding and disinvestment of real estate assets. We analyze the most efficient structures to locate and use the real estate assets.
• Internal and international mobility: We advise clients on the legal consequences in relation to civil, tax and employment matters associated with changes of residence and other cases of internal and international mobility. We analyze legal mechanisms and forms from other legal systems and their tax and legal treatment in Spain.
• Art: we advise on art and culture law and on managing cultural and art assets
• Philanthropy: We advise on philanthropy projects and impact investment models with innovative structures.
• Sports: we advise sportspeople and artists on (i) legal and tax matters relating to their professional activity; and (ii) corporate structures to exploit and protect their image rights, and earnings from intellectual property.
• Tax litigation: we advise on resolving disputes and legal proceedings that could affect the asset welfare of the family and its members.