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Home > Practice Areas > Private Client & Wealth Management

  • "We don't use any others in the market because without a doubt Cuatrecasas are the best by a mile." - Chambers, 2016

  • "Cuatrecasas has a top reputation across Iberia" - Chambers, 2016

  • "In the realms of tax advice, the firm offers services that are of great quality and are totally impeccable" - Chambers, 2016

  • "Stellar team that offers a complete package of wealth management advice" - Chambers, 2016

  • "Widely considered to be a leader in the field." - Chambers, 2016

  • "The lawyers' ability to listen, understand and deal with a problem quickly is spectacular." - Chambers, 2015


Related practices

  • Art
  • Corporate and Commercial
  • Family Business
  • Financial Taxation
  • Foundations and Philanthropy
  • Labor and Employment
  • Litigation
  • Mergers and Acquisitions
  • Private Equity
  • Real Estate
  • Tax

Private Client & Wealth Management

Practice
Services
Lawyers

Practice

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

As a result of the our practice’s leadership role in offering comprehensive wealth-management solutions, and the indisputable quality of our corporate and tax practices, the lawyers in this group offer their expertise in a wide range of high-quality services.

Our large, highly regarded wealth-management team represents clients in areas such as tax planning and consultancy, and advises them on business and financial investment management instruments; on holding, investing, and disinvesting in real estate assets; and on incorporating and managing organized family offices. It also provides specialized legal advice on all types of private equity investments, and on resolving disputes and legal proceedings concerning all issues that can affect the wealth of a family or its members.

We specialize in wealth management, and working for decades with relevant private clients has ensured in-depth experience and sound expertise.Our lawyers are bound by a duty of confidentiality, so work will always be kept confidential.

Services

  • Property/family planning: We advise on inheritance planning and acquisitions, donations, and family wealth and businesses succession planning, family office transfers, business and real estate investments, company restructurings, and partners’ compensation.
  • Financial: We advise on financial instruments and investment management.
  • Family offices: We advise on incorporating family offices and provide specialized legal advice on their management.
  • Private equity: We offer specialized legal advice on all types of private equity investments.
  • Litigation: We advise on resolution of disputes and legal proceedings related to all issues that can affect the financial wellbeing of a family or its members.
  • Real estate: We advise on investment structures, taking into account tax and financial objectives.
  • Corporate and commercial: We assist with negotiating and implementing contracts, mergers, acquisitions, transfers, shareholdings, takeovers, and similar transactions, as well as joint-venture agreements.

Related practices

  • Art
  • Corporate and Commercial
  • Family Business
  • Financial Taxation
  • Foundations and Philanthropy
  • Labor and Employment
  • Litigation
  • Mergers and Acquisitions
  • Private Equity
  • Real Estate
  • Tax

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