Private clients and family offices
Managing significant wealth requires more than a good tax adviser and a good investment manager: it requires someone who coordinates all the pieces — legal, tax, financial and family — with the overall perspective that no isolated specialist can provide.
Request a consultationThe lawyer as conductor
We are not a family office or a tax firm: we are the lawyer who sits alongside the client and coordinates everyone else.
Wealth structuring
Family holding companies, investment vehicles, corporate reorganisation of assets and optimisation of the legal structure.
Risk management
Identification and mitigation of legal, tax and succession risks. Legitimate asset protection.
Multidisciplinary coordination
Leading integrated teams of tax advisers, financial advisers, notaries and registrars. The lawyer as conductor, not just another instrument.
International perspective
Dual admission in Madrid and New York, with direct experience in structuring cross-border estates, particularly Spain–US. For complex international transactions, we integrate our cross-border advisory practice.
Succession planning
Wills, gifts, succession agreements and family protocols. The best planning is done while you are alive, not improvised during grief. For technical detail, we have a dedicated civil law and succession planning practice.
Direct access to the principal
In wealth matters, personal trust is a prerequisite for any meaningful advice. From day one, the client speaks directly with the professional handling their matter — no filters, no rotation, no circulation of confidential information through a hundred-person firm.
Do you recognise yourself?
If any of these situations describe your current challenge, we can help.
- You have a diversified portfolio (real estate, corporate holdings, financial investments, international assets) and need a legal adviser who understands the whole picture.
- You manage or are part of a family office and need legal advice that integrates with your tax and financial team.
- You want to structure your investments efficiently — holding companies, investment vehicles, tax planning — with full legal certainty.
- You need to coordinate multidisciplinary teams (lawyers, tax advisers, financial advisers, notaries) in a complex wealth transaction.
- You have assets in multiple jurisdictions and need advice with an international perspective.
- You want to plan the transfer of your wealth to the next generation in an orderly and tax-efficient manner.
Let's talk about your situation
A first consultation is the best moment to assess your options. No obligation. Reply within 24-48 working hours.
Request a first consultation