The ﬁrm has a group of lawyers focused on wealth management services. This department has a multidisciplinary team of tax, corporate and family law lawyers to provide comprehensive legal advice to clients whose assets require a highly specialized service.
The ﬁrm has a group of lawyers focused on wealth management services. This department has a multidisciplinary team of tax, corporate and family law lawyers to provide comprehensive legal advice to clients whose assets require a highly specialized service. The clients of the ﬁrm are high net worth individuals, families, asset managers, family offices and ﬁnancial entities.
An important part of the services provided by the private client and wealth management department is tax planning and advice, which must be reconciled with the family’s interests, the durability of the net worth and the proﬁtability of the investments. For this reason, the lawyers of the ﬁrm advise clients to implement and manage tax-efficient structures for the protection of family assets. The ﬁrm is also active in inheritance planning and the implementation of family protocols, donations and legacies, business succession, corporate restructuring and the transfer of companies.
The ﬁrm also advises and represents entities specialized in asset management, such as asset managers, private equity and family offices, in all stages of investments.
On many occasions, part of the net worth is invested in real estate assets, an area in which the ﬁrm is highly experienced. In this regard, we analyse and implement structures that respect the client’s ﬁscal and ﬁnancial objectives.
The international proﬁle of the lawyers of the ﬁrm enables us to freely cooperate with lawyers and advisors from other jurisdictions to offer our clients the best solution for their speciﬁc situation. This is particularly important when the client has assets and family members in different jurisdictions. If the client requires local advice abroad, the ﬁrm is a member of TAGLaw, a network of prominent high-quality law ﬁrms present in more than 90 countries.
The members of a family or group of investors cannot always enjoy good relationships among them, especially when inheritance problems come into play. Therefore, the ﬁrm advises on the distribution and orderly liquidation of all types of patrimonial structures. If an agreed solution is not possible, the ﬁrm advises and represents clients in legal proceedings aimed at protecting the assets (whether pertaining to a family or a group of investors) or to split a part of it to avoid further disputes.
Finally, the ﬁrm has processed numerous immigration applications for its clients, including Golden Visas and visas for investors and entrepreneurs.