Private client and wealth management
Office - Areas - Private client
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.
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.