Family Wealth Planning
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Lo que realmente lo diferencia es su trato cercano y empático. Desde la primera reunión, se tomó el tiempo para entender mis necesidades, objetivos y preocupaciones financieras. Me explicó cada paso del proceso de manera clara y sencilla, haciendo que todo, incluso los temas más complejos, resultaran comprensibles.
Sin duda, lo recomendaría a cualquiera que busque un asesor competente, confiable y humano.
What is family estate planning?
When a family has spent years—sometimes decades—building up a solid estate, the inevitable question is: what will happen to all this tomorrow? Family wealth planning addresses precisely that concern.
It is not just a question of figures or profitability. It is about organising, giving meaning to and protecting a set of assets that often go far beyond the financial: family businesses, real estate, investments, corporate structures… and even decisions that affect intergenerational coexistence.
Family wealth planning is about planning ahead. It involves deciding today how you want your estate to be managed and passed on, avoiding improvisation when the time comes to act.
The aim is to preserve what has been built, maintain its value over time and facilitate an orderly transition to the next generation.
Why it is advisable to plan your family's estate
Protection against risks
Coordination with tax planning
Conflict-free succession
Preparing for new stages
Real tranquillity
Secure Retirement
What does a family wealth planning scheme typically include?
Every family has its own unique circumstances. A structure with several international companies and assets is not the same as assets concentrated in real estate and financial portfolios. That is why family wealth planning must be tailored to each individual case.
It usually includes:
Detailed analysis of assets and liabilities.
Review of ownership of assets and holdings.
Assessment of the existing corporate structure.
Investment strategy aligned with family objectives.
Legal protection against contingencies.
Tax planning in accordance with Spanish and regional regulations.
Design of succession and transfer of assets.
Regular reviews to adapt the plan to personal or legal changes.
It is not a matter of creating a document and filing it away. It is a living process that must be reviewed over time.
The role of tax planning
Taxation plays a central role in family wealth planning. Ignoring it can result in a significant loss of value at the time of transfer.
Good fiscal coordination enables:
Reduce the impact of inheritance and gift tax.
Avoid decisions that generate unnecessary tax burdens.
Organise the transfer of business shares with continuity criteria.
Choosing the right time for donations or restructuring.
It is not just a matter of paying less tax, but of protecting your assets so that they reach those who are entitled to them, intact as far as possible.
We offer customized solutions to build strong equity
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What our customers say
We work with a client portfolio of individuals, freelancers and companies.
Lo que realmente lo diferencia es su trato cercano y empático. Desde la primera reunión, se tomó el tiempo para entender mis necesidades, objetivos y preocupaciones financieras. Me explicó cada paso del proceso de manera clara y sencilla, haciendo que todo, incluso los temas más complejos, resultaran comprensibles.
Sin duda, lo recomendaría a cualquiera que busque un asesor competente, confiable y humano.
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FAQs
When is it advisable to start planning?
Experience shows that the sooner you act, the greater your decision-making capacity will be. Family wealth planning is particularly recommended when:
There are properties of significant value.
There is participation in family businesses.
Significant financial investments are managed.
It is desired to anticipate succession.
The aim is to reorganise family taxation.
Waiting for an emergency to arise reduces your options. Planning ahead allows you to make decisions calmly.
Why is it important to have specialist advice?
A complex estate requires a comprehensive approach. Financial, legal and tax aspects are interconnected, and a decision in one area can affect the others.
Having a professional specialised in family wealth planning provides:
Long-term strategic analysis.
Up-to-date knowledge of Spanish regulations.
Approach tailored to the specific circumstances of the family.
Continuous monitoring and adjustability.
Confidence in decision-making.
Experience shows that many mistakes are made by acting without coordination. With large estates, these mistakes can be costly.
Start planning your family’s estate today
Protecting your assets is not a task that should be put off indefinitely. It requires careful consideration, a methodical approach and appropriate support.
If you are considering structuring your family wealth planning and wish to integrate taxation into a coherent strategy, now is the time to start. Making decisions early is the best way to ensure stability and continuity for your family.
Request a personalised consultation and start organising your assets with a view to the future.
