Wealth Management as a collective overview for investment counselling and mentoring services comprehends all products and services, which can be applied for the acquisition, maintenance, augmentation and transfer of capital. Thereto belong amongst others the following:

Administration of capital, investment advice, portfolio monitoring, risk management, financial planning, liquidity planning, asset- and liability-management, on and offshore-banking

Legal advice:
Matrimonial asset planning, heritage planning, succession planning for business entrepreneurs

Tax counselling:
Tax planning and counselling, advice regarding change of national or foreign domicile, heritage tax planning

Purchase and sales counselling for real estate, purchase and sales counselling for objects of art, financial precaution planning

As experts in the domains of capital protection, tax optimisation and real estate investment in Spain, we know the interface to the remaining sections of the Wealth Management and in this regard work very closely together with our business partners in Switzerland and the Principality of Liechtenstein.