Private Office

Specialized personal assistance to high-net-worth families

Managing multi-jurisdictional, diverse, and complex wealth structures within a constantly evolving regulatory framework is an intensive exercise that demands in-depth knowledge and expertise. Overseeing a family’s assets and liabilities involves meticulous document management and collaboration with a broad network of external professionals, ranging from accountants to corporate service providers and tax advisors. This also requires the ability to coordinate and supervise their work in response to changes in the regulatory landscape.

 

A well-administered wealth structure is essential for maintaining a legally compliant framework, thereby avoiding costly mistakes. It is also a necessary practice to receive adequate strategic tax and legal advice.

 

A well-organized, well-administered, and compliant family wealth structure should be aligned with efficient tax planning, wealth protection, as well as the philanthropic and estate planning goals of the family. This approach enables regular reviews and strategic planning by the family advisor to ensure that all aspects align with the family’s goals, promoting efficiency. Consequently, it becomes more manageable for the trusted advisor to assume the duty of care over legal and tax family affairs.

 

The private office provides its clients with the following services:

  • Document Management (both electronic and physical copies, as applicable):
  • Maintain up-to-date documents reflecting the current wealth structure and family information, encompassing essential details related to tax considerations, asset protection, philanthropic endeavours, and estate planning.
  • Calendar Management:
  • Develop and oversee a calendar outlining compliance, tax, and corporate obligations for both yourself and the wealth structure.
  • Coordination and Supervision:
  • Coordinate and supervise external providers, both Spanish and foreign, ensuring the fulfilment of the aforementioned obligations.
  • Regulatory Review and Tax Planning:
  • Conduct an annual review of potential regulatory changes that may impact the mentioned aspects and identify opportunities for tax planning.
  • KYC/AML Compliance:
  • Keep Know Your Customer (KYC) and Anti-Money Laundering (AML) files up to date, helping with onboarding processes.
  • Regular Consultations:
  • Conduct periodic meetings with yourself and family members to review the aforementioned matters.

Contact Persons

Partner Director

Partner

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