Wealth, Inheritance
& Estate Planning
We advise international families and private clients on wealth planning, inheritance matters and the transfer of assets in Mallorca and the Balearic Islands, creating structures tailored to each family, generation and long-term objective.
We advise international families on wills, inheritance planning and cross-border succession matters, coordinating family structures, applicable laws and assets across jurisdictions to ensure the smooth transfer of wealth and reduce the risk of future disputes.
We advise family-owned businesses on succession planning, shareholders' agreements and holding structures, helping families preserve ownership, strengthen governance and ensure a smooth transition across generations.
We advise international families, trustees and private clients on the legal and tax treatment of trusts, foundations and fiduciary structures in Spain, including beneficial ownership, reporting obligations and cross-border wealth planning.
We advise families and beneficiaries on international inheritances involving assets, heirs and interests across multiple jurisdictions, coordinating the legal, tax and administrative aspects required for an efficient and secure transfer of wealth.
We advise high-net-worth families on the organisation and governance of their wealth structures, coordinating with private banks, investment managers and specialist advisers to ensure a cohesive and long-term approach to family wealth.
We advise families on the transfer of property, business interests and financial assets across generations, designing strategies that align with each client's family, tax and succession objectives.