Asset management area


Asset planning

Optimise the family or business assets to seek the maximum fiscal and economic savings in management, transfer and inheritance

Why? Economic and fiscal savings. Facilitate transfer and inheritance.

Wealth Tax

Consultation, preparation and presentation of the Impuesto de Patrimonio (wealth tax) for individuals who must declare it.

Why? Optimization and fiscal savings by tax experts.

Family Protocol

Consultation, support, negotiation and drawing up of agreements that help current and future management of the family business.

Why? Improve operations of a company or group of companies.


Calculation of the tax contribution and setting up of savings alternatives. Tax declaration. Management involving a notary.

Why? Obtain the help of experts in fiscal savings and tax management.