Fénix Advisory and Consulting Services

Experts in tax and estate planning

We structure your business and your assets with global vision, legal security and intelligent tax planning.

Companies

Tax and accounting advice for operating companies. Strategic planning, profit optimization and regulatory compliance in Spain.

Patrimonial

Structuring and management of asset management companies. Asset protection, tax planning and sustainable profitability.

Holdings

Design and taxation of business groups and family holding companies. We coordinate global strategy and international tax planning.

How we work

We help you transform your relationship with taxes and wealth: from obligation to strategy.

Tax and asset advisory services for entrepreneurs, professionals and growing SMEs.

Strategic fiscal design

Optimize your personal and business structure to pay the right amount, with a global vision.

Transform your tax structure into an ally of your growth.
We analyze your personal and business situation to define the most efficient strategy according to your objectives and your tax residence.
We help you pay the right amount, no more, no less, applying the regulations with rigor and taking advantage of the legal advantages that correspond to you.

Results: higher profitability, stability and fiscal consistency in every decision.

Conscious asset management

Protect your assets and make them work in your favor, sustainably and legally.

Your wealth reflects years of effort; our mission is to protect it and make it grow.
We design asset structures and holding companies that allow you to separate risks, optimize benefits and plan for the future with a global vision.
With a comprehensive approach, we accompany you in making decisions that combine profitability, sustainability and peace of mind.

Results: protection, diversification and control of your family or business assets.

International consulting

If you live, invest or do business in more than one country, we help you to structure it correctly.

If you live, invest or develop your activity in more than one country, you need international planning that provides security and clarity.
We study your tax links, analyze double taxation agreements and design efficient structures adapted to your case.
From tax residence to real estate investment or business expansion, we help you to operate without borders, within the law.

Results: solid international structures and legally backed decisions.

Growth consulting

Make decisions with an integrated financial and fiscal vision.

It’s not just about paying less, but about growing better.
We unite taxation and finance so that each step, an investment, a purchase, a restructuring or a succession, is part of a global strategy.
We accompany you in the creation of a solid, profitable model aligned with your personal values and goals.

Results: strategic decisions that drive your long-term financial freedom.

Find out how we can help you build a sound wealth strategy

We accompany entrepreneurs, investors and internationally mobile individuals who wish to make conscious, safe and efficient decisions.

Benefits of a smart tax and wealth strategy

International tax security and peace of mind

Avoid risks and penalties with a solid structure, complying with the regulations in each country where you operate or have interests. We keep you up to date on tax changes and guide you in your decision making.

Efficiency and real savings

Optimize your tax burden without taking unnecessary risks. Pay the right amount and take advantage of the legal benefits you are entitled to, both in Spain and abroad.

Asset protection and growth

Your wealth and investments are structured with a long-term vision. We create strategies to preserve what you have built and make it grow in a profitable and secure way.

Global vision and strategic planning

Every move, an investment, a relocation, a partnership, fits into an overall strategy. Anticipate changes, reduce uncertainty and gain financial freedom.

Direct communication and professional support

We work with you in a close and continuous way, explaining each decision in a clear and non-technical language. You will have a professional accompaniment, focused on your objectives and your patrimonial reality.

Personalized and confidential advice

Each client is unique. We analyze your personal, family and business situation to offer you a tailored tax and estate strategy, with absolute confidentiality.

This is what they say about us

Customers don’t cheat. They are the true reflection of our philosophy.

Our Mission

At Asesoría y Consultoría Fénix we transform taxation into a tool for growth, protection and freedom.
We offer a high quality high quality servicebased on clarityclarity, responsibility responsibility and professional rigoralways within the legality.

We believe in close close and strategic communicationbecause understanding your taxation is the first step to take control of your wealth.

From Clarity to Strategy. From Strategy to Growth. From Growth to Freedom.

“Turn taxation into your freedom.”

We belong to and collaborate with

We belong to and collaborate with the Spanish Association of Tax Advisors (nº 05095), the International Fiscal Association (nº 68262), Association of Economists of Catalonia(C.Nº 17144) and Social Collaborator of the Tax Agency.

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Logotipo Colaborador Social de la Agencia Tributaria

Personalized advice

Contact us and we will advise you in a personalized way. We carry out a first session of Strategic Analysis, in which we study your fiscal, patrimonial and financial situation in a global and orderly way.

The objective is to resolve doubts, understand precisely how your assets are structured and detect inefficiencies, risks and opportunities for improvement.

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Frequently Asked Questions about Fénix Advisory and Consulting Services

We accompany entrepreneurs, professionals, investors and families who wish to structure their taxation and wealth with a strategic vision. We work both with clients in Spain and with people with international mobility or interests in several countries.

We do not limit ourselves to filing taxes or bookkeeping.
At Asesoría Fénix we turn taxation into a strategic tool, integrating tax, wealth and financial decisions to help you pay the right amount, protect your wealth and grow with legal certainty.

We work with both profiles. We advise operating companies, asset-holding companies, family holding companies and also individuals with growing assets, investors or professionals who want to plan their taxation in a conscious way.

Yes. We advise clients who live, invest or do business in more than one country.
We study double taxation agreements, tax residency, international structures and investments abroad so that you can operate with security, consistency and legal support.

The accompaniment is continuous and proactive. We not only react to tax obligations, but we warn you, explain and accompany you in every relevant decision, always with a clear and understandable language.

Let's talk!

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Contact

E. hola@ase soriafenix.com
T. +34 611 747 457
Opening hours: Monday – Thursday: 8:00 – 18:00
| Friday: 8:00 – 14:00

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