Wealth management in Barcelona
For growing wealth and clients throughout Spain
If your assets grow, improvisation is no longer an option.
Every decision to investing, selling, setting up a company or receiving an inheritance, has a direct tax impact.
And when there is no clear strategy, the cost usually appears later on.
Estate planning allows you to anticipate, pay what is right and protect what you have built.
We design a comprehensive wealth strategy so that your assets are structured with criteria, security and long-term vision.
How we work on your wealth planning
Complete tax and equity diagnosis
We analyze your current situation:
- Personal income tax brackets, as well as income from work and economic activities.
- Financial investments, leased or vacant properties and business structure.
- Personal and family objectives and all present and future risks.
Optimization of your personal income tax and capital income
We design customized strategies to optimize your taxation:
- How to reduce personal income tax in a legal and stable way.
- How to declare your real estate income efficiently.
- How to integrate financial investments in a fiscally smart way (funds, ETFs, stocks, cryptos, etc).
- How to avoid double taxation between personal and business income.
- How to plan your income to reduce the tax burden in the coming years.
Design of asset-holding companies and efficient structures
When your volume of assets or income requires it, we propose structures such as:
- Real estate holding company.
- Financial holding company (when permitted by law).
- Limited partnership for active and passive annuities.
- Family holding company to separate risks and optimize taxation.
- Hybrid structures (personal assets + company + real estate).
- Business or family restructuring (preparing succession, covenants, tax reduction, asset protection, etc.)
The value of well-designed estate planning
- Pay less tax without taking risks.
- Absolute clarity on how to organize your assets.
- He leaves an efficient and well-structured legacy.
- Achieve financial freedom and less uncertainty.
What makes the difference in how we work your assets
- A combined fiscal + financial vision that allows you to make intelligent and sustainable decisions.
- Clear explanations and grounded to your reality, without unnecessary technicalities.
- Close and continuous accompaniment, to implement each step safely and without feeling alone.
- A well-structured legacy, prepared to protect your family and avoid unnecessary tax costs.
- A service different from a traditional advisory service, because here we do not fill out forms: we work with you on a real and personalized strategy to build, protect and grow your wealth.
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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Estate Planning FAQ's
When your passive income, real estate or investments generate a high tax burden or an unnecessary equity risk. It is not for everyone, but it is for those who exceed certain levels of income or assets. It is analyzed on a case-by-case basis.
A holding company manages assets; a holding company manages shares in companies; a structure can include both, depending on your protection and tax objectives.
It depends on each situation, but it is common to reduce personal income tax, optimize rental taxation, reorganize financial investments and create structures that reduce inheritance or transfer taxes. Always within the law.
It depends on your situation, but it is common to reduce personal income tax, optimize rental taxation, reorganize financial investments and create structures that reduce inheritance or transfer taxes. Always within the law.
No. In fact, it is the best time.
We can prepare a strategy to minimize the future tax burden, organize the family estate and avoid unnecessary conflicts or costs.
It depends on the complexity of the case. The diagnostic phase usually lasts 1-2 weeks, and full implementation between 1 and 3 months.
Let's talk!
Fill in the form with your data and we will answer you as soon as possible.
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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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.
