We advise families' assets with the aim of preserving them from generation to generation. The daily management of the familiy office needs a good legal and tax advice, as well as short- and long-term planning; the implementation and administration of structures such as trusts, foundations, life insurance and corporate entities; and the planning of inheritance assets, always seeking the preservation of the assets to make a correct transfer to the next generation.
A familiy office is intrinsically linked to the specific needs and mentality of each family. At Gutierrez Pujadas & Partners we will provide a personalized and integrated approach to ensure that every detail is taken into consideration, adapting to the wishes of each individual family member.
- Strategic guidelines; support in decision making
- Investment strategy, disinvestment and asset diversification.
- Optimization of the business and family wealth structure.
- Advice, incorporation, administration and management of financial investment vehicles in different
- Creation and development of the family office.
- Balance sheet: status, investments, debt, returns, weaknesses, etc.
- Financial strategy: debt and refinancing, liquidity, consolidation, international.
- Risk management: identify and evaluate risks.
- Restructuring of business or family groups.
- Successions and donations; other patrimonial transmissions.
- Family or business foundations.
- Retirement planning.
- Purchase and sale, mergers and corporate acquisitions