Experience in family asset management in Marbella.
The family and assets are two aspects of every person’s life which must be cared for and looked after. Curto Abogados helps you by advising you on these issues.
The family is the most important nucleus for most people. The assets that is generates can create certain problems.
There are 3 branches we develop within this service that we offer in Marbella. Firstly, the “Family Office”, a current term which implies the conservation of investments and search for investments in other areas in order to increase the family inheritance. Secondly, wills and inheritance management. And finally, the fiscal and financial management of assets and liabilities linked to family assets.
This comprehensive view gives us enough experience to cover this subject area with absolute certainty in our decisions.
What are each of the services that encompasses family asset management in Curto Abogados?
1. Family Office
Becoming your Family Office means looking for possible investments for a business run by a single family, with the objective of transferring real estate and financial assets from one generation to another. To that effect, we strengthen the foundations to conserve current assets and income, protecting them from fiscal changes and possible seizures. Subsequently, we can talk about other issues such as succession planning or inheritance growth, looking for investments which involve the best way of increasing it.
2. Estate management and wills
This is a subject that can lead to an impasse if agreements cannot be reached between different parts of the family. For this, we advise our clients in writing wills according to their wishes regarding the family inheritance. And we take care of all the paperwork when death arrives.
3. Taxation and asset management
Being up-to-date with the modifications of the tax laws which occur is fundamental to avoid surprises. This allows us to be able to handle changes which mean an attack on the family legacy.
3 languages
Although we have not mentioned the obvious, talking to all family members and building bonds of trust is essential for a Family Office and/ or family wealth manager to work. More than fundamental, it is essential. Being able to do it in 3 languages allows us to have no obstacles to find common ground, hold meetings with international investors or simply have a casual chat. Spanish, English and German.