Coordination of Family Office
and global wealth
What is our Family Office Coordination Service?
Our Family Office Coordination Service acts as an independent control tower that unifies all your assets: real estate, financial portfolios, artwork and liquidity. We start with a rigorous audit that detects risks, inefficiencies and tax advantages in each jurisdiction where the family operates. With that x-ray, we draft a Family Charter that sets common purpose, governing bodies and succession rules to avoid conflicts and ensure continuity.
Once the strategy is defined, we bring together banks, legal advisors and investment managers under a single, coordinated mandate. We negotiate terms, eliminate duplication and monitor the performance of each asset through a digital dashboard accessible 24/7. We also channel treasury, philanthropic projects and next-generation financial education, aligning clear values and objectives.
The process is underpinned by bank confidentiality and cybersecurity protocols. The result is an estate that is harmonised, efficient and ready to grow smoothly, freeing the family from day-to-day management and protecting their legacy.
Who is it for?
Our Family Office and Global Wealth Coordination service is aimed at high net worth families, modern family offices and entrepreneurs with international interests who wish to manage, protect and grow their assets with a holistic view. We offer them independent, confidential and strategic support so that their legacy is always under control, aligned with their values and prepared for the future.
High net worth families
High net worth families seeking to consolidate global assets, protect their legacy and receive clear reporting with independent and secure management.
High net worth families seeking to consolidate global assets, protect their legacy and receive clear reporting with independent and secure management.
High net worth families seeking to consolidate global assets, protect their legacy and receive clear reporting with independent and secure management.
New generation family offices
Modern family offices that want to centralise global wealth, set inheritance rules and optimise taxation with professional control and discretion.
Modern family offices that want to centralise global wealth, set inheritance rules and optimise taxation with professional control and discretion.
Multinational and expatriate entrepreneurs
Multinational and expatriate entrepreneurs who need to coordinate assets in several countries with efficiency, fiscal acumen and absolute confidentiality.
Multinational and expatriate entrepreneurs who need to coordinate assets in several countries with efficiency, fiscal acumen and absolute confidentiality.
Steps to contract our service
.We analyse global assets, structures and risks to design a secure strategic foundation.
We set goals, succession rules and governing bodies to align wealth and family.
We unify banks, managers and advisors under a common plan, optimising costs and taxation.
We monitor results, adapt strategies and train the next generation with vision.
How can we help you?
Phone number
Location
Calle Llums, 1, 07013 Palma de Mallorca
Contact form
Success stories
We coordinate real estate assets, business holdings and treasury in three countries. We create family protocol and optimise taxation, ensuring continuity and harmony between generations.
Family office islander
Mallorca
We structure your global wealth, integrating hotel properties and liquidity. We define clear succession rules and consolidate reporting, achieving a complete and efficient view of your legacy.
Local tourism entrepreneur
Mallorca
We review farms, companies and rural leases. We simplify structures, centralise suppliers and train heirs, guaranteeing an orderly transfer and sustained growth.
Family agro-estate assets
Mallorca
We consolidate factories, investments and art into a single control panel. We coordinate private banking and legal advisors, reducing overall costs and ensuring family wealth cohesion.
Family office industrial
Family office industrial.
Península
Organizamos su patrimonio disperso en Europa y Latam. We negotiate with banks, adjust taxation and design a succession plan to protect assets and facilitate their transfer without conflict.