OUR FINANCIAL ADVISORY EXPERTISE
Strategic Financial Planning & Wealth Management for Your Future
in Spain & Europe
Preparation of full documentation for inheritance matters and urban planning disputes in Spain with handover to a qualified partner lawyer.
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WEALTH MANAGEMENT FAQ
Financial Planning & Investment Questions Answered
Find answers to common questions about wealth management, investment strategies, tax-efficient planning, and retirement strategies.
Our financial advisory team offers: 1) Personal financial planning & wealth management 2) Investment portfolio assessment & optimization 3) Real estate investment analysis 4) Business valuation & exit planning 5) Pension & retirement planning 6) International fund management 7) Tax-efficient wealth structuring 8) Residency Permit investment pathway consulting.
Initial consultation & financial analysis: €2,000. Comprehensive financial plan: €5,000–€10,000. Ongoing advisory: 0.5%–1.5% annually on managed assets (depending on portfolio size and services). We provide detailed proposals before engagement.
Yes. Alejandra manages investment portfolios exceeding €100+ million for high-net-worth clients. She creates diversified strategies tailored to Spanish tax residency, EU investment opportunities, risk tolerance, and financial goals. Portfolio monitoring and quarterly adjustments included.
There is no strict minimum, but portfolio management typically suits clients with €500,000+ in investable assets. Smaller portfolios can benefit from planning & consulting services. We discuss your specific situation during initial consultation to determine the best engagement model.
Our approach includes: (1) Comprehensive financial assessment; (2) Tax-efficient structuring of assets; (3) Diversified investment strategy across asset classes & geographies; (4) Succession & estate planning; (5) Currency considerations for international assets; (6) Real estate optimization; (7) Business valuation & exit strategy planning; (8) Regular monitoring & adjustments.
PROVEN INVESTMENT RESULTS
Financial Advisory & Wealth Case Studies
Explore real solutions we've delivered—from portfolio optimization and tax-efficient wealth structuring to business valuations and international investment strategy.
