For Americans exploring a move to Spain, Mallorca stands out as the ultimate destination. Its breathtaking landscapes, Mediterranean lifestyle, and robust tax and investment advantages make it the ideal choice for high-net-worth individuals, expats and families. At Lullius Partners, we specialize in providing bespoke legal and tax advisory services for international clients and expats, offering seamless relocation support with a focus on Private Wealth and international taxation.
With years of experience navigating the complexities of U.S. and Spanish tax systems, we’ve established ourselves as the leading firm in Mallorca for sophisticated tax planning, relocation services, and legal advice tailored to the unique needs of American clients.
Why Americans Are Choosing Mallorca
Mallorca combines stunning natural beauty with strategic opportunities for wealth preservation, investment, and lifestyle enhancement. It offers:
- World-Class Infrastructure: Easy connectivity to global cities and a vibrant international community.
- Tax Benefits: Opportunities to optimize your tax obligations through Spanish incentives like the Beckham Law and favorable treatment under the U.S.-Spain Tax Treaty.
- Luxury Living: From exclusive real estate options to a thriving cultural scene, Mallorca provides a high standard of living.
At Lullius Partners, we ensure that your relocation to Mallorca is not only effortless but also tax and legally advantageous.
Our Specialized Services for American Clients
We offer a comprehensive suite of services designed to address the specific needs of Americans relocating to Spain, ensuring every aspect of your move is expertly managed:
A) Tax Planning & Optimization
- Strategic tax advice to minimize liabilities in both Spain and the U.S.
- Assistance with the Beckham Law, which can reduce Spanish tax rates significantly.
- Expertise in dual taxation issues under the U.S.-Spain Tax Treaty.
- Compliance with Spanish Wealth Tax requirements and strategies for exemptions.
B) Relocation Support
- Guidance on Digital Nomad Visas and other residency pathways.
- Legal support for families relocating.
C) Corporate & Real Estate Legal Advisory
- Establishing Spanish or cross-border companies, including corporate structuring and tax compliance.
- Legal counsel for purchasing luxury properties, handling due diligence, and managing property taxes.
- Structuring real estate investments to optimize returns while mitigating risks.
How We’ve Helped American Clients Thrive
Our work speaks for itself. Here are just a few examples of how we’ve successfully supported American clients:
- Maximizing Tax Benefits for a Relocating Entrepreneur
We assisted a tech entrepreneur from California in applying the Beckham Law, reducing their Spanish income tax rate while maintaining compliance with U.S. tax obligations. - Cross-Border Estate Planning for a Family Office
Designed an estate plan for a multigenerational family relocating from Texas to Mallorca, ensuring seamless wealth transfer and tax efficiency across borders. - Real Estate Investment for High-Net-Worth Individuals
Guided a New York-based couple through the purchase of a luxury villa in Mallorca, handling all legal aspects, including contract negotiations and tax optimization. - Business Expansion into Spain
Supported a U.S. business owner in establishing a subsidiary in Spain, ensuring compliance with both jurisdictions’ legal and tax requirements while aligning with their global strategy.
Our Distinct Advantage: Cross-Border Expertise
Integrated Cross-Border Expertise
A key differentiator is our collaboration with leading U.S. tax law firms, enabling us to deliver comprehensive, cross-border solutions. Whether navigating the complexities of U.S. expatriation taxes, complying with Spanish residency regulations, or managing dual-jurisdiction estates, our clients benefit from a seamless, integrated approach.
Unparalleled Local Knowledge
As a Mallorca-based firm, we understand the island’s unique legal, tax, and real estate landscape. Our team combines local expertise with a global perspective, making us the trusted partner for high-net-worth clients seeking the best of both worlds.
Why Lullius Partners?
With our headquarters in Mallorca and a global outlook, Lullius Partners combines local expertise with international reach. Whether you’re looking to optimize your tax position, invest in prime real estate, or establish a business presence in Spain, we deliver high-value, personalized solutions.
Let us guide you through every aspect of your relocation to Mallorca—so you can focus on enjoying your new Mediterranean lifestyle while we handle the complexities.
