Marta Aparicio
Senior Associate
Tax, Private WealthPractice area
Private Wealth
The best wealth structures begin with the family, its ambitions and its responsibilities — not with a jurisdiction.
We advise high-net-worth individuals, international families, family offices, entrepreneurs and family-controlled businesses on the structuring, protection and transfer of global wealth.
More than 80% of our client base has connections to more than one jurisdiction. Spanish residence, investments or family relationships therefore sit within a wider picture that may include trusts, foundations, companies, real estate and beneficiaries across several legal systems.
Our work brings together tax, succession, ownership, governance and reporting. We begin with the family’s objectives and responsibilities, then design a structure that is understandable, proportionate and able to adapt as residence, investments and generations change.
We coordinate closely with existing lawyers, accountants, trustees, investment managers and family-office professionals. Where additional advice is required, we select independent overseas advisers for their expertise and suitability to the family rather than for membership of a fixed network.
The result is one coherent private wealth strategy: technically robust, practical to administer and sensitive to the family’s identity, privacy and long-term continuity.
Work highlights include advising:
- US citizens and expatriates on coordinated Spanish tax and estate planning.
- A US citizen on the tax-efficient receipt of capital distributions from an established offshore structure.
- A high-net-worth individual on pre-arrival planning, the Beckham Law, investments, trusts and control of non-Spanish companies.
- An international family on the most efficient ownership structure for valuable US real estate.
- A family connected to several jurisdictions on the comparative use of trusts, foundations and family investment companies.
- A private internationally mobile family on transferring wealth from a successful operating business to the next generation.
- International clients on property-business structures that ring-fence assets and allow efficient reinvestment and profit extraction.
- The reorganisation of a family real estate business while preserving access to the Spanish Wealth Tax exemption.
A private wealth structure should be capable of being understood by the family, administered without unnecessary friction and sustained through changes of residence, investment strategy and generation.
The Lullius approach
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