Welt Investment Group outlines key wealth management strategies in Spain, including tax optimization, estate planning, and multi-asset investment portfolios.
Spain offers a stable, opportunity rich environment for wealth management—but success requires expert navigation of taxes, legal frameworks, and investment options.
Wealth Management Defined
- Managing, growing, and protecting your wealth
- Beyond investments: legal, tax, and estate planning
- Tax-efficient investment structuring
- Succession and estate planning
- Real estate advisory and asset protection
- Family office and fiduciary services
- Understanding Spanish tax law (IRPF, wealth tax, etc.)
- Navigating cross-border implications (residency, double taxation treaties)
- Personalized wealth plans
- Ongoing portfolio reviews
- Coordination with legal and tax advisors
- High confidentiality and service integrity
