A family office, kept small.
Sixteen advisers in Madrid and London look after families with money, property and heirs in both countries, some of them since 1987. Each family keeps the same partner from the first meeting on.
“One adviser who understands both tax offices. Our children will inherit without a fight with either.”
Example testimonial. Replace with a client’s own words, with their written consent.
1
Who signs your accounts.
A named lead adviser for every client, with a registration you can check on their page.
Thomas Ferris
Partner
Guild of Chartered Accountants no. 0000000 · Chartered Tax Circle no. 000000
Check
2
Plain answers to new rules.
Short guides written by the adviser who handles each subject.