Family Business & Wealth · Lawyers in Madrid
An area the firm handles with confidentiality standards stricter even than those applied to the rest of our practice, combined with technical rigour and integrated tax analysis to ensure that all legal, tax and family governance implications are properly addressed.
Family business
We support family businesses throughout their life cycle, with particular focus on:
- Family charter: drafting, review and updating.
- Business succession and generational handover.
- Corporate structures for family control and tax efficiency.
- Shareholders’ agreements between family members.
- Governance of family-owned companies.
Personal and family wealth
We advise individuals with significant wealth on its organisation, protection and transfer, integrating Spanish and international tax analysis. Holding structures, succession planning and transfer to the next generations.
Confidentiality as a principle
Work involving family wealth and family businesses requires particularly strict standards of confidentiality and discretion, stricter than those applied to other matters. This requirement lies at the heart of the boutique-firm model.
When we can help
Typical scenarios:
- Your family business needs a charter, or a review of the existing one.
- You are planning an orderly business succession across generations.
- You want to structure family wealth, integrating legal and tax aspects.
- You need a shareholders' agreement between family members or with outside investors.
- You are considering the orderly exit of a branch of the family from the business, or the buy-back of equity interests.
Clients we typically advise
- Family businesses in the first, second and third generation.
- Family offices and significant private wealth.
- Individuals planning their succession with a diversified asset base.
- Spanish family holdings with international assets.
Scope of practice
The firm does not handle matters of family law in the strict sense — divorce, custody, child support, the general matrimonial property regime. For those matters we refer clients to specialists. Our work in this area focuses exclusively on the family wealth and family business dimension.
Useful initial documents
For an initial assessment:
- Current corporate structure of the family business.
- The relevant family tree.
- Existing documents (charter, prior agreements, by-laws).
- Approximate wealth inventory by person or entity.
- The client’s objectives for the next generation.
Let's discuss your matter
A first meeting to understand the case and give you a clear starting view. Free of charge and without obligation.
Request an initial meeting