A comprehensive service
for your family
Wealth Management
Global supervision of your assets: financial, real estate, business participations and alternative assets. Monthly consolidated multi-currency reporting.
Succession Planning
Structuring of intergenerational transfers. Andorra applies no inheritance tax. Trusts, foundations and gifts — advised and coordinated.
Holding Structuring
Creation and management of Andorran holding structures for asset holding and transfer. Legal tax optimisation and preservation of family wealth.
Multi-Jurisdictional Coordination
Single point of contact with all your providers: banks, asset managers, notaries, lawyers across different countries. One contact, zero complexity.
Reporting & Governance
Consolidated wealth dashboards, quarterly reporting to family members, family governance charter and family council.
Additional Services
Philanthropy and foundations, property management (via Nest Immo), life insurance and pension planning, trusts and wealth protection structures.
Family Office FAQ
Preserve and transfer
your family wealth
A first confidential meeting to analyse your wealth situation and family objectives.