Wealth Management

The firm has a division specialised in advisory services on estates, the Wealth Management Division, comprised of an organised multidisciplinary team that works with a strong focus on the client. All of its members amass broad experience in their respective disciplines in consultancy to these types of clients, on a domestic and international level.

The BROSETA Wealth Management Division serves important clientele comprised of prominent family offices, financial institutions, estate managers, world-class athletes and other persons who require a highly specialised service.

It furthermore serves clients with international service needs because they have estates or family relations in several territories, about which it has the knowledge and contact with a broad network of firms specialised in this type of clients and subjects in a broad number of territories.

As part of the advisory services provided by the firm through its Wealth Management Division, worthy of mention is the planning and advice on tax matters, with special emphasis on the special taxes and schemes that impact these types of clients and on the products and assets offered to them; commercial aspects in general; real estate investment, particularly investment properties; regulatory commercial matters on institutions subject to supervision by the Bank of Spain, the Spanish National Securities Market Commission or the Directorate General of Insurance; Civil Law matters, with special emphasis on family and inheritance issues.

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