TAILORED LEGAL SOLUTIONS

Family Office Structuring in Spain

Vicox Legal’s team helps you build the legal foundations for lasting family wealth. We advise entrepreneurs, high-net-worth individuals, and international families on designing tailored family office structures in Spain. Whether for a single family office or relocating your family’s interests to Spain, we provide strategic legal guidance adapted to your objectives.

Step guide

The Family Office Framework

01

Initial Consultation

We begin by understanding your family’s objectives, existing asset structure, international footprint and long-term succession goals. This allows us to identify the legal, tax and governance considerations that will shape the most appropriate family office structure.

02

Legal & Wealth Assessment

Our multidisciplinary team conducts a comprehensive review of your existing wealth structure, including:

  • International investment portfolios
  • Real estate holdings
  • Corporate shareholdings
  • Private equity investments
  • Venture capital investments
  • Digital assets and cryptocurrencies
  • Yacht and aircraft ownership
  • Philanthropic initiatives
  • Existing governance structures
  • Cross-border tax exposure

This assessment enables us to identify legal risks, inefficiencies and opportunities for long-term wealth preservation.

03

Structuring Strategy

Following our assessment, we prepare a tailored legal strategy covering:

  • Recommended family office model
  • Corporate structure
  • Governance framework
  • Succession planning
  • Asset protection measures
  • Tax coordination
  • International compliance considerations

Our objective is to create a structure that supports both current and future generations while remaining flexible as family needs evolve.

04

Implementation

We coordinate the implementation of the approved structure, including corporate vehicles, governance documentation, shareholder agreements and coordination with accountants, private banks and investment managers.

05

Ongoing Advisory

Once the structure is in place, we continue providing strategic legal support as your family office evolves, ensuring ongoing compliance, efficient governance and long-term wealth protection.

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In memory of Vicente Ortiz padre, who built the foundation we work on.
SERVICES WITHIN THIS PRACTICE

What services we offer?

Family Office Structuring

We design bespoke family office structures tailored to the size, complexity and objectives of each family.

Whether establishing a Single Family Office or evaluating a Multi Family Office model, we provide legal guidance to create an efficient governance framework that protects wealth across generations.

Corporate & Holding Structures

We advise on the creation and implementation of:

  • Holding companies
  • International corporate structures
  • Family investment vehicles
  • Cross-border ownership structures

Our objective is to ensure efficient governance, asset protection and long-term flexibility.

Governance & Succession Planning

We help families establish clear governance frameworks by advising on:

  • Family constitutions
  • Shareholder agreements
  • Succession planning strategies
  • Decision-making processes
  • Long-term family governance

These structures help preserve stability as future generations become involved.

Asset Protection & Tax Planning

Our multidisciplinary team advises on:

  • Asset protection strategies
  • Cross-border tax planning
  • International wealth structuring
  • Pre-relocation tax planning
  • Compliance with Spanish and international reporting obligations

Every recommendation is designed to minimise legal risk while supporting long-term wealth preservation.

International Relocation

For families relocating to Spain, we provide legal advice covering:

  • Asset restructuring before relocation
  • Family holding structures
  • Corporate reorganisations
  • International investment coordination
  • Real estate acquisitions
  • Succession planning before becoming Spanish tax residents

Early planning often produces significantly better legal and tax outcomes.

Coordination with Professional Advisors

We work alongside:

  • Investment managers
  • Private banks
  • Accountants
  • Tax advisors
  • Financial consultants

to ensure every aspect of the family office operates within a coordinated legal strategy.

PRIVATE CONSULTING

Every family office requires a bespoke legal strategy.

At Vicox Legal, we provide confidential, partner-led legal advice tailored to entrepreneurs, business owners, high-net-worth individuals and international families with complex cross-border wealth structures.

Our private consulting may include:

  • Family office design
  • Wealth structuring
  • Holding company implementation
  • Governance frameworks
  • Succession planning
  • Asset protection
  • Cross-border tax coordination
  • International relocation planning
  • Digital asset structuring
  • Ongoing strategic legal advisory

Our multidisciplinary approach combines expertise in private wealth, corporate law, international tax and digital assets to help families protect, manage and transfer wealth efficiently across generations.

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A 30-minute private consultation. We name the matter back to you in one sentence before proposing scope. We quote the fee before any work begins. If we cannot help, we say so.