Wealth Management in Mallorca
Protect and grow your capital with a specialized wealth advisor.
At Benavides Asociados, we understand that your assets are the result of your effort and a key part of your legacy. Beyond the numbers, it’s about your peace of mind and the security of your future and that of your family.
As experts in the field, we specialize in offering an integral solution for the management of your assets. Our multidisciplinary team accompanies you every step of the way, designing a personalized strategy that not only protects your wealth but also optimizes its growth over time.
If you are looking to optimize the tax burden of an inheritance, plan the transition of a family business, or simply ensure the efficient management of your assets, we are here to give you the clarity and legal security you need. Your peace of mind is our priority.
What is wealth management and why is it vital?
Wealth management is the comprehensive strategy that allows you to organize, protect, and optimize all your assets—properties, investments, inheritances, etc.—with a long-term vision. It’s about making informed decisions today to ensure the financial stability of your future and that of your family.
In a constantly changing legal and tax environment, having a wealth manager is essential. This professional not only helps you navigate the complexity of regulations but also acts as a strategist to prevent problems before they occur, such as family conflicts or excessive tax burdens in a succession.
Our wealth management services
in Mallorca
We simplify inheritance management so that asset transfer is a clear and stress-free process. Our team of experts helps you reduce inheritance tax and plan succession to avoid family conflicts. Ensure your assets are transferred efficiently, protecting your loved ones and your legacy.
A good wealth manager is characterized by providing a smart tax strategy that offers asset protection. We help you optimize your tax burden and make informed investment decisions, adapting to current regulations. Our goal is to be your strategic ally so you can achieve your long-term financial goals.
The real estate market in Mallorca has great opportunities and challenges. We offer specialized legal advice for investors, assisting at every stage: from buying and selling and managing rentals to the legal structuring of your properties. We simplify the process so your investment is always protected.
The assets of a freelancer or SME are directly linked to their business. At Benavides Asociados, we offer comprehensive management that goes beyond daily accounting. We help you organize and protect your assets, planning the transition or succession of the business to ensure a smooth and seamless continuity.
Why choose Benavides Asociados?
- Comprehensive 360° approach. We unify legal, tax, and accounting advisory services in a single office.
- Personalized attention. We focus on offering you tailor-made solutions, adapted to your situation.
- Clarity and professionalism. We give you the legal certainty you need with clear and transparent communication.
FAQs
How to pay less tax in an inheritance?
There are legal strategies to reduce the tax impact, such as planning donations during your lifetime and taking advantage of regional allowances.
How can inheritance tax be reduced in the Balearic Islands?
By applying available tax reductions, such as the bonuses for kinship or the exemption for the main residence.
How long do I have to process an inheritance?
The legal deadline for settling Inheritance Tax is 6 months from the date of death, although an extension can be requested.
How much does a wealth management service cost?
The cost of wealth management varies depending on the complexity and scope of the services you need. Instead of a fixed fee, we work with personalized quotes, tailored to your unique situation. The cost is determined after an initial analysis of your assets and goals. We invite you to an initial free and no-obligation consultation so we can evaluate your case and offer you a clear and transparent proposal.
Do I need a large fortune to hire a wealth manager?
Absolutely not. Wealth management is not an exclusive service for large fortunes. In fact, it’s designed to help anyone—freelancers, SMEs, and individuals—organize and protect their assets, regardless of the amount. Our goal is for you to take control of your financial future, ensuring your assets grow in an orderly and secure way over the long term.
What is the first step to start planning my assets?
The first step is an initial consultation. We offer you a free meeting so you can tell us about your situation and your goals. In this meeting, we will analyze your needs and explain how we can help you build a personalized plan for the management and optimization of your assets. Peace of mind begins with a conversation.
Can I hire your services for a specific issue, such as a donation or the sale of a property?
Yes, of course. Our approach is comprehensive, but we are also at your disposal to advise you on specific situations that require our legal and tax expertise. If you need help with the management of a donation, the processing of a property sale, or any other specific matter, our team will provide you with the support you need.
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