Expert Administrative Support for Global HNW Families and Individuals in Marbella

Our Services

At Atlantic Advisors, we bring clarity to the complexity faced by our globally focused, high-net-worth clients. We offer consolidated wealth reports, as well as expert administrative services across all aspects of wealth creation, preservation, and transfer.
Administrative Family Office

We provide tailored support for the administration of assets and contracts while collaborating with trusted external professionals. These include financial institutions, legal and tax advisors, notaries, fiduciaries and insurers.

Consolidated Wealth Reports

We conduct in-depth, consolidated reporting covering multiple asset types. This report is unlike anything else offered by financial institutions or other service providers, giving a holistic view of a client’s overall wealth.

Assistance for Newcomers to Spain

We assist newcomers to Spain in identifying suitable service providers, negotiating contracts, and facilitating communication with various professionals.

Atlantic Advisors Spain SL does not provide any regulated financial services, nor does it market banking or investment services or products.

Why Choose Atlantic Advisors

We help navigate the complexities of managing wealth within a global context, providing expert guidance in asset administration and bringing clarity with our consolidated wealth reports. Our profound understanding of Spain’s legal, tax, and technical frameworks is complemented by our extensive reach and parent company in Switzerland.

Track Record

Founded in 2014, Atlantic Financial Group, to which Atlantic Advisors Spain SL forms part, has established a successful presence in various international financial centres.

Comprehensive Management Capabilities

Our management and administration capabilities encompass a comprehensive understanding of legal, tax, and technical issues.

Local and International Expertise

We have a strong local presence, are native Spanish speakers, and possess deep insights into Spain's operations. At the same time, we are fully equipped to navigate diverse languages and legal frameworks with ease.

How We Can Help You

Atlantic Advisors is committed to offering continuous administrative support throughout your investment journey in Spain. From embarking on new real estate ventures to administering existing assets, we provide expertise, support, advice and guidance every step of the way.

Have You Got a Question?

Contact us today to take the first step towards optimised asset administration tailored specifically for your unique requirements. 

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