Committed to Helping Our Clients
About Us
Your Trusted Partner
Global Proficiency and Professionalism, Based in Spain
As a boutique multi-family office and subsidiary of the Switzerland-based Atlantic Financial Group, we combine personalized expertise with a global presence.
Our services range from asset administration to family governance, and we particularly excel in consolidated wealth reporting. By analysing both financial and non-financial assets, we create a single, comprehensive report that provides a clear, holistic view of a client’s global wealth, empowering them to make informed decisions with confidence.
Located on Marbella’s prestigious Golden Mile, our multilingual team speaks English, French, German, Spanish, and Italian.
Our office in Marbella offers non-regulated asset administration and asset reporting services and is therefore not regulated nor supervised by any competent financial markets authority.
Professionalism and Thoroughness
We know that High Net Worth Individuals and their families are accustomed to an extremely high level of professionalism in asset transactions, administration and wealth planning. Atlantic Advisors was created to provide the same level of meticulous organisation and control for assets in Spain and abroad.
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Our multi-cultural, multi-lingual team ensures that we can serve as an effective conduit between wealthy families and their Spanish assets/service providers.
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From the initial identification and negotiation with service providers to continuous management and support for new ventures, we ensure a seamless and comprehensive service experience throughout.
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Our goal is to ensure that every aspect of your assets is handled with precision and care, aligning with your expectations and goals.