Bringing Clarity to Complexity

Services

Asset Administration for Global Citizens

Since establishing our presence in Marbella, we have dedicated ourselves to sharing our extensive experience and financial expertise with international clients. We serve high-net-worth individuals and families with properties and assets in Spain and abroad, who seek efficient, comprehensive administration solutions.

01

Administrative Family Office

As an administrative multi-family office, we support our clients with every aspect of wealth creation, preservation and transfer across generations. We employ cutting-edge strategies and tools to synthesise complex data and analyse our clients’ assets.

02

Consolidated Wealth Reports

This service is unique to Atlantic Advisors and created for the specific needs of the dynamic, globally focused high-net-worth client. We analyse all assets, both financial and non-financial, giving a holistic view of a client’s overall wealth in one simple report.

03

Assistance for Newcomers to Spain

We ensure coordinating with external service providers such as financial institutions, legal and tax advisors, notaries, fiduciaries, agents, and more, creating an efficient experience that maximises both time and resources.

Working with us

01.

Get In
Touch

Start by filling out the form below, call, email or WhatsApp us to take the first step in your Spanish asset administration journey.
02.

Schedule a First Meeting

The first meeting is an opportunity for us to fully understand your unique situation, while also giving you the chance to get to know us and feel comfortable with the process.
03.

In-Depth Analysis

We will carry out a thorough analysis of your assets in Spain, providing you with a clear understanding and the tools to identify opportunities for growth and optimisation.
04.

Strategy Development

With our meticulous approach, we craft tailored strategies that align with your goals and are responsive to both market dynamics and your personal circumstances.

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