What is a family office and why LEONIUS Family Office?

A family office is a private entity supported by highly qualified professionals who assist a family with business structuring, estate planning, trust services, financial management, income tax, investment management, philanthropic endeavors and all other financial needs.

The purpose of a family office is to grow and preserve family wealth in a safe and tax-efficient manner.

Leonius Family Office is a Mallorca-based family office specialist that assists its sophisticated clients with complex wealth issues. It a leading provider of family office services in Spain, with local focus Balearic Islands (Mallorca, Ibiza,…) Barcelona and Madrid for international clients. The company offers comprehensive family office services, including the establishment of family office structures, management of companies and trusts, investment management, fiduciary services and tax compliance.

LEONIUS Family Office takes a holistic and multidisciplinary approach to developing solutions that enable family office clients to protect and manage their wealth for current and future generations.

Our primary goal is to protect and grow your wealth.

 

Benefits of the Family Office

– The benefits of a well-structured and managed family office include:

– An integrated plan for a family’s overall financial affairs, including investments, wealth transfer strategies, proactive tax planning and optimal ownership structures.

– A comprehensive investment policy and procedures that ensure effective diversification, appropriate return benchmarks and consolidated performance reporting.

– A comprehensive approach to risk management to identify, assess, and control threats to family assets.

– A strategic approach to family philanthropy

– The continued availability of highly skilled professionals

– Management of economic and personal risks to the family

– Maintaining the confidentiality and privacy of family affairs

– Leveraging economies of scale such as preferential access to investments and fee reductions.

 

Cost-effective structures

Whether on the brokerage or banking side. For will assist you in finding the best possible cost structure for your venture. This is especially true for real estate purchases and sales in Mallorca and Ibiza.

 

Philanthropy

Philanthropy services for wealthy individuals or families include designing and managing charitable organizations.

Philanthropy structuring allows our clients to make tax-deductible donations to support their philanthropic endeavors.

 

Structuring

The firm’s structuring services design and establish local and international estate structures in a secure and tax-efficient manner that meets the unique needs of each client, their family and their assets.

 

Tax

The firm’s tax services include filing annual and provisional tax returns, bookkeeping, assisting with tax audits, preparing tax opinions, managing inquiries, tax registration and any other tax services relevant to our clients. This includes, among others, the incorporation of a Spanish S.L. or S.A..

 

Within the scope of our range of services, we rely on the basic building blocks of trust and discretion, always offering highly individualized and customized solutions for our clients.

We are convinced that it is indispensable to be committed to only one client. This is the only way that your interests, as a demanding client, can be fully realized as effectively and efficiently as possible.

Independence, discretion and trust are elementary building blocks of our corporate philosophy. They shape our daily work.