Our Family Office is at the heart of our service offering. It is designed to cover everything you would want from your own family office and a lot more. Family office can offer a hub of knowledge, experience and operational capability, which can support the requirements of the family across the whole range of their affairs, from long-term planning to routine transactions and administration.

With all the negative publicity surrounding offshore trusts, it would be easy to think that the days of the trust are over, that the risks and costs now outweigh the benefits and that wealthy families will be looking for alternative ways of holding their assets.

The trust has survived many previous attacks, mainly because it has numerous legitimate uses and is a superb vehicle for family succession planning. It is obviously true that increased regulation has added to costs, that the demand for transparency has diminished financial privacy and that increasingly determined tax authorities are curbing the ability of offshore structures to avoid tax. However, there remain many legitimate and compelling reasons for settling assets into a trust, which have perhaps been temporarily obscured by the highly negative and illinformed press, associating all offshore trusts with money laundering and tax evasion.

The reality is that a small number of participants have helped to give the whole sector a bad press, by taking on clients whom most would regard as unacceptable.

The number of international regulatory changes in the past two years is unprecedented, with new AML regulations, EU Directives, transparency initiatives, exchange of information and the ability of foreign tax authorities to learn the identity of beneficiaries. These include the US Foreign Account Tax Compliance Act (FACTA) and the OECD’s Common Reporting Standard (CRS), both of which are threatening the privacy we have taken for granted for so long. The cost implications of these new initiatives are substantial, with all the obligations for enhanced due diligence, disclosure and reporting.

Functions of a family office

‘Family Office’ is a flag flown by a wide range of organisations. It is taken here to describe a multi-disciplinary platform that enables families to identify and achieve their strategic goals.

A true Family Office will play a key role in determining the ‘family approach’ to a wide range of affairs, including inter alia:

  • Family governance
  • Fiduciaries
  • Legal and tax planning
  • Aggregated reporting
  • Family business
  • Property investment and management
  • Banking and cash management
  • Philanthropy
  • Portfolio investments

Our Main Services

  • Legal Consultation
  • Expert Fiduciary
  • Administrative Services
  • Legal & Tax Advisory
  • Family Office

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Wealth Planning

Good wealth management involves constant anticipation in order to make the best structural choices and help clients through planning.

Proactive & Practical

Your relationship with Laduchi Wealth Planning can be as required to meet your needs and to support your existing financial relationships

Contact Information

Laduchi is authorised and regulated by the Laduchi Capital S.L © registered in Spain (Company CIF: B67056862)
with a registered office at Barcelona, C/Rita Bonnat 5, Local