Outcome-driven, not tax-driven

Your goals and personal philosophy toward taxes are unique and may change over time. For many families, income tax planning and estate tax planning are key components in a financial plan.
Our recommendations are outcome-based, not tax-driven. We allow your goals and values to dictate the best tax strategy. Our financial planning clients rely on us for comprehensive solutions that take into account annual income and capital gains taxes, gift taxes and estate taxes now and in the future.

Truly integrated tax planning

Investment planning, tax planning and estate planning should never occur in isolation, so tax awareness is woven throughout our services. At Laduchi, our experts stay on top of the latest tax laws and work together to develop comprehensive strategies focused on after-tax results.

Estate tax planning

We help determine when and how to transfer assets to a charity or to family members in a way that minimizes the tax burden for all parties.

Tax-planning strategies

As an investment management firm, we carefully consider the tax consequences of dividends, income and capital gains for each client portfolio.

The tax planning strategies we use include:

  • Matching tax-generating assets with tax-advantaged accounts.
  • Offsetting gains with losses whenever appropriate.
  • Using tax-exempt and tax-advantaged investments as warranted.
  • Selecting top-performing asset managers who actively seek to minimize capital gains and dividend distributions.
  • Closely monitoring the after-tax return on your investments and reporting taxable distributions to your accountant.

Our Main Services

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

We're in Social

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

Helpfull Links

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