💼 Case Study 2: Fernán and Antonia

📌 Fact Sheet:

🔹 Type of Client: Active Retired and Investing Couple.

🔹 Estimated Assets: US$11.5M (Eleven Million Five Hundred Thousand Dollars).

🔹 Primary Residence: 🇪🇸 Madrid, Spain.

🔹 Secondary Residence: 🇺🇾 Punta del Este, Uruguay.

🔹 Main Need: International estate planning and legal protection of real estate.

🔹 Service Used: Consulting for Qualified Investors – VIP Private Signature Plan (In-Person).

🔹 Project Duration: 6 weeks (in-person consulting and remote follow-up).

💬 Introduction:

Fernán and Antonia have always valued discretion. With real estate and investments in three countries and decades of successful work, they knew that their wealth would grow — but so would the risks.

With adult children and decentralized assets, they sought our consultancy in search of real protection and an intelligent succession plan.

🧭 Challenges Faced:

🔹 Lack of a clear succession plan.

🔹 Concern about unprepared heirs.

🔹 Fear of family conflicts and asset vulnerability.

🔹 Legal exposure with assets in multiple countries.

🔹 Insecurity regarding international tax and legal standards.

🔑 Strategic Solution Developed:

✅ Complete restructuring of holdings in international holding companies compatible with the couple's profile.

✅ Implementation of a legal, tax and emotionally viable succession plan.

✅ Transfer of part of the assets to vehicles with protection against litigation and confiscation.

✅ Private guidance sessions for children, aiming at succession preparation and maturity.

✅ Creation of a lifetime income strategy integrated into the long-term plan.

📈 Concrete Results:

✅ Real legal security over global assets.

✅ Connection between legacy, governance and family values.

✅ Effective protection against personal and external risks.

✅ Living structure, with flexibility and generational continuity.

✅ Peace of mind with defined, structured and protected succession.

“ We no longer wanted to go to sleep with the feeling that everything could collapse with an accident or a dispute. Now we know that our assets have a basis, a destination and a purpose. ” — Fernán and Antonia (🇪🇸 Madrid, Spain & 🇺🇾 Punta del Este, Uruguay) - VIP Client