The comprehensive verification, analysis and heritage protection service designed exclusively for Family Offices and large estates. A complete solution that replaces multiple specialist consultants.
A comprehensive service that combines 12 specialized services in a single package, designed to meet all requirements for verification and heritage protection
Comprehensive analysis of all your assets: real estate, financial, nautical, business participation, artwork and digital assets. Identification of hidden risks and optimization opportunities.
Complete review of the legal structure of its holdings, SPVs and investment vehicles. Validation of international fiscal compliance and detection of risks of fiscal transparency.
Technical and legal inspection of your entire real estate portfolio. Validation of titles, detection of hidden loads, analysis of pathologies and updated market valuation.
Complete boating (speed, motor, superyachts). Technical analysis, market valuation, documentation review and international regulatory compliance.
Independent evaluation of your portfolio of investments, business participations and investment vehicles. Validation of evaluations and detection of opportunities.
Analysis of your global corporate structure (holdings, SPVs, trusts). Fiscal optimization, asset protection and multi-jurisdictional regulatory compliance.
Preparation of expert evidence for international arbitration (ICC, LCIA). Reports with judicial validity and Apostille of The Hague. Expert testimony if necessary.
A senior expert will be your unique contact point for the 12 months. It will coordinate the entire multidisciplinary team and present you with customized executive reports.
For 12 months you will receive detailed quarterly reports on the status of your assets, relevant regulatory changes and strategic recommendations.
2-hour quarterly meetings with our management team to review strategy, resolve doubts and adjust the heritage protection plan.
Analysis of your exposure in cryptoactives, NFTs and digital assets. Validation of custody, security of wallets and regulatory compliance MiCA.
All reports and certifications issued with international judicial validity, legalizable via Apostilla de The Hague for use in 120+ countries.
The Family Office Package is designed exclusively for specific profiles with complex heritage needs
Family offices with heritages greater than 10M€ looking for a second independent and specialized opinion on its global structure and assets.
People with complex heritages (multiple properties, companies, international investments) that need an integral and professional vision.
People who have received a complex heritage and need to audit, organize and protect their new heritage professionally.
Entrepreneurs who are preparing the sale of their company or assets and need independent valuation and prior fiscal optimization.
A proven methodology that guarantees exceptional results at each stage of service
Signature of international NDA, initial meeting with your dedicated Account Manager, and definition of the specific scope according to your particular needs.
Week 1-2Our multidisciplinary team performs a complete analysis of all its assets, legal structures, fiscal compliance and risk exposure.
Weeks 3-8Detailed presentation of findings, identified risks and optimization opportunities. It includes prioritized action plan with specific recommendations.
Week 9-10We accompany you in the implementation of critical recommendations. We coordinate with your current advisors (lawyers, prosecutors, bankers) to maximize synergies.
Weeks 11-16For 10 additional months, we monitor your assets, send you quarterly reports and hold 4 strategic follow-up sessions.
Months 4-12Compare our service to traditional market alternatives
Ahorro mínimo del 90% respecto a consultoras tradicionales
“He creado el Family Office Package porque, tras 30 años de experiencia en peritaje internacional, he visto cómo grandes patrimonios pierden millones por falta de una visión integral e independiente. Las consultoras tradicionales fragmentan el servicio y multiplican los costes. Nosotros lo unificamos.
Cada Family Office Package es supervisado personalmente por mí. No delego la calidad. Si usted confía en nosotros con su patrimonio, yo confío mi reputación en entregarle el servicio más riguroso, discreto y completo del mercado internacional.
Esta no es una transacción comercial. Es una relación de confianza a largo plazo.”
Aurelio Tamarit Blay Fundador & Director Técnico Global · Prop Trust VerifiedNDA internacional firmado antes de cualquier intercambio de información. Protocolos de seguridad de nivel bancario. Su patrimonio y datos nunca serán compartidos con terceros.
Si tras la auditoría inicial (primeras 8 semanas) no está completamente satisfecho con el servicio, le devolvemos el 100% de su inversión. Sin preguntas, sin complicaciones.
No tenemos relaciones comerciales con bancos, aseguradoras, brokers ni ningún otro proveedor financiero. Nuestra única lealtad es con usted y la protección de su patrimonio.
Cada día que pasa sin una visión integral e independiente de su patrimonio es un día de exposición a riesgos innecesarios. El Family Office Package le da la tranquilidad de saber que cada activo, cada estructura y cada inversión está siendo supervisada por los mejores expertos internacionales.