A starting point
All the wealth and the family, in a single document.
What you have, who decides and what to do first.
Wealth and family diagnosis
Before planning anything, you have to know what there is. The diagnosis is a family’s first engagement with us: limited in scope, with a deadline and a document at the end.
We gather what you have, put it in order in writing and give you back a roadmap with the order of work. From there, the family decides whether to continue with us.
- Type of engagement
- Fixed-scope project
- Indicative timing
- Usually four to six weeks from the day you hand us the documents.
- Fees
- In writing, before we start
- Who provides and signs
- Pearson Specter, with the specialists from our associate firms that the engagement requires. If the diagnosis calls for a legal document, a qualified lawyer drafts and signs it.
When it is needed
- You have never had a complete view of what the family owns
- You have just inherited, sold a company or received a major transaction
- You are about to change residence, institutions or advisers
- There are assets or companies that no one else in the family knows about
Why it matters
A fixed-scope engagement
Scope, timetable and deliverables set before we begin.
No commitment to continue
At the end, the family decides what to do with the plan.
What is included
- An inventory of assets, companies, accounts and obligations
- A family map: who is who and who decides
- A risk sheet: tax, succession, structure and liquidity
- A 12–24 month roadmap, with the order of work
- A feedback meeting with the family
What is not included
- Carrying out the plan’s measures (gifts, wills, deeds): these are separate engagements
- Recommending investment products or managing your money
- Drafting legal documents: these are drafted and signed by a qualified lawyer
Who it is for
- Families with wealth of €500,000 or more who have never put it in order
- Anyone inheriting, selling a company or changing residence who needs a complete picture
How it starts
A first meeting, confidential and with no commitment, with whoever makes the decisions in the family. Then you hand us the documents and we prepare the inventory.
What to bring- Your latest income and wealth tax returns
- Property deeds and statements from accounts and institutions
- Articles of association and organisation chart of the companies
- Current wills, powers of attorney and marriage settlements
What you receive
- 01Written inventoryEvery asset, company, account and obligation, with its owner.
- 02Family mapWho is who, what is in each person’s name and who decides.
- 03Risk sheetIn four sections: tax, succession, structure and liquidity.
- 04RoadmapOver 12–24 months, with the order of work and the dates.
- 05Feedback meetingWith the whole family, to explain the diagnosis and agree the next steps.
Frequently asked questions
Does the whole family have to come?
For the first meeting, whoever makes the decisions is enough; the feedback meeting is with the whole family.
What about what I have outside Spain?
It goes into the inventory and into the calendar of obligations in each country.
Do I have to continue with you afterwards?
No. The diagnosis is a fixed-scope engagement: with it in hand, you decide whether to continue and with whom.
How are fees set?
In writing and before we start, with the scope and the timetable. It is a fixed-scope engagement.
“First, know what there is. Then, decide what to do with it.”
Guidance only. Legal documents are drafted and signed by qualified lawyers.
Related in other areas
Other services in this areaPrivate Clients
A conversation, whenever you decide.
We reply to every enquiry within 24 working hours, in strict confidence.
The first thing we will ask for: your latest income and wealth tax returns.