Investors, family and wealth

Support in preparing your relationship with financial institutions and with account-opening procedures, subject to their requirements and approval.

We extend your residence to your spouse and dependent children, and manage the periodic renewals of existing permits in advance so your legal status in the country is never interrupted.

We analyse your tax position —corporate and personal— to optimise your tax burden within the Andorran legal framework: company structure, deductions applicable to Corporate Income Tax and IRPF planning if you are tax resident in the country. Ongoing advice, not just at year-end.

We design the family protocol and succession plan that structure the transfer of ownership and management between generations: who decides, how the capital is divided and what mechanisms prevent future disputes between heirs. In Andorra, this process benefits from a tax framework with no inheritance tax, but it demands planning as rigorous as any corporate transaction.

We take an active part in boards of directors and committees —as independent directors or technical secretaries— bringing an outside perspective and rigour to decision-making. We complement that presence by designing the framework that supports it: board composition, internal regulations, specialist committees (audit, remuneration) and the articles of association and shareholders’ agreements that give legal certainty to every resolution.

We provide technical and economic support in court proceedings and arbitrations: calculation of damages, economic and financial expert reports, and assistance as an expert witness. Rigorous analysis that withstands scrutiny from the opposing party and the court.

We step in when partners or shareholders are in conflict—management deadlocks, disagreements over profit distribution, capital exits—seeking mediation first and, where necessary, supporting you through arbitration or court proceedings. The aim is always to protect the business, not just to win the dispute.

We identify suitable commercial partners, sector mentors and technology allies and put entrepreneurs in touch with them to accelerate the project’s development, bringing more than capital: market knowledge and access to a network of contacts.

We support you throughout the process: defining the sale or purchase strategy, a confidential search for a counterparty, negotiating terms and legally structuring the deal (LOI, SPA, shareholders’ agreements, earn-outs) through to completion. A process in which each stage —from first contact to signing before a notary— determines the success of the next.

We carry out an in-depth review of the target company’s financial statements, tax contingencies, key contracts, employment situation and legal matters before any deal is closed. We identify not only risks but also price adjustment levers and protective clauses to be negotiated in the sale and purchase agreement.

We analyse the technical, commercial and financial feasibility of a project before capital is committed: target market sizing, cost structure, break-even point and sensitivity to different scenarios. A rigorous filter that avoids investing time and resources in projects that don’t stand up to analysis.

We actively monitor the investment once it has been made —business or property— tracking returns and operational milestones and reporting regularly to the investor, to ensure the project progresses as planned and to anticipate deviations in time.

We identify and negotiate investment opportunities —business and property— aligned with the investor’s profile, available capital and time horizon, acting as their agent throughout the search and initial contact. An origination service that links naturally with our Business Sales and Acquisitions area and our Estate Agency.

We apply recognised methodologies —comparable multiples, discounted cash flow (DCF) and precedent transactions— choosing in each case the combination best suited to the sector and the purpose of the valuation: sale, succession, new partners joining or litigation. The result is a report that stands up before a buyer, a bank or a court, not an indicative estimate.