Tax and wealth management services

At Value Tree, we offer a comprehensive tax and wealth management service designed to optimize, protect, and grow our clients’ assets from a holistic perspective.

We combine strategic tax planning with advanced wealth management, integrating advisory and execution within a single framework. This approach allows us to design tailored solutions and implement them with agility, precision, and full coordination with other departments.

Our service is available both to clients with managed portfolios and to those seeking independent tax and wealth guidance, always maintaining the same level of rigor, commitment, and excellence.

We support individuals, business families, and complex corporate structures across all dimensions of their wealth, including:

• Tax and succession planning, covering Wealth Tax, Personal Income Tax (IRPF), and Inheritance and Gift Tax.
• Tax optimization for high-net-worth individuals and family-owned businesses.
• Advisory on the expat tax regime (Beckham Law).
• Corporate restructuring (mergers, spin-offs, share swaps, consolidated groups).
• Design of group tax policies and corporate income tax planning.
• Advisory and representation in tax audits, collection procedures, and inspections.
• Defense in economic-administrative and contentious-administrative proceedings.

We accompany our clients from start to finish, integrating strategy, execution, and ongoing monitoring to ensure high-level tax and wealth management with legal certainty and a long-term vision.