FAMILY OFFICE

Services

Mallorca Capital has a division focused on providing comprehensive or partial advisory services to families / institutions, or helping entrepreneurs in their business growth or consolidation processes.

For this purpose, we provide the following comprehensive services regarding this advisoty programs:

  • Checkup and Diagnosis: comprehensive analysis of the current wealth / investments / real estate position. 
  • Roadmap: preparation of the strategic investment  plan. 
  • Negotiation of the best conditions with banks. 
  • Supervision or active management of assets. 
  • Consolidated reporting of all investments, including analysis of returns and risks. 
  • Implementation, together with the client’s legal and tax advisors, or those of Mallorca Capital, of efficient invesmtent / holding structures.
  • Assistance, if requested, to the Family Council. 
  • Design of training line for different family members. 

     

    We also provide partial wealth advisory services to families or institutions:  

    • Collaboration in the preparation of a wealth Planning Roadmap. 
    • Opinion on the economic situation and financial markets to help in decision making. 
    • Monitoring and supervision of external wealth managers. 
    • Consolidated reporting of all investments, including profitability and risk analysis. 
    • Assistance, if requested, to the Investment Committee.

    The provision of any of the services related to investments regulated by the CNMV or the DGS, and for which a specific trading platform is needed, will be understood to be carried out exclusively with Mapfre, and its companies, trrough the existing agreements with the members of the team of Mallorca Capital qualified for this purpose

    In addition to adivisory mentioned, we can also be involved as corporate advisors in the companies or business lines of interest that our clients may have, thus, collaborating in the growth/stabilization or cost control phases:
    • Assistance to Boards of Directors. 
    • Collaboration at a corporate level: Strategic commercial advisory, search for financing, access to capital markets, divestments of non-strategic parts, control of the business plan, valuations, accounting, legal, and others. 

    We provide legal advice through our agreement with The Legal Partner

    Thus, we include in our comprehensive or partial advisory, the following areas of services with a multidisciplinary, close and cutting-edge profesional leagl advice model:

     

    • Societary Law 
    • Tax Law 
    • Accounting 
    • Labor law and social security 
    • Civil law 
    • Economic Criminal Law 
    • Yachting 
    • Legal M&A 
    • Start up entrepreneurs 
    • Digital Economy 

    The provision of any of the services related to investments regulated by the CNMV or the DGS, and for which a specific trading platform is needed, will be understood to be carried out exclusively with Mapfre and its companie, through the existing agreements with the members of the team. of Mallorca Capital qualified for this purpose.

    INFORMATION REQUEST

    If you would like additional information about the specific or comprehensive services that we can offer to your company or holding / wealth structure, do not hesitate to contact us.

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