Protegemos su patrimonio y aseguramos que su legado perdure por generaciones
Our Heritage
At Heritage Advisory, we are dedicated to helping families protect, grow, and pass on their wealth with confidence. Based in Spain, our family office provides discreet and personalized solutions in investment management, estate and succession planning, tax strategy, and philanthropy. We act as a trusted partner, aligning your financial decisions with your values and long-term goals.
Our mission is to simplify complexity, safeguard your legacy, and empower future generations. With a global perspective and a deep respect for tradition, we ensure your wealth serves not only your family today but for decades to come.
Legacy
Capturing timeless moments that reflect enduring heritage
"Legacy is more than wealth — it is the values and vision you leave behind. We help transform your success into a foundation for generations to come."
"True legacy is built with intention, not chance. We design strategies to preserve your family’s wealth and influence for decades ahead."
Our Location
Based in Spain, Heritage Legacy Partners blends tradition with global insight to serve families worldwide with personalized wealth advisory.
Address
Madrid, Spain
Hours
Mon-Fri 9-18
