STRUCTURE & COORDINATION
STRUCTURING FOR PRIVATE CLIENTS REQUIRES AN UNDERSTANDING OF THEIR NEEDS CONSIDERING THE CHALLENGES THAT ARISE FROM CONSTANT CHANGE IN THE RULES WHERE DIFFERENT MEMBERS OF A FAMILY LIVE AND WORK.
CROSS-BORDER PLANNING REQUIRES TO CAREFULLY ADDRESS THE IMPACT OF THESE CHANGES, AND THE ABILITY TO IDENTIFY THE BEST VEHICLE IN ORDER TO ACHIEVE WEALTH PLANNING OBJECTIVES.
EXCELLENCE IN SERVICE CAN ONLY BE ACHIEVED BY COORDINATING DIFFERENT PROFESSIONALS IN THEIR OWN LINE OF WORK, THAT IS WHY MARTIN CALATRAVA WORKS WITH BANKS, FAMILY OFFICES, LAW FIRMS AND ASSET MANAGERS AMONGST OTHERS, IN ORDER TO COORDINATE AND PROVIDE THE BEST COMPREHENSIVE SERVICE TO CLIENTS.
TRUSTS
TRUSTS OFFER A VARIETY OF PLANNING TOOLS, WITH SUCCESSION PLANNING, TAX PLANNING, ASSET PROTECTION AND CONFIDENTIALITY AS MAIN PILLARS.
WE CAN PROVIDE INDEPENDENT TRUSTEE, PROTECTOR, AND TRUST ADVISOR SERVICES IN DIFFERENT JURISDICTIONS, INCLUDING FORMATION AND ADMINISTRATION OF PRIVATE TRUST COMPANIES.
BLOCKCHAIN SOLUTIONS
BLOCKCHAIN TECHNOLOGY IS POSITIONING ITSELF AS AN ALTERNATIVE DECENTRALIZED ARCHITECTURE.
CRYPTOCURRENCIES INVESTMENTS THROUGH FUND STRUCTURES, AND INITIAL COIN OFFERINGS ARE ONLY A COUPLE OF MANY WEALTH PLANNING OPPORTUNITIES THAT THIS TECHNOLOGY CAN OFFER.
PRIVATE FUNDS
PRIVATE FUNDS HAVE BEEN INCREASING IN POPULARITY AS THEY ALLOW COST EFFECTIVE SOLUTIONS TO POOL INVESTMENT OPPORTUNITIES FROM DIFFERENT BRANCHES OF THE SAME FAMILY, OR DIFFERENT FAMILIES WITH RELATED BUSINESS INTERESTS. THIS STRUCTURE ALSO ALLOWS FOR TAX PLANNING AND ASSET PROTECTION.
THERE ARE DIFFERENT TYPES OF FUNDS IN DIFFERENT JURISDICTIONS THAT ALLOW CUSTOM MADE SOLUTIONS TO BE IMPLEMENTED.
PRIVATE INTEREST FOUNDATIONS
THESE TYPES OF FOUNDATIONS OFFER USUALLY A HIGHER LEVEL OF CONTROL BY THE FOUNDER OR HIS FAMILY, IF SO DESIRED. COMPARED TO TRUSTS, THIS VEHICLE IS LESS SOPHISTICATED, BUT CAN STILL ACHIEVE EFFICIENT PLANNING SOLUTIONS.
OTHER VEHICLES
CORPORATIONS, LIMITED LIABILITY COMPANIES AND LIMITED PARTNERSHIPS. THESE ENTITIES ARE USUALLY NEEDED TO ACT AS UNDERLYING VEHICLES OF A TRUST OR A PRIVATE INTEREST FOUNDATION. HOWEVER, DEPENDING ON THE PLANNING OBJECTIVE, THEY CAN ALSO WORK AS STAND-ALONE ENTITIES.