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WEALTH STRATEGY
A new wealth planning model

At Beyond Wealth, we address an increasingly complex reality: more global families, more sophisticated structures, and decisions that require independence, technology and long-term vision.

Unlike product-centric models, we propose an independent, global and profoundly human Family Office, able to transform complexity into clarity, control and continuity.

  • Customers

    200+

    Families, Single Family Offices and institutions that require an independent and well-rooted approach to complex wealth.

  • Countries

    1+

    Capacity to support wealth on an international scale, multi-jurisdictional structures and global needs.

  • Assets under supervision (€)

    9Bn

    The scale to provide institutional analysis, consolidated reporting and specialist access, with personalised service.

  • Professionals

    40+

    A team with experience in investment, wealth planning, governance, private markets, real estate, philanthropy and strategic consultancy.

VALUE PROPOSITION

The pillars of a comprehensive vision

 

We support every family in developing a dynamic wealth strategy that is well-equipped to manage the present, protect the future, and evolve in step with its goals.

  • We analyse and structure assets, risks, costs and structures to bring clarity from the outset.
     
  •  We objectively assess solutions on the sole basis of each family’s interests.
     
  •  We take a 360-degree approach to planning, adapting to each family’s reality and the developments in each jurisdiction.
     
  • We design governance and succession structures that foster continuity, cohesion and decision-making.
LET`S TALK ABOUT YOUR WEALTH

 

We design investment solutions that combine international access, independent analysis and a thorough understanding of each family’s wealth, with a focus that aligns with their goals, liquidity requirements and generational horizon.

  • We harness global capabilities by combining Santander’s scale with the proximity of a specialised and independent team.
     
  •  We consolidate and analyse financial and non-financial information in an orderly manner and based on specialist criteria to provide a clear vision of the wealth.
     
  • We combine assets such as real estate, private markets, portfolios, cash and financing under a single global approach.
LET`S TALK ABOUT YOUR STRATEGY

 

We support families who want to transform their wealth into a reflection of their values, intergenerational learning and lasting impact.

  • We align impact and purpose to build philanthropic initiatives in keeping with the family identity.
     
  • We prepare the next generation to take on their roles, equipping them with the criteria, responsibility and vision they need for the future.
     
  • We create a community through spaces for dialogue, learning and connection between families.
     
  • We protect legacy beyond merely financial aspects, encompassing values, continuity and real impact.
DISCOVER MORE ABOUT FAMILIES WITH PURPOSE

BOUTIQUE MODEL

Where experience sets us apart

Global talent to support major wealth decisions 

FAQs

A Family Office is the framework that structures, coordinates and lends coherence to a family’s wealth over time.

Its purpose is to facilitate orderly decision-making that aligns with the family’s objectives, with the aim of preserving and handing down wealth from one generation to the next.

A Family Office is not a matter of scale, but of complexity.

It becomes necessary when wealth can no longer be managed in a fragmented way and instead requires a structured approach to coordinate investment, planning and governance.

For business families, entrepreneurs and structures with an international presence, a Family Office provides a framework to establish order, control and coherence.

It adds value by bringing all decisions together under a single strategy, eliminating inefficiencies and ensuring an optimal long-term vision.

A Family Office provides integral support in the management, structuring and preservation of wealth, coordinating all its elements under a single strategic vision.

Its services tend to be grouped into five broad areas:

1. Wealth planning and architecture

2. Asset allocation

3. Family governance and continuity

4. Coordination, control and reporting

5. Non-core services such as philanthropy, social contributions, concierge services and access to exclusive opportunities.

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