Iberia Family Office

Trusted Partner in Family Wealth Management

At Iberia Family Office, we specialize in helping families in Spain and beyond preserve and grow their wealth. Our expert team offers trusted guidance, strategic investment management, and comprehensive risk protection, ensuring your family’s financial future remains secure.

Preserve and Grow Wealth

Safeguarding your family legacy with personalized strategies designed to maintain and increase wealth over time.

Trusted Investment Guidance

Providing expert advice and tailored investment solutions to help your family achieve long-term financial goals.

Protect Your Assets

Proactively managing risks and implementing strategies to ensure your family’s wealth remains secure and resilient.

About Us

Wealth Management with Integrity

Iberia Family Office, headquartered in Spain, is a premier family office dedicated to helping high net worth families preserve, grow, and manage their wealth. We understand that family wealth is not just about financial assets it’s about legacy, security, and future generations. Our mission is to provide personalized, professional guidance that ensures your family’s financial well being today and for years to come.


Our team of experienced advisors combines deep expertise in investment management, risk protection, estate planning, and family governance. We work closely with each family to develop strategies tailored to their unique goals, values, and aspirations. By taking a holistic approach, we help families make informed decisions that balance growth, preservation, and security.

Our Services

What We Offer for You

Iberia Family Office provides a full suite of services designed to preserve, grow, and protect your family’s wealth.
Our personalized approach ensures your financial goals and legacy are secured for generations.

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Wealth Management

Tailored strategies to grow and maintain family wealth while safeguarding assets for long-term stability.
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Investment Advisory

Expert guidance on global investment opportunities to optimize returns while managing risk effectively.
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Estate & Legacy Planning

Structured planning to ensure smooth wealth transfer and preserve your family’s legacy across generations.
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Tax Planning & Optimization

Strategic advice to minimize tax liabilities, enhance efficiency, and optimize financial outcomes while remaining fully compliant.
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Risk & Asset Protection

Proactively safeguard family assets against financial, market, and operational risks with customized solutions.
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Succession Planning

Prepare future family leaders to manage assets successfully, ensuring continuity across generations.
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Financial Reporting

Transparent, accurate, and comprehensive reporting to track investments, performance, and family financial health.
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Family Governance Advisory

Implement structures and policies to facilitate decision-making, collaboration, and long-term family harmony.
Testimonials

What Our Clients Say

Families across Spain and beyond trust Iberia Family Office to preserve, grow, and protect their legacy.

Iberia Family Office helped our family create a long-term investment strategy that truly preserves our legacy.

Their personalized approach makes you feel like your family’s goals are genuinely understood and prioritized.

Thanks to Iberia Family Office, our wealth is growing steadily while we feel fully protected against risks.

FAQs

Your questions, answered with clarity

We understand that families have many questions when it comes to managing wealth, investments, and legacy planning.

A family office is a private organization that manages the wealth, investments, and administrative affairs of a single family.

Family offices offer personalized services, professional management, and long-term planning tailored to your family’s unique needs.

We provide wealth management, investment advisory, estate planning, tax optimization, risk protection, philanthropy planning, and more.

We preserve wealth through diversified investment strategies, risk management, and proactive planning to protect against uncertainties.

Yes, we provide guidance on global investment opportunities while considering tax, legal, and market risks.