Avantia Asesoramiento Fiscal y Legal S.L.

Private Wealth Law Department

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Avantia Asesoramiento is a boutique private wealth practice adept at providing both domestic and cross-border services, with expertise on succession and civil law matters that spans corporate, inheritance tax, estate and probate advisory.

One client describes them as a “small, stable team of senior, expert and highly skilled lawyers that work very well as a team, providing tailor-made solutions,” adding: “That the devil is in the details is something you stop worrying about when you work with them.”

Notable practitioners

Gabriel Pérez de Cárdenas specialises in private wealth matters, covering inheritance tax planning, voluntary disclosure procedures and family business investments. A market commentator says he is “not only client-oriented and the best in class professional but always trying to advise in anticipation and not once tax issues have raised.” The source continues: “He has full dedication to his clients, he is always available when needed, and doesn’t delegate his obligations to junior personnel.”

Javier Estella Lana heads the firm's wealth management department and advises high net worth individuals and families on domestic and multi-jurisdictional matters. He has particular expertise in succession planning matters. One client says: “He has always been the perfect partner, whose ability to really understand what your needs are, sometimes even better than you, is one of the key factors for success.”

Patricia García Mediero is recognised by the market for her domestic and cross-border practice. She covers the full range of international tax and private wealth planning matters. An interviewee notes that “her brilliant mind and pragmatic approach make it really easy to work with her.”