Avantia Asesoramiento Fiscal y Legal S.L.

Private Wealth Law Department

Spain
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This boutique firm offers a broad private client practice, and the team is experienced in advising domestic and international clients on wealth management and tax issues. The team has significant expertise in succession and wealth structures, estate and probate matters and inheritance tax planning.

Clients are extremely happy with the service they receive from Avantia. One says: "I have worked with other firms, but to me Avantia is the adviser that gives me comfort that the project will not only be well designed but also perfectly executed." A source praises the lawyers' "strong technical knowledge, experience and professionalism," as well as their "ability to present complex solutions to clients in a clear and concise manner." Another impressed client says: "They are extremely smart listeners who get to know exactly what you need and provide practical solutions that meet the highest quality standards. They look at projects in a very comprehensive way and take full responsibility for all steps, from the conceptual design down to the detailed implementation."

Notable practitioners

Gabriel Pérez de Cárdenas focuses his practice in the areas of personal wealth, inheritance tax planning, voluntary disclosure procedures and family business. He is known as "a recommended tax specialist." Clients appreciate that "he can translate the tax and legal language to average life," adding that "he gets trust from the people."

Javier Estella Lana is the firm's head of wealth management and is described as "an all-rounder in the field." He advises high net worth individuals and families on Spanish and cross-border tax matters and has particular experience in succession planning matters. One client reports: "Javier is very senior, professional and trustworthy. He has a business mind and his style is clear, direct and pragmatic. Whenever I pass a matter over to him, I am no longer worried or concerned because I know he will get it successfully solved."

Patricia García Mediero is well regarded for her domestic and cross-border practice. She advises high net worth individuals and families on a range of cross-border tax and private wealth matters. One source hails her as being "professional and knowledgeable," and reports that she has "a very relaxed manner with clients." One client praises Mediero for the clarity and precision of her advice, saying: "There are no grey areas. She's very firm and very precise on her recommendations."