Optimization and Protection of Heritage

Your legacy should not be a concern, but a guarantee. Legal and tax strategies to protect, diversify, and grow your wealth.

Your wealth is more than money: it’s your properties, investments, businesses, and savings.
If it’s not structured well, you risk:

  • Unnecessary taxes in Spain or the EU.

  • Legal risks when you mix personal and business assets.

  • Lack of protection in inheritance, divorce or economic crises.

  • Loss of value by not diversifying assets correctly.

Our Wealth Optimization and Protection service gives structure and strategy to what you already own, keeping it safe, profitable, and prepared for the future.

What is included in this service?

For whom is this service?

How does it work?

Why with IURIT?

Because we do not look at your equity like a bank or a broker.
In IURIT:

  • Design strategies independent and as, non-standard products.

  • We combine vision legal, tax and succession to give you a comprehensive plan.

  • We have experience with clients in Spain, Europe, Asia and the Middle East.

  • Our goal is not to sell you investments, but protect and optimize what you already have.

With IURIT, your heritage is safe, orderly, and ready to grow.

Fees

  • Session initial diagnosis: from 350 €

  • Optimization Plan assets: budget adapted to the volume of assets and countries involved.

(Each case is unique; before you begin you will receive a clear and transparent.)

What they say of IURIT

Frequently Asked Questions about Overseas Investments

We do not sell financial products; we give you a legal strategy and independent prosecutor.

Not always. We adapt the strategy to each case-from family wealth means to structures business complex.

Yes, we analyze assets and investments in different countries and apply tax conventions.

Will depend on the case and the client. We can integrate succession planning for your heritage is transferred in an orderly manner.