Avantia Asesoramiento Fiscal y Legal S.L.

Firm Details:
Managing Partner: Javier Estella Lana
Senior Partners: Patricia García Mediero, Gabriel Pérez de Cárdenas
Number of partners worldwide: 3
Number of professionals worldwide: 15
Languages: English, French, Spanish

Firm Overview:
Avantia Asesoramiento Fiscal y Legal is one of the leading independent Spanish firms in the provision of tax and legal services to national and international private wealth clients. Its management team has nearly 30 years of professional experience gathered in PricewaterhouseCoopers in the UK and Spain, initiating the Spanish private client practice, and Ernst & Young Abogados, with Javier Estella Lana as partner-in-charge of the Spanish high net worth private client practice and Patricia García Mediero as partner-in-charge of the provision of international private wealth services.

Its professionals have outstanding academic qualifications in Spain and abroad in the fields of taxation, legal counsel and business management (Instituto de Empresa, IESE PDG, UK Institute of Taxation, Harvard Law School), as well as extensive experience as regular speakers at leading national and international private wealth events (STEP, IIR, International Wealth Advisors Forum, ABA, Private Client Forum at Villa D'este). They are professors at prominent Spanish academic institutions and universities (Instituto de Empresa), judges and members of the panel of experts to the STEP awards, committee members of the STEP Cross-Border Estates Special Interest Group, International Wealth Advisors Forum and Private Client Forum by Legal Week, acted as independent experts on succession matters at the Committee of Legal Affairs of the European Parliament - JURI and regular contributors to specialist publications both in Spain and abroad.

Avantia Asesoramiento Fiscal y Legal is widely reputed for its consistent quality and expertise and has been ranked as leader in its field by the most prestigious independent publications and bodies, including Chambers Europe, Legal Media Group – Euromoney, Citywealth Magazine, Who’s Who Legal, and Private Client Global Elite by Legal Week. It has been shortlisted by the Society of Trusts and Estate Practitioners (STEP) for its International Legal Team of the Year Award, and has won the 2015 Boutique Firm of the Year STEP award.

Main Areas of Practice:

Domestic Tax & Legal Services, Private Wealth:
The firm provides tax and legal advisory and compliance services to its private wealth clients at all wealth tiers, including succession and will planning, tax audits and investigations, court appeals, as well as those relating to the submission and obtention of Spanish tax rulings and voluntary disclosure processes. It also provides tax and legal advice to family businesses, including M&A and restructuring transactions, IPOs, financing arrangements and joint personal-corporate tax advice.
Madrid: Paseo de la Castellana 31-8, 28046 Madrid
Contact: Javier Estella Lana (Leading Partner of the tax and legal practice)
Tel: +34 91 310 2214
Email: [email protected]
Contact: Gabriel Pérez de Cárdenas, Senior Partner
Tel: +34 91 310 2215
Email: [email protected]

International Private Wealth:
Avantia Asesoramiento Fiscal y Legal has a unique offering of a full-time professional team involved in the provision of cross-border private wealth tax and legal services to international private wealth clients, whether Spanish nationals and family groups with investments or transactions abroad or foreign citizens investing or residing in Spain.
Bilbao: Edificio Sota, Gran Vía 45, 48011 Bilbao
Contact: Patricia García Mediero (Leading Partner, International Private Wealth)
Tel: +34 94 423 2156
Email: [email protected]