The Challenge
Geneva Wealth Partners sought to invest €30M in Spanish commercial real estate while optimizing for wealth tax, succession planning, and potential exit scenarios.
Our Solution
We structured investments through a Spanish SOCIMI (REIT equivalent), implemented family governance protocols, and established succession mechanisms compliant with Swiss-Spanish treaty provisions.
Key Results
€30M
Investment
Total deployed capital
5
Properties
Commercial assets acquired
12%
Tax Efficiency
Effective rate achieved
Client Testimonial
What they say about us
"NRRO understood both our investment objectives and family dynamics. The structure they created will serve our family for generations."
Philippe Rochat
Principal, Geneva Wealth Partners
Other Success Stories
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