About us
Euro Family Office S.L. (EFO), is an independent consulting firm with a holistic approach to all financial, legal, tax, real estate, insurance, retirement planning and other family matters.
We are assisted by Spanish and foreign experts in these sectors and, therefore, well prepared to confidentially discuss with our clients their needs and short or long term goals. As independent advisors we do not sell our own products and, consequently we are in a position to give the best tailor made advice to our customers.
The founders and members of the management of EFO are
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Verena Soom,Swiss with a solid experience in life insurance, private banking, international investments and wealth management. |
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Pablo J. Ruiz de Peralta y Casallo, Spanish lawyer, Lawyer and member of the Spanish lawyers’ associations of Granada and Malaga |
Having both worked many years with renowned private banks in Switzerland and Luxembourg and, since 1994, together in the framework of the Spanish law firm Ruiz de Peralta Abogados in Marbella. they recently decided to create the Multi Family Office “EFO” enabling them to offer a broader range of personalized services to wealthy clients (private clients, families, firms, trusts, foundations, etc.).
For over a decade our small team of legal, tax, finance, insurance and real estate experts have been able to develop a close relationship with resident and non-resident clients, owners of real estates in Spain, major banks and insurance companies in both Spain and other European countries, such as Luxembourg, Switzerland, Liechtenstein, Monaco and the United Kingdom. As a consequence of the real estate boom in the costal areas of Spain, the number of HNWI and Sun seekers is increasing steadily; therefore the need for a dedicated Family Office with a holistic approach to all family matters became obvious.
In addition to the a wide range of financial services to private clients living in Spain, the members of the EFO team, assisted by highly qualified and genuine experts in International Wealth Management of our investment, accounting tax and bank partners in Europe, supported by professional specialists in multi-currency, multi-country personal finance, investment, trusts, laws and regulations, are in a position to give our clients expert impartial advice and tailored service. Our aim is to help them make the right decisions – for themselves and future generations as well - after having discussed with us their needs, expectations and long-term goals.
We believe in flexibility and choice; our solutions are simple, well explained and transparent.