Family Protocol

Plan and preserve the management of your company and family's wealth with the help of a leading Wealth Management and Family Protocol team, with over 15 years' experience.

At PATRIUM, we work to ensure the successful continuity of your company and your family's assets.

Our team is made up of the legal and tax advisers you need in order to plan a successful family protocol and ensure the continuity and growth of your business and assets in the future.
We draw up unique strategies, plan an effective business organisation, design action protocols, create training plans for future generations and resolve any conflicts that may arise. At PATRIUM we take care of everything.

Preserve your business and family estate, ensuring their stability for generations to come.

Our overriding goal is to offer effective and innovative solutions to achieve our clients’ utmost satisfaction.

We give the family peace of mind in the face of generational change and any doubts that may arise, resolving conflicts between family members when it comes to deciding ownership, shareholding or assigning roles within the family business.
We take charge of proposing preventative business strategies and anticipating the necessary financial, commercial and fiscal aspects. We ensure that the family protocol is flexible so that it can adapt to changing circumstances, whether in the market or in the family. To this end, we carry out periodic reviews and monitor what has been planned.

Research and Drafting

Registration and Publicity

Supervision and Monitoring

Get to know us



International Scope



Multidisciplinary Law Firm

Commitment, Discretion and Transparency

Personalised Attention and Dedication

Your goals are our goals

Innovation, Strategy and Quality

Security and Legal Support


Contact our team of experts

Contact our team of experts and one of our lawyers, specialised in Inheritance and Estates, will contact you to resolve all your queries. We would be glad to assist you and answer your questions.


C/Juan Bravo, nº 20, 1ºIzq. 28006 Madrid

Paseo de la Castellana, nº. 153, bajos 28046 Madrid

+34 871 590 387 (Fax)

Palma de Mallorca

Avinguda del Gran i General Consell (antes, Avenida Joan March) 6, 2º - 07004 Palma de Mallorca


Paseo de Gracia, nº. 12, 1º 08007 Barcelona

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