Personal Financial Planning

Protect and grow your assets with a leading financial planning team with over 15 years' experience.

Ensure your long-term economic stability through comprehensive planning that meets all your objectives and protects you from any unexpected eventualities.

At PATRIUM, we analyse your financial assets and devise solutions specially tailored to your needs and objectives.
We put forward options for investing in the market that ensure the growth of your assets and we will monitor the investments and their performance to tweak them if necessary.

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

At PATRIUM we provide comprehensive advice from legal, financial and tax advisers specialising in financial planning. We take care of:

Investments in low tax territories

Asset protection.

Personal risk coverage

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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