EXCLUSIVE CARE ON MALLORCA
FiMa VermögensWerte stands not only for independent wealth management in Germany, but also on Mallorca. With an office on Mallorca and an extensive network, we possess a deep understanding of the specific financial, legal, and structural requirements associated with assets linked to Spain and Germany.
For many wealthy individuals and entrepreneurs, Mallorca is not just a place to live or a retreat, but a central component of their wealth structure.
This is exactly where FiMa VermögensWerte comes in.
I support my clients in the holistic planning, structuring, and long-term safeguarding of their assets on and around the island. This involves not only capital investments, but also the interplay of real estate, liquid assets, business holdings, and international asset structures.
A particular focus is on the strategic support of real estate investments on Mallorca – from acquisition and ongoing structuring to sale or succession planning. Topics such as tax efficiency, liquidity management, hedging of foreign assets, currency risks and the clear separation of private and business assets play a central role.
Questions concerning emigration and immigration planning (including exit taxation / Lex Beckham), retirement or succession planning, and asset transfer within the family are also taken into account early and proactively.
The freedom to choose investments, combined with a high-performing infrastructure and an established network
of (German and Spanish) tax advisors, lawyers, and local specialists, creates the ideal framework for top-level consulting. As an independent advisor, I can develop solutions precisely tailored to my clients' individual circumstances on Mallorca – free from product specifications and conflicts of interest.
At FiMa VermögensWerte, you become part of a small, trusted community where discretion, personal connection, and long-term thinking are paramount. My aim is not only to manage your assets on Mallorca, but to secure them sustainably and structure them for generations to come – with responsibility, foresight and the highest quality.