What investment concierge means
For HNWI clients and family offices, the Costa Blanca property purchase rarely sits alone. It comes paired with corporate structuring decisions, immigration planning, tax residency mapping, art and asset relocation, lifestyle setup, school selection for children, healthcare coverage and ongoing wealth management coordination. Our investment concierge service handles all of this under a single mandate.
Confidentiality and discretion
Every concierge engagement starts with a mutual NDA. Off-market sources are activated, private viewings are arranged outside business hours, and the engagement is conducted with the discretion expected by family-office and UHNW clients.
Multi-property portfolio strategy
When the client owns or is building a multi-property portfolio on the Costa Blanca, we structure the strategy across primary residence, secondary properties for family use, and pure-yield assets. We coordinate corporate structures (SL, SCP, non-resident holding companies) and consolidated tax planning across the portfolio.
Lifestyle integration
The concierge mandate often extends into yacht acquisition and berthing (Marina de Calpe, Marina Greenwich Altea, Marina Dénia, Real Club de Regatas Alicante), private aviation arrangements via Alicante airport (ALC), luxury vehicle import or local lease, art transportation and customs, exclusive country club memberships and concierge-managed events.
Reporting and governance
We deliver quarterly written portfolio reports covering property valuations, rental income, capex spent, tax filings, ongoing legal status of each property, and any material developments. For family offices, we participate in family-office governance meetings on request.