EN
EN UK ES

Phone number

+34 667 92 62 59
Escalera B, Planta Primera puerta 2, Valencia

Our Email

info@ucbi.es

WHY CHOOSE US

UCBI Family Office provides personalized support for families in finance, law, and asset management. We form a dedicated team of experts acting in the best interests of the client and their family to ensure long-term prosperity and stability

Family Office - персональна стратегія добробуту родини в Іспанії ucbi.es

  • Family Office

    WHAT TASKS DOES THIS SERVICE SOLVE?

    Family Office covers key aspects of family finance and asset management:
    1. Asset and Investment Management: strategic planning, diversification, and capital preservation
    2. Tax Planning: optimization of the tax burden in compliance with international and national regulations
    3. Succession Planning and Capital Protection: mechanisms for transferring assets to future generations
    4. Legal Support: corporate, family, and international law
    5. Real Estate Management: sourcing, acquisition, leasing, administration, and property value optimization
    6. Personalized Services for organizing business and personal processes
    +
    –

  • THE UCBI ADVANTAGE: WHY FAMILY OFFICE?

    We offer benefits that ensure the efficient and secure management of your capital:
    1. Assembling a dedicated team of experts tailored to each family
    2. Guaranteeing confidentiality and transparency in all decisions
    3. Adapting global standards to the local context
    4. Providing a comprehensive approach — from financial strategies to day-to-day management
    +
    –

  • OUR APPROACH

    UCBI Family Office is more than just a service—it is a personal wealth strategy for your family for generations to come
    +
    –

Service packages

Service packages

A quick clarification

Ask Us

Find out more details in a quick format

Consultation
All-inclusive

300€

+VAT

Asset and Investment Management, Tax Planning, Real Estate Management

Choose a plan

Reviews

A client experience that speaks for itself

View reviews
4.9

GOOGLE REVIEWS

After five consultations with different firms, I went with UCBI for my visa — and it was the best choice I could have made. They didn't just deliver on the main service; they went above and beyond once I was in Spain. They guided me through opening my Spanish autónomo, helped with notary paperwork, and even managed situations that required action in Ukraine. Being able to solve Ukrainian legal matters while living in Spain was a game-changer. I'm fully satisfied with their professionalism and support.

Відгук щодо компанії UCBI
Serhii B.

I am a practicing massage therapist and the founder of massage studios in Marbella. I work as an autónomo, and from the very beginning I knew I would need professional accounting support to ensure everything was handled correctly and without stress.

I turned to UCBI to register as an autónomo, and from the very first conversation it was clear that this was “my” team. Everything was clear, well-structured, and explained in my native language.

If you are self-employed in Spain, I sincerely recommend UCBI — with them, accounting stops being a headache.

Andrew K.

Qualified specialists and a very high level of service. With the support of UCBI, everything was completed within a short timeframe, and my involvement in the process was minimal.

I highly recommend them if you need to register as an autónomo and handle all related matters quickly.

Markiian H.

A professional team. They clearly explained everything regarding tax residency in relation to my personal situation and answered many additional questions, even beyond the scheduled time.
I received sufficient information to make a well-considered decision.

I plan to continue using UCBI’s services.

Thank you!

Mykhailo

I contacted UCBI for a consultation regarding migration. Thanks to their team, I managed to get my visa and set up my business (autónomo) in a short amount of time. I continue to receive excellent legal support from them on a regular basis.

If you need a reliable team of professionals, I highly recommend them.

Oleksandr T.

CEO

An excellent experience: a high-quality approach from the very first contact and through to the post-consultation support. A special thank you to Tetiana Lysenko for her expert answers and practical advice. I highly recommend their services!

Anna

Autónomo

Заповніть заявку




    Вашу заявку відправлено ✔