![](https://www.santanderprivatebanking.com/var/site_spb/storage/images/4/2/0/8/168024-1-eng-GB/2837d90471ee-im-banner-inversion-cards.png)
Wealth planning
A bespoke offering that accompanies you on the path to the future
True wealth extends far beyond mere accumulation. Wealth implies carefully laying out a plan for your needs at each stage of life. Our dedicated wealth planning team serves as a trusted ally, providing personalized advisory, helping you design the appropriate route map for your aspirations.
Robust cross-border capabilities available to meet the needs of today’s ultra-high net worth clients.
![](https://www.santanderprivatebanking.com/var/site_spb/storage/images/7/7/2/2/162277-1-eng-GB/f6fdcb5853fa-im-planicacion-patrimonial-cuerpo-1-desktop.png)
Excellence in succession planning
Preserving your legacy and ensuring a seamless, efficient, and orderly transition of your assets. Our experts meticulously analyse your unique family dynamics and financial landscape to support a prosperous continuity.
![](https://www.santanderprivatebanking.com/var/site_spb/storage/images/4/9/2/2/162294-2-eng-GB/2d2bac819364-im-planicacion-patrimonial-cuerpo-2-desktop.png)
Strategic investment structuring
Producing and structuring investment ideas with different asset classes and underlyings to meet clients’ specific needs. We work with you to design a bespoke investment strategy, leveraging our in-depth market knowledge and an extensive array of financial capabilities.
![](https://www.santanderprivatebanking.com/var/site_spb/storage/images/1/1/3/2/162311-2-eng-GB/915967bf2b41-im-planicacion-patrimonial-cuerpo-3-desktop.png)
Family business governance
Navigating the sensitive terrain of family businesses requires considerable experience. Our specialised team provides solid guidance to plan an appropriate succession by seamlessly integrating governance principles.
![](https://www.santanderprivatebanking.com/var/site_spb/storage/images/8/2/3/2/162328-2-eng-GB/36b0320d0c82-im-planicacion-patrimonial-cuerpo-4-desktop.png)
Unwavering asset protection
It is paramount to shield against risks and uncertainties. We can help you by providing tools to improve asset resilience in an ever-changing financial landscape.
Our services