Wealth Planning

The Wealth Planning service is available to certain Private Banking customers who require personalised solutions for their specific needs when planning their wealth.

Based on their personal and family goals and needs, we seek to help them assess the existing alternatives for the management of their family wealth. We shall always seek to first protect and conserve the wealth created, and subsequently the increase in said wealth both now, and in the future change of generation through conservative, simple and flexible measures over time.

Under no circumstances does our Wealth Planning service constitute legal or fiscal advice, and must always be subject to the criteria of the customer's private advisers, external to Banco Santander.

How to arrange this service?

For more information on the Wealth Planning service, leave your details on the online form, contact us through Superlínea on 915 123 123 or call in at your Private Banking branch.

To access this service, you must contact your Private Banker.