Forbes España interviews Xavier Rubert on tax planning and private wealth
Lullius’s founding partner discusses the connection between robust tax planning and effective defence, and the responsibilities involved in advising internationally mobile families and family businesses.
- Published
- Reading time
- 1 min
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- Lullius
Published in Forbes España on 11 November 2026, the interview examines the principles behind Lullius’s work with private clients and family businesses.
“A tax structure is only as strong as its defence before the tax authorities.”
Xavier Rubert, Forbes España. Translated from Spanish.
The conversation considers tax residence, succession and the management of wealth across borders. It also explores the importance of senior lawyers understanding the family, its assets and the relevant jurisdictions before advising, and remaining closely involved when clients face a tax inspection or litigation.
For clients, these decisions are often inseparable from wider questions about where to live, how to support the next generation and how to preserve a business built over many years. Clear advice should make those decisions easier to understand and their implications easier to assess.
Read the full interview in Forbes España (in Spanish).
About Lullius
Based in Mallorca, Lullius is a highly specialised tax boutique advising an international client base on Spanish Tax Law, Private Wealth and Tax Litigation. Its approach combines detailed, independent legal analysis with direct involvement by senior lawyers.