Case study · Global Mobility
A coordinated move to Mallorca for an international family
We coordinated tax, residence, property, education and banking workstreams for a family establishing a long-term home in Mallorca.
The family’s move involved much more than an immigration application. They owned an overseas business, held investments through several structures and planned to acquire a home before becoming resident.
The project needed one sequence so that practical decisions did not run ahead of the tax and legal analysis.
The challenge
- Aligning immigration and tax-residence timelines.
- Acquiring property without prejudicing wider planning.
- Reviewing business management and investment structures.
- Coordinating advisers in Spain and the former home country.
Our approach
Technical precision, focused on the client.
Relocation roadmap
Every decision was placed on a shared timeline from early visits through the first Spanish filings.
Whole-family review
Residence, succession, schooling, property and banking needs were considered for each family member.
Local coordination
We connected the legal and tax plan with trusted property, banking and education professionals in Mallorca.
The outcome
The family completed the move through a controlled sequence with clear responsibilities and decision dates.
Corporate governance, property ownership and personal reporting were aligned before the first year of Spanish residence.
A successful move is a coordinated sequence of decisions, not a collection of separate applications.
The Lullius approach
