Adapta Family Office

Overview

Adapta serves families across Spain from Madrid.²⁶ The firm says it aims to extend family office support beyond the wealthiest 1% of families.⁴ It works with households at different stages of wealth, from newly acquired assets to substantial family fortunes, without a minimum wealth requirement.⁵

History

Adapta Family Office states that it was founded in 2022.² Its work starts with a 45 minute introductory discussion that reviews a family’s property, financial, tax and succession circumstances before recommendations are made.¹³ The firm then prepares a written plan, orders the major decisions and confirms fees before implementation.¹⁴ It coordinates relevant property, financial, tax and legal professionals through one contact during implementation.¹⁵ Continuing support includes yearly wealth reviews and attention to changes in tax rules and family circumstances.¹⁶

Leadership

Javier Méndez Díaz is CEO and Family Adviser, and founder.⁶ Beatriz Amador is co founder responsible for real estate services.⁹

Services

Investment management: Adapta analyzes portfolios, designs diversified portfolios, uses evidence based investing and conducts periodic reviews with a Family Adviser.²⁰

Wealth planning and tax: Its finance work covers mortgage applications, mortgage improvement, subrogation and financing based on each client’s income, assets and objectives.¹⁸ The firm specializes in Spain’s Ley de Crédito Hipotecario.¹⁹

Estate and trust: Legal and tax work includes IRPF and inheritance tax planning, multigenerational succession, available exemptions and coordination with notaries and registries.²⁰

Other: Real estate support includes independent valuations, personal property searches, data based sale methods and coordination of related legal, tax and financial matters.¹⁷ The firm also states that fees are agreed in writing before work starts, without mandatory advisory lock in.²²

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Private and alternative investments

Client focus

Adapta lists home purchases and sales, mortgage decisions, inheritances, separation or divorce, moves and private wealth management among the situations it handles.²¹ It offers in person and remote appointments in Torrelodones and north west Madrid.²⁷ The initial conversation and patrimonial diagnosis are free and without obligation.²³

Investment philosophy and approach

The firm says its work brings property, financial, tax and investment considerations together for each family.³ It describes portfolio design as diversified and evidence based, with periodic reviews by a Family Adviser.²⁰ Its approach moves from information gathering to planning, coordinated implementation and continuing review.^13141516

FAQs

Related resources

• LocationMultifamily offices in Madrid

  This directory helps readers compare family office options serving Madrid and nearby Spanish clients. It gives context for assessing whether a firm's property advice, investment management, financial planning, and tax planning fit a family or business owner's needs.

• GuideMultifamily office services

  This service guide explains the main areas a multifamily office may cover, including investment management, financial planning, tax planning, and private or alternative investments. Readers can use it to organize questions about which services matter most for their financial, property, and family circumstances.

• Network siteFamilyOffices.com

  FamilyOffices.com connects wealthy families and single family offices with resources and a community focused on family wealth matters. A prospective client can use it to learn common concerns, prepare discussions about governance and investments, and compare those needs with services offered by a Spain based adviser.

• GuideThe annual MFO review

  The annual MFO review gives readers a recurring reference point for examining multifamily office activity and themes. Someone considering Adapta Family Office can use it to frame questions about investment management, tax planning, private investments, and advice for family or business wealth.

• Similar firmsAyco Partners Consulting SL
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  Profiles for Ayco Partners Consulting SL, Cluster Family Office, and DiverInvest provide nearby comparison points within this site's coverage. Reviewing their stated focus alongside Adapta Family Office's property, finance, tax, and investment services can help a family or business owner prepare focused questions before making contact.

Sources

1. SEC Investment Adviser Public Disclosure search , accessed 23 October 2026.
2. Adapta Family Office , accessed 23 October 2026.
3. Adapta services , accessed 23 October 2026.
4. About Adapta , accessed 23 October 2026.
5. About Adapta , accessed 23 October 2026.
6. About Adapta , accessed 23 October 2026.
7. About Adapta , accessed 23 October 2026.
8. About Adapta , accessed 23 October 2026.
9. About Adapta , accessed 23 October 2026.
10. About Adapta , accessed 23 October 2026.
11. About Adapta , accessed 23 October 2026.
12. About Adapta , accessed 23 October 2026.
13. About Adapta , accessed 23 October 2026.
14. About Adapta , accessed 23 October 2026.
15. About Adapta , accessed 23 October 2026.
16. About Adapta , accessed 23 October 2026.
17. Adapta services , accessed 23 October 2026.
18. Adapta services , accessed 23 October 2026.
19. Adapta services , accessed 23 October 2026.
20. Adapta services , accessed 23 October 2026.
21. Adapta client cases , accessed 23 October 2026.
22. Adapta services , accessed 23 October 2026.
23. About Adapta , accessed 23 October 2026.
24. Adapta contact , accessed 23 October 2026.
25. About Adapta , accessed 23 October 2026.
26. About Adapta , accessed 23 October 2026.
27. Adapta services , accessed 23 October 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.