Families looking for a family office in Madrid rarely want another wealth manager. What is usually missing is the layer beneath the advice: someone to turn property decisions, private travel, a household move, an institutional diary and four sets of advisers into a single, orderly workflow.
The gap between advice and delivery
Advisers tell a family what should happen. Somebody still has to make it happen — chase the notary, brief the school, hold the flight while a signature is pending, and remember what was decided three months ago when the same question comes round again. In most households that burden lands on the principal or on a trusted assistant who was never resourced for it.
KAIROS takes that layer. We do not compete with your advisers and we do not manage money. We hold the operating record, keep the workstreams in step and answer for the outcome.
What we run for a family office
- Off-market property. Sourcing, verification and execution of prime assets that never reach the open market — see our off-market real estate service in Madrid.
- Private mobility. Aviation, FBO handling, ground transfers and a contingency route for time-critical diaries.
- Relocation and settling-in. Housing, schools, residency paperwork and the first weeks in the city, covered in our executive relocation service for Madrid.
- Adviser coordination. One operating interface with the legal, tax and wealth teams, so nobody repeats the same briefing twice.
- Continuity and privacy. Need-to-know access, controlled document channels and an agreed protocol for what happens when a key person is unreachable.
Who holds what
Families ask this before anything else, so we set it out plainly. The table below is the division of labour we propose at the start of every mandate.
| Workstream | KAIROS | Your advisers | Principal or family |
|---|---|---|---|
| Property acquisition | Sourcing, viewings, negotiation timetable, closing logistics. | Title, tax structure, contract drafting. | Final decision on the asset and the price. |
| Mobility and travel | Operator selection, quotes, handling, transfers, contingency. | Not involved. | Approves route, dates and budget band. |
| Residency and schooling | Calendar, document chasing, school shortlist and visits. | Immigration and tax filings. | Chooses the school and signs. |
| Governance and records | Decision log, supplier files, single point of contact. | Statutory records and filings. | Sets who may instruct KAIROS. |
How a mandate is set up
- Phase 1 — Diagnosis (days 1–3). A confidential conversation to establish priorities, sensitivities and who may give instructions.
- Phase 2 — Design (days 4–10). Workstreams, named owners, escalation routes and the privacy protocol are written down and signed off.
- Phase 3 — Delivery (continuous). Property, mobility, household and adviser coordination run under one lead with a shared decision log.
- Phase 4 — Review (quarterly). A written assessment against the agreed measures, and a reset of priorities for the coming quarter.
When it makes sense to activate a mandate
The service earns its place when a decision cuts across several areas at once: acquiring a prime asset while the family is still abroad, moving a household to Madrid mid-school-year, an institutional diary that has to hold together across three cities, or a sensitive trip where the itinerary itself is confidential. In those situations a single supplier only ever solves one piece.
What we do not do
- We do not manage investments and we take no commission from any product recommended to you.
- We do not act as legal or tax advisers. Where the mandate needs that expertise, we bring in your firm or introduce specialists and step back.
- We do not hold client assets or operate accounts on a family's behalf.
- We do not publish client names, case studies or testimonials, whatever the marketing value.