Plattesgroup

What Plattesgroup does

PlattesGroup S.L. is a family-owned economic, tax, legal, and accounting advisory firm headquartered in Palma de Mallorca, Spain, with more than 100 employees and over 25 years of operating history. The firm specializes in cross-border advisory between Germany and Spain, serving high-net-worth individuals, residential and vacation property investors on the Balearic Islands, and international expatriates who require dual-jurisdiction tax and legal compliance. Its offering is structured as a multi-brand portfolio: Private Clients (wealth and estate advisory), European Accounting (cross-border accounting and tax compliance), Wohn- und Ferienimmobilien (residential and holiday property transactions), and Erben & Schenken (inheritance and gifting), with the firm collectively advising on nearly EUR 4 billion of real estate assets and over EUR 3 billion in vacation rental property investments.

The firm's underlying technology stack centers on Willipedia, a proprietary digital knowledge and content platform that functions as an encyclopedia, news hub, podcast network (distributed via Spotify, Apple Podcasts, and Deezer), and Wegweiser guidebook series covering cross-border tax, succession law, and real estate topics. Complementing Willipedia are interactive online tax calculators for Spanish wealth, inheritance, gift, and property transfer taxes, a digital client portal providing real-time access to contracts and tax filings, and the 'Digitales Finanz- und Rechnungswesen' digital accounting platform (recipient of the IT Innovation Award of the Federal Republic of Germany in 2012) that enables dual Spain-Germany tax data preparation. A digital guide platform supports property investors through bilingual documentation and cross-border scenarios.

PlattesGroup generates revenue through fee-based professional services including tax consulting, legal advisory, real estate transaction support, and accounting/bookkeeping. The firm runs an event-driven go-to-market model anchored by the annual Wirtschaftsforum NEU DENKEN conference on Mallorca, which brings together international thought leaders, former heads of state, top executives, and scientists, and functions as the primary demand-generation and brand-building platform for attracting HNW clients and international decision-makers. Marketing is reinforced by content marketing (Willipedia), an email newsletter (Mandantendepesche), and corporate LinkedIn and Instagram channels. Ownership is concentrated in shareholders Yvonne Plattes and Wilhelm (Willi) Plattes, with no external institutional investors, parent company, or public listing in evidence.

Name

Plattesgroup

Legal name

PlattesGroup S.L.

Website

https://plattes.net

Company type

Private

Founded year

2000

Operating status

Operating

Short description

PlattesGroup S.L. is a family-owned tax, legal, accounting, and real estate advisory firm in Palma de Mallorca, employing 100+ professionals to serve high-net-worth individuals and property investors across the Germany-Spain cross-border corridor.

Ownership category

akta.pro rank

Product category

Cross-Border Tax, Legal, and Accounting Advisory

NAICS

Offices of Certified Public Accountants (541211), Trusts, Estates, and Agency Accounts (52592)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Family Office Advisory (Single/Multi-Family) (FSAEAAAI)

akta.pro secondary industries

Estate Planning, Trust Structuring & Governance (FSAAADAF), Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH), Tax Services (Withholding, Reclaims, FATCA/CRS) (FSAAAOAM), Family Business & Succession Advisory (FSAAADAL)

Keywords

• Tax advisory services
• Cross-border consulting
• Wealth management
• Legal advisory
• Accounting services

Headquarters

HQ city

Palma De Mallorca

HQ country

Spain

HQ region

Europe

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Tax Advisory Services: Tax consulting and advisory services covering international tax planning, cross-border taxation between Germany and Spain, wealth tax, inheritance and gift tax, and corporate tax. Provided through the European Accounting competency center.
2. Legal Advisory Services: Legal consulting including real estate transactions, inheritance law, succession planning, and cross-border legal structuring. Provided as part of the full-service advisory offering.
3. Real Estate Transaction Advisory: Advisory services for residential and vacation property transactions on Mallorca and the Balearic Islands, including accompanied property searches, due diligence, and legal structuring.
4. Accounting and Bookkeeping: Accounting, bookkeeping, and audit services through the European Accounting competency center, with digital accounting platform.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels6 records

Core offering

PlattesGroup is a family-owned tax, legal, and accounting advisory firm based in Palma de Mallorca specializing in cross-border advisory between Germany and Spain. The firm serves high-net-worth individuals, international expatriates, and property investors through four competency centers: Private Clients (wealth and estate planning), Wohn- und Ferienimmobilien (residential and vacation real estate), European Accounting (cross-border accounting/tax compliance), and Erben & Schenken (inheritance and gifting). Services are supported by the Willipedia digital knowledge platform with tax calculators, podcasts, and encyclopedic content.

Product overview

PlattesGroup is a family-owned economic, tax, and legal advisory firm with over 100 employees based in Palma de Mallorca. The firm operates a multi-brand portfolio consisting of core advisory services (Private Clients, European Accounting, Wohn- und Ferienimmobilien, Erben & Schenken) supported by a digital knowledge ecosystem centered on Willipedia, which provides tax calculators, guidebook publications, podcasts, news, and an encyclopedia. The annual Wirtschaftsforum NEU DENKEN serves as a flagship networking event. The offering is structured around cross-border advisory for international mobility, wealth management, and real estate transactions, complemented by digital client services.

Differentiator

Problem solved

Functional benefit

Products and services

• Private Clients Wealth management and private client advisory for high-net-worth individuals, including tax planning, estate planning, and comprehensive financial consulting. Targeted at international and expatriate families with cross-border Germany-Spain interests.
• Wohn- und Ferienimmobilien (Residential and Holiday Properties) Real estate advisory services focused on residential and vacation property transactions on Mallorca and the Balearic Islands, including accompanied property search, due diligence, legal structuring, and rental management support.
• European Accounting Cross-border accounting, bookkeeping, and tax advisory services for individuals and businesses operating between Germany and Spain, supported by the award-winning Digitales Finanz- und Rechnungswesen platform for dual tax-system data preparation.
• Erben & Schenken (Inheritance & Gifting) Estate planning, inheritance advisory, and gifting strategies with expertise in Spanish succession law, Balearic regional law, and EU Regulation 650/2012 on cross-border succession matters.

Quantifiable outcome

• Nearly 4 billion euros of real estate assets under advisory
• +2 more outcomes

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Three partnerships are on record, tiered minor.

• HiscoxminorGTM or Marketing PartnerHiscox is a partner providing insurance solutions relevant to real estate transactions in Spain. PlattesGroup refers clients to Hiscox for German contract law related to property in Spain.
• GlobeairminorGTM or Marketing PartnerGlobeair is a private aviation provider partnered with PlattesGroup, offering private flight experiences to clients traveling to Mallorca.
• The Circle (Ca'n Granada Business Complex)minorOthersThe Circle is an all-in-one business location on Mallorca, located within the Ca'n Granada complex where PlattesGroup's office is situated. It serves as a co-located business hub.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Rödl & Partner: German-rooted international professional services firm with strong Spain and cross-border (DE-ES) tax, legal, and accounting practices serving mid-market and HNW clients. Most direct competitor on the DE-ES corridor and on family-owned/owner-managed business advisory.
• TMF Group: Global provider of corporate, trust, and fiduciary services with a strong Iberian and German footprint. Competes with PlattesGroup's Erben & Schenken and European Accounting practices on cross-border estate structuring, holding, and compliance for HNW/international clients.
• CMS Francis Lefebvre: European tax and legal advisory firm combining CMS law and Francis Lefebvre tax expertise, with significant presence in Germany, France, and Spain. Directly competes in cross-border tax advisory for internationally mobile HNW clients and corporates.
• Henley & Partners: Residence- and citizenship-by-investment advisory firm advising HNW clients on international relocation, including Spanish Golden Visa and non-lucrative visa pathways. Highly comparable to PlattesGroup's Private Clients expat/international mobility practice.
• Intertrust Group: International provider of trust, corporate, and fund administration services for HNW families, investors, and cross-border structures. Overlaps directly with PlattesGroup's estate/succession and Private Clients offerings in the DE-ES corridor.

Regional players

• GÖRG Partnerschaft von Rechtsanwälten mbB: German law firm with cross-border corporate, real estate, and private client capabilities. Comparable on German-side legal and succession advisory, though less specialized on the Balearic/Spanish property niche than PlattesGroup.

Broad incumbents

• Andersen Global (Spain): International tax and legal advisory with dedicated Spain and Germany member firms (Andersen Tax & Legal Iberia). A broader incumbent offering cross-border HNW tax planning and succession advisory with global footprint — partial overlap with PlattesGroup's offerings.
• KPMG Private Enterprise / KPMG Tax & Legal Spain: Big 4 advisory firm with substantial Spain and Germany operations, including dedicated HNW/private client and family office services. A broader incumbent whose Spain presence and cross-border capability compete with PlattesGroup's positioning.
• Mazars (Spain / Germany): Global audit, tax, and advisory firm with a dedicated Private Client practice in both Spain and Germany. Competes on cross-border HNW tax compliance and advisory but as part of a much broader portfolio of services.

Emerging players

• PKF International (PKF Spain / Germany): Mid-tier international accounting and advisory network with member firms in Spain and Germany serving SMEs and HNW clients on cross-border tax. An emerging-tier comparable on cross-border accounting and tax advisory in the same corridor.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/c/Willipedia/featured
• LinkedInlinkedin.com/company/european-accounting-steuerberater-mallorca-spanien
• Instagraminstagram.com/plattesgroup

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Subsidiaries6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Plattesgroup