Real Estate Services
Our Value
At Dallona Inversiones, we combine the strength of a family-run firm with the agility of a multidisciplinary team to deliver high-impact solutions for private wealth and growing businesses. Our process begins with a comprehensive assessment covering finances, corporate structure, and life goals. From there, we design tailored strategies that balance capital preservation, profitability, and risk management. Each proposal is grounded in rigorous market analysis and the direct experience of our partners, Rosa Ramón and Eduardo Caro, in wealth management, nautical services, and business operations.
That 360° vision enables us to bring together areas such as financial planning, tax structuring, real estate investment, and corporate support under a single umbrella of confidentiality and excellence. We work closely with our clients to align each strategy with their time horizon, family values, and regulatory requirements, ensuring continuous and transparent follow-up. The result is a consistent and scalable service that evolves in line with their needs and the wider economic context.
Main Areas of Expertise
Wealth Management
We provide a comprehensive wealth management service tailored to high-net-worth clients. We handle the planning and administration of financial and real estate assets with a long-term vision, focusing on both capital preservation and sustained growth.
This includes financial and tax planning, investment diversification, and coordination with other professionals (banks, lawyers, tax advisors) to ensure a holistic approach. Our aim is to protect our clients’ legacy and maximise their returns in a secure and trustworthy manner.
Servicios de concierge
At Dallona, we elevate the concept of concierge to a premium ecosystem of tailored solutions. We design, coordinate, and oversee every detail that shapes our clients’ lifestyle: reservations at fully booked restaurants, private yacht charters, chauffeured transfers, full maintenance of villas, and management of household staff.
We act as a single point of contact, available 24/7, ensuring absolute confidentiality and flawless execution. Additionally, we coordinate private medical care, access to golf clubs, and the organisation of exclusive events without delays.
Strategic Consultancy for SMEs
We help small and medium-sized enterprises define and achieve their business goals through tailored strategic consultancy. We analyse each SME’s specific situation—their business model, market, competition, and resources—to identify opportunities for improvement and growth.
Based on this diagnosis, we develop concrete strategic plans, which may include operational improvements, expansion into new markets, financial optimisation, or the development of new product lines. Our support extends from planning through to implementation, guiding leadership teams in making key decisions to ensure the company’s long-term success and sustainability.
Marketing and Communication
In today’s business landscape, effective communication is essential. That’s why we offer marketing and communication consultancy to strengthen our clients’ presence in the market and among their target audiences. We design comprehensive marketing plans covering branding, digital strategy, social media management, advertising, and public relations.
We also advise on corporate communication, helping align the company’s messaging with its values and objectives—both externally and internally. The result is a consistent and compelling brand image that supports business growth and fosters client trust.
Real Estate Investments (House Flipping)
We identify and manage real estate investment opportunities through a house flipping strategy. This service involves acquiring properties with strong potential for improvement, coordinating their renovation or refurbishment, and subsequently selling them at a significantly increased value.
Thanks to our in-depth knowledge of the Mallorca property market and our trusted network of collaborators—architects, builders, and estate agents—we oversee the entire process to ensure each purchase-renovation-sale project is successfully completed. We offer investors the opportunity to diversify their portfolios through real estate, with rigorous control over costs, timelines, and quality to maximise returns.
Nautical Consultancy
Our nautical consultancy is tailored to those involved in the maritime world—whether private yacht owners, investors in nautical ventures, or shipyards. Drawing on our team’s extensive experience in the sector, we advise on a wide range of nautical projects.
This includes planning the purchase or sale of yachts, managing specialised technical maintenance, optimising nautical operations, and ensuring compliance with maritime regulations. We understand the importance of every detail in the nautical field—from selecting the right equipment to handling port logistics—and we work to ensure our clients can sail with peace of mind, knowing their floating assets are expertly managed and protected.