Private clients advisory

We have vast experience providing advice to local families in all matters related to the management, preservation, tax efficiency and timely inheritance planning of their wealth, including the identification of proper investment structures, asset protection taking into consideration future generations, evaluation of good corporate governance policies, drafting and negotiation of family protocols, preparation of documents related to inheritance and anticipated inheritance processes, as well as the analysis and implementation of adequate structures to meet the needs of each case.

Our services include the establishment of efficient procedures to achieve objectives, such as the approval of statutory modifications in existing entities in order to create new kinds of shares that only have economic rights, contracting of life insurance in the country or abroad, the establishment of local and foreign trusts, the constitution of business outside the country, among others.