Wealth Planning

We have a highly qualified multidisciplinary team prepared to handle sensitive and complex wealth planning matters. We perform a thoroughly diagnosis of all needs and goals of our clients, providing customized solutions to ensure efficiency and perpetuity to the wealth planning matters.

Our professionals have advised clients on numerous wealth planning matters, including:

• structuring operations with focus on the best synergy from the corporate, family or corporate governance, tax, and real estate perspectives;
• advice on alternatives for the allocation of net resources abroad;
• corporate reorganizations (spin-offs, mergers, and transformation of entity type) of family-owned companies for succession, assets organization, or tax planning purposes;
• organization of investment entities, and family and real estate holding companies;
• drafting of shareholders’ agreements to govern the relationship between the shareholders;
• drafting and structuring of several kind of documents, including wills, prenuptial agreements, family memoranda, and donation agreements; and
• representation of clients in complex negotiations related to probate proceedings, divorces, and disputes involving family-owned companies.