Wealth and
Estate Planning

Smart planning for your future

Preserving Legacies

We develop solutions for the seamless, harmonious, and efficient transfer of wealth, aiming to preserve its integrity and longevity. In partnership with strategic experts in family, succession, corporate, and real estate matters, we carefully craft tailored wealth restructuring plans that ensure the perpetuation of the legacy and values that supported its creation.

With a sensitive, experienced, and attentive approach, we strive to ensure stability and peace of mind throughout the succession process. We create transition and management plans that facilitate decision-making at both the personal and business levels, while maintaining a focus on mitigating risks and tax impacts.

Our wealth and estate planning services include:

Mapping family relationships, dynamics, and assets to define the most effective strategy and structure, taking into account the client’s specific context.

Assessment of the tax and legal implications arising from marital regimes, prenuptial agreements, cohabitation agreements, estates, wills, and other acts of last will.

Collaborating with foreign legal and financial advisors to identify planning opportunities in other jurisdictions, particularly for assets held abroad.

Analysis of the tax and legal issues applicable to expatriates and foreign residents and their assets.

Customized strategies to preserve legacies

In the context of the healthy, harmonious, and efficient transfer of wealth, we prioritize preserving its integrity and longevity. Working in collaboration with strategic partners and experts across various fields, including family, succession, corporate, and real estate matters, we develop wealth restructuring plans that are carefully tailored to meet the unique needs of our clients. Our goal is to facilitate the perpetuation of the legacy and values that shaped the creation of this wealth, ensuring stability and peace of mind throughout the succession process. Through the design of transition and management plans, we aim to simplify decision-making at both personal and business levels while mitigating risks and minimizing tax impacts.

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