Wealth Planning

We have a highly qualified, multidisciplinary team ready to handle sensitive and complex wealth-planning matters. We conduct a thorough assessment of our clients’ needs and goals, providing customized solutions to ensure efficiency and sustainability and align them with wealth-planning objectives.

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 kinds 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.