Estate Planning Services

Work on your strategic planning today and protect your assets against the unexpected

We offer individuals, families and companies around the world comprehensive, superior assistance accompanying their growth so they can achieve the life they desire today and maintain it in the medium- and long-term. With our ESTATE PLANNING SERVICES, we incorporate our strategic planning and deep knowledge of your business into specific risk-related solutions for individuals and families.

The importance of family planning

In a time like this, when the only constant in change itself, we can give you peace of mind focusing on maximizing and caring for your property.

We seek to identify and mitigate potential risks during the lifespan of our clients, their families and companies, reaching peak growth potential with thelowestrisk exposure.

We guarantee asset protection with appropriate products, reaching a greater tax efficiency, a high multiplier effect and the creation of immediate liquidity.

Estate Planning Services

Risk-based estate planning

Multi-generational planning

Private Placement

Business succession

Inheritance equalization

Tax planning

Philanthropic
Planning

  • Life insurance implementation counseling
  • Risk concentration insurance
  • Liquidity products for loan collaterals
  • Key persons insurance

Solutions tailored to clients who have:

  • The need to protect their assets abroad
  • American beneficiaries
  • Corporate debt
  • Asset concentration in a country or industry
  • Family businesses
  • One or more business partners
  • High income and underage offspring
  • Exposure to inheritance tax

We value our clients’ trust, and we consider them absolutely worthy of our loyalty and integrity.

Frequently Asked Questions

Do you relate to
any of these questions?

Is there a person in your organization, corporation or consortium who is critical for the development of the company or an ongoing project?

Does the legislation in your country allow you to distribute your assets in any manner you want?

Do you have beneficiaries who are active in your business, while other beneficiaries are not?

Are you seeking for a estate structure that is compliant with tax law?

The response is
ESTATE PLANNING SERVICES

Would you like to learn more about our Estate Planning Services?

Download the Brochure

Contact us for any information you may need

Estate Planning Services

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