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Private Wealth Management and Succession Planning

Our firm has received the trust of varied clients, from successful entrepreneurs to large business families and members and executives of national corporations, with the aim of attending to their specific needs regarding wealth management and succession planning, including the design of structures to optimize the patrimony of our clients, their assets and investments and to promote the effective distribution to their heirs and legatees.

A multidisciplinary team is in charge of providing advice with the highest standards of confidentiality and excellence in the preparation and execution of legal documents that may be required by our clients, as well as in the representation in any succession case, including litigation procedures.

Attending to the particular needs of each client, we offer sophisticated planning in tasks such as the design, review and legal implementation of family protocols, patrimonial trusts, wills, donations, lifetime and/or conditional usufructs, corporate agreements, dissolution of conjugal partnerships, among others.