ESTATE PLANNING & ASSET PROTECTION
Our firm advises private clients and families on planning and organizing their assets, eliminating the uncertainty related to the way in which the estate of an individual is managed, seeking to maximize the value of his or her property through appropriate investments and the reduction of unnecessary tax burdens and other expenses.
We also seek to organize and preserve the property of minors and those not legally capable of managing their own affairs, as well as to protect family assets against various business, legal, or security risks.
Currently we advise high and ultra-high net worth individuals and families in organizing the relationship between them and their businesses, through guidelines, trusts (fideicomisos), and corporate governance procedures, among others.
We also assist our clients in defining their philanthropy objectives, designing social strategies related to their causes and interests, and structuring philanthropic projects, aiming to maximize their impact and guarantee their continuity.