Family
planning
In recent years, there has been a growing interest on the part of wealthy individuals and families with high net worth to organize their assets in the face of unavoidable events such as the death of patriarchs, the adequate succession of assets to heirs, tax efficiency in inheritances, jurisdictional fiscal conditions, all this taking into account the specific situations or wishes of each family. It is of the utmost importance to carry out adequate planning as far in advance as possible and for this there are wealth transfer solutions and vehicles that seek to provide reassurance for the family.
Estate Succession Planning
Families who want to mitigate the fiscal impact of a major inheritance by generating peace of mind for their heirs.
Transfer and Multiplication of Assets
Families that have liquid assets with the objective of transferring and multiplying them for the next generation.
Retirement or Education Planning
Families that want protection and at the same time, generate tax-efficient and secure savings sources for their children’s retirement or education.
Dynasty Trust
Hereditary Equalization
If there are heirs with different interests in your inheritance or heirs from different families.
Income replacement
Philanthropy
High net worth families with an interest in leaving a philanthropic legacy without affecting their wealth.
Risk Concentration and Asset Relocation
Credit backup
People with important personal credits that require backup.