Wealth Management

Our team advises individuals and families in terms of the organization and planning of their assets.  We evaluate every legal and financial figure, to determine the most efficient at the time of securing and distributing their personal, family or business assets to their heirs, minimizing burdens and reducing unnecessary expenses due to inadequate management of their assets.

Based on the needs of each client, our team and its allies are responsible for carrying out a complete evaluation of their needs for:

• Structuring legal companies (“sociedades”)
• Creating private interest foundations
• Trusts
• Succession planning
• Time Deposit Advice
• Bank accounts opening advice
• Asset management and maintenance through a high profile and security service

We offer customized solutions addressing all situations for the proper management and protection of patrimonial assets, always taking care of the interests of our clients, always in compliance with local laws.