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The use of a Family Office is recommended when you want to manage your family’s wealth in a professional way with objectives commonly related to inheritance planning, preservation of the wealth over generations, facing particular projects and even avoiding family conflicts associated with inheritance. There is no single model of Family Office’s services, as the
The COVID-19 pandemic is shaking the foundations of virtually every economy in the world. Sectors like airlines, hotels, and restaurants have a bleak future in the short term, and a significant number of them are undoubtedly likely to go bankrupt. Was it the pandemic foreseeable? Was it avoidable? Is there a remedy? It is very
“Patrimonial Protection. Generational transfer. Fiscal neutrality” In line with global uncertainty, transparency and exchange of information among countries and the growth of tax and oversight pressure in Latin America, proposals usually offered are based on a short-term mentality and lack serious analysis. Within this framework of mere opportunism, it is noteworthy that the use of
Trusts are something new for the vast majority of people, so we summarize the levels or elements to be analyzed in the previous decision phase. We base our ideas on our professional opinion and on our experience with hundreds of Latin American families we have assisted over the years. v These elements are: The psychological
In essential terms, a trust is created (“settled”) when a Settlor transfer assets to a trust to be managed by a Trustee, with the instruction of managing them in favor of one or more Beneficiaries. The Settlor appoints such beneficiaries and it is very frequent that he/she is the first Beneficiary. Additional first Beneficiaries or