We specialize in providing asset protection structures, which provide our clients with the certainty and efficiency in estate planning designed by their advisor, and the safeguarding of their assets through the understanding of their needs, respecting confidentiality and compliance with the relevant regulations of each jurisdiction.
We also manage legal structures for an orderly and reliable transfer of assets to future generations. We implement customized solutions (designed by the client’s advisors) to help manage our clients’ wealth according to their wishes in the most efficient way. So-called “forced heirship” rules are found in different forms all over the world, including countries in continental Europe, the Americas and the Middle East.
We help to ensure that your international assets are maintained under appropriate guidelines and can be transferred in a safe and orderly manner to the intended beneficiaries, ensuring the fulfillment of the wishes established by the owner.
We have extensive experience in providing customized alternatives that will be appropriate to our clients’ needs.
A trust is a contract whereby assets are assigned under management to a trustee and are delivered or distributed within a certain period and/or upon compliance with certain specific conditions set out in such written agreement.
We provide services for the implementation and administration of trusts in different Anglo-Saxon countries, integrating this useful tool into estate planning.
Clients must involve their legal advisors in the structuring and implementation of these asset planning solutions.
Limited Liability Companies
We incorporate and manage companies to limit our clients’ exposure to liabilities arising from foreign investments minimizing their implementation costs.
A Private Interest Foundation is an entity that has legal personality. This quality distinguishes it from the most trusts, being another great worldwide alternative for asset protection and estate planning. We can provide assistance in this area, responding to the needs of our clients to achieve an orderly transfer of their assets through this instrument, clearly establishing the wishes and guidelines to be followed in the bylaws and in the formation instrument. The founder defines the tasks and purposes of the Foundation and any legal clause that may be deemed necessary.