Estate and Succession Planning

We structure wealth with a focus on continuity, protection, and fluidity in the succession process.

Our work includes the creation of holding companies, wills, donations, closed-end funds, and fiduciary structures — always tailored to the unique needs of each family.

The goal is to anticipate and mitigate conflicts, ensure tax efficiency, and protect assets across generations.

Tax Planning

We conduct an in-depth analysis of your asset structure with a focus on tax efficiency, compliance, and legal protection.

Our approach spans personal, corporate, and intergenerational levels, guided by the best legal and tax practices.

The result is an integrated plan that balances tax optimization and legal security with the family’s long-term vision.

Real Estate Asset Management

Real estate holdings demand organization, efficiency, and strategic vision.

We provide diagnosis, structuring, and value enhancement of property portfolios — including support in management, leasing, divestment, exchanges, and fund structuring when appropriate.

Our goal is to transform real estate into strategic assets aligned with liquidity, profitability, and legacy preservation.

Family Governance

Family governance is essential to align expectations, ensure harmony, and build a lasting legacy.

We facilitate the creation of family councils, family agreements, and governance protocols that define participation, communication, and succession among members.

We promote a culture of transparency, engagement, and accountability across generations.