OUR SERVICES

Wealth and Sucession Planning

Recognizing the complexity of managing both technical and emotional aspects, we craft comprehensive, customized strategies to efficiently administer assets and rights, providing security and peace of mind for our clients.

We specialize in supporting families in preserving and ensuring the continuity of their wealth, with a strong focus on tax efficiency and asset protection. By integrating family, succession, and corporate law, we deliver secure, personalized

Our commitment is to provide highly technical legal advice while respecting the values and interests of each family at every stage, from the initial assessment to final implementation.

Our services:

• Wills and probate: We structure wills and manage judicial and extrajudicial probate procedures, ensuring the orderly, efficient transfer of assets according to each family’s wishes and needs.
• Corporate governance structures for business succession: We establish and implement corporate governance mechanisms to facilitate generational transitions and harmony in family businesses, including the creation of holdings, councils, committees, and shareholder agreements.
• Tax planning for donations and successions: We develop strategies to optimize tax burdens and mitigate risks in donations and inheritances. We also assist families with complex income tax filings.
• International succession and donation matters: We handle succession and donation cases involving families with assets and members in multiple jurisdictions, coordinating local advisors and procedures to ensure efficiency and legal compliance on all fronts.
• Incorporating and maintaining investment and fiduciary structures abroad: We support the creation and maintenance of fiduciary and investment structures abroad, such as private investment companies and trusts.
• Litigation in family wealth disputes: We represent clients in disputes involving family wealth, advocating for their interests and safeguarding their assets with a focus on achieving fair and effective resolutions.
• Litigation in tax and administrative matters: We defend clients in administrative and judicial proceedings related to taxes on wealth transfer and organization, such as ITBI, ITCMD, and IRPF.