Wealth Strategies
Protect what is most important to you
We work so that you have time for what really matters and for what you love the most, without worrying about the uncertainty and problems of the present and the future.
We accompany our clients in building a solution that allows them to preserve their heritage for future generations.
We have teamed up with recognized providers and experts in the design of wealth strategies, which will help you protect and plan your intergenerational (family) and business legacy, for example:
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- Family protection
- Equalization of inheritances
- Gradual wealth transfer
- Business continuity
- Wealth succession
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Family Protection
Family wealth management can help prevent family disruption by providing a framework for open communication and consensus building.
Equalization of inheritances
A family’s business succession plan can prevent the risk of dissolution due to conflicts over desired inheritances after the death of the founders.
Wealth Transfer
Fundamental to ensure that the property and assets of a generation are transferred efficiently and safely, through sound strategies, avoiding family conflicts.
Business Continuity
Provides your company or foundation with the necessary protection to ensure the continuity of the business or philanthropic cause in the event of the death of a key employee or owner of the organization.
Wealth Succession
Smooth transition, maintaining family harmony, through proper valuation of assets, efficient tax planning and implementation of legal mechanisms for the protection of the parties.
Planning your future
Establishment of clear goals, time horizon, protection against unforeseen events and long-term financial objectives.