High-income families with globally diversified investments face significant challenges: the complexity of tax systems and double taxation agreements, market volatility, and diverse regulatory requirements in each jurisdiction. Cooperation between multiple financial institutions in different countries tends to be bureaucratic and fragmented, making centralized wealth monitoring and control difficult. To overcome these barriers, it’s essential to integrate specialized solutions — accounting, legal, financial, and technological — in a harmonized way, ensuring efficiency, compliance, and security throughout the management chain.
Succession and Wealth Planning. Design of the wealth structure that meets your objectives and family structure. We have the complete solution for tax planning, corporate, and risk management.
Personalized portfolio management. We design the portfolio that maximizes the risk-return relationship of your global wealth, taking into account your profile, the distribution of your liquid and real estate assets, as well as your family’s life moment.
Optimize strategies to structure your wealth’s tax obligations, ensuring the most efficient and legally sound tax outcomes.
M&A Assessment. If your plans include selling part of your assets or changes in the management format of the business you inherited, we can help you. We quantify these decisions bringing decades of experience in various similar events to adapt your wealth to your objectives. We contribute so that all businesses are perfectly aligned with your shareholder vision.
Real Estate Management. Our team manages your real estate portfolio, taking care of operational and tax aspects. We constantly evaluate your assets helping you make informed investment or divestment decisions.