Continuing a legacy is a great responsibility. Experience is of utmost importance now, as all decisions are critical. Corporate structures, tax matters, liquid and real estate asset portfolios, and corporate events become part of your reality.
Design of the wealth structure that best adapts to your financial reality and family reality. We have the complete solution for tax planning, corporate review, and risk 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 life moment.
Tax planning. Optimize strategies to structure your wealth’s tax obligations, ensuring the most efficient and legally sound tax outcomes.
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.