Patrimonial Coverage and Family Legacy
Designing the best suitable structure either national or international that allows a thorough and detailed fulfillment of the will and family interests, seeking at all times harmony and preservation of the family relationships, trying to anticipate potential conflicts that could rise from generational change on the family business and wealth.
Planning And Family Diagnosis
Intergenerational Strategic Planning through a careful and detailed family and business diagnosis, always seeking the correct alignment of the Family, Business and Counsel.
Protocol and Family Legacy
Family protocol, elaboration that includes rules and conditions that allows preservation and transcendence to the next generations.
Diversification and Family Asset Management
On a changing world with high volatility there it becomes very necessary, establishing the expert support on this matter as well to have at hand all the technology platforms, legal structures, fiduciary and coverage to protect the security of the assets and its confidentiality, always looking for the assets to prevail through next generations.
*Our Asset management services are not provided or available on our Miami office.