Estate and Succession Planning

We believe in investing significant time to learn about each client's family situation, assets, and long-term goals before reaching a definitive plan. Each plan we create is unique because each client's current circumstances and long-term goals are different. We are prepared to deal with all technical issues related to planning, including its succession, family, tax, corporate and contractual implications. In particularly challenging cases from family and emotional aspects, we collaborate and interact with psychologists, family business management consultants, mediators and other professionals whose involvement is necessary to meet the objectives set by our clients.

The plans we develop require ongoing attention and adaptation to ensure that they remain appropriate and respond to changes and new family goals. As your wealth situation, family circumstances, and laws change, the plan must change as well. Therefore, we work with our clients throughout their lives, in collaboration with their other professional advisors, to help you achieve and maintain your goals and preserve your family wealth.