Background decorativo

Wealth Planning & Succession

We design and implement continuity and wealth-protection structures—holdings, trusts, wills, and shareholder agreements with family protocols—integrating corporate, tax, and notarial workstreams. We document governance rules, economic and voting rights, and transfer mechanics with traceability and confidentiality, so the solution is executable and compliant with applicable rules (including forced heirship and other restrictions). 

We anticipate common conflicts among heirs (share dispersion, differing expectations, liquidity for equalization, incapacity/death, misalignment between control and management). We use preventive tools such as entry/exit clauses, valuations, insurance, family protocols, and fast-track dispute mechanisms to ensure business continuity, minimize litigation, and preserve family harmony.