Wealth and Succession Management in Family Businesses

It is common for family businesses to experience exponential growth at certain stages of their existence, which can lead their founders and administrators to be highly dedicated to the business and less focused on succession and long-term sustainability.

We assist our clients by providing a range of services aimed at organizing, separating, and managing the assets of both the shareholders and the company, as well as adding value to the process of preparing successors. Some of the services we offer include:

• Establishment of a Family Office.

• Corporate Establishment and Restructuring.

• Implementation of family or corporate governance. 

• Assessment of the family’s asset situation.

• Resolution of conflicts of interest among heirs.

• Establishment of investment vehicles; and asset-holding and operational companies. 

• Preparation of prenuptial agreements, cohabitation contracts, changes to marital regimes and divorce.

• Wills. 

• Judicial and extrajudicial probate proceedings.