The main objective of this advice is to preserve family wealth for future generations. We consider the family members in different jurisdictions and create ideal mechanisms according to the circumstances of each family (wills, trusts, etc.).

Family Governance and Education

• Implementation of the bodies required for suitable corporate-family governance. (Suitable interaction between the company and its shareholders)
• Creation of family agreements (protocols), with mechanisms for updates from time to time. (Incorporation of family agreements in enforceable legal instruments and the creation of formal spaces for family dispute resolution)
• Training for family members as responsible shareholders.

We make sure that family members are up to date (and duly advised) with regards to their tax obligations

• Monitoring of compliance with tax responsibilities.
• Identification and prevention of tax risks.
• Assistance with preparation of net worth statements.

This service aims to confirm compliance with Ecuadorian or foreign legal regulations, internally-adopted compliance rules, family agreements and family protocols.

• Administration and legal representation of corporate vehicles.
• Accounting outsourcing for these corporate vehicles.

By having various families as clients, we can offer you very competitive rates with third parties* in matters of:

• Assistance in the selection of service providers (insurance, security, etc.).
• Selection and supervision of professionals: (lawyers, accountants, investment advisors, etc.).
• Accommodating special requirements of any family member.
• Immigration matters, change of residence.
• Opening bank accounts, cash management, documentation for loan applications, bank transactions (with express instructions).
• Review of employment contracts for domestic services, guards, etc.
• Registration of contracts at the Ministry of Labor and enrolment with the Ecuadorian Social Security Institute of staff in the service of the family.

* PBP does not have any relationship with the institutions, nor does it receive any benefit, referral fee, etc.

We simplify the management of companies (for personal use) by taking care of accounting and tax returns, as well as the payment of annual taxes.

If required, we can present families with a wide range of investment banks and investment advisors* in Ecuador and abroad.

*PBP does not have any relationship with these institutions, nor does it receive any benefit, referral fee, etc.