Minimize the tax impacts at the time of the transfer.
Avoid conflict among the heirs regarding the destination of the assets.
Predetermine how to manage the liabilities of a member of the family upon their death.
Retirement plans
Wills
Lifetime gifts
Other legally viable and tax efficient mechanisms.
Family protocol as an administrative tool to ensure the financial aims of the group and the participation of family members.
Mechanisms and decisions to protect family wealth and its transfer to the next generations, in the most efficient and orderly way.
Legal representation
Compliance with formal obligations with state entities.
Compliance with formal obligations with municipal entities.
Bank transactions (with express instructions).
Allocation of a main address and an electronic and physical mailbox for correspondence.
Organization of general shareholders’ meetings.
Review and delivery of regular reports on the management and results of the family-owned assets.
Management and administration of company documents and records, accounting ledgers, etc.
