Private Practice and High Net Worth Private Practice and High Net Worth Private Practice and High Net Worth

We have experience in all matters affecting individuals with significant personal wealth (and their families and fiduciaries), and in the practice of law both in Mexico, Spain and abroad.

Practice in the areas of immigration, real estate and tax planning complement the firm's traditional strengths in corporate and finance and estate-related disputes.

Our goal is to understand all legal, business and tax issues affecting our clients and to provide them with practical, principled legal solutions, working closely with them as their trusted advisors.

1 International taxation

Optimization of tax efficiency in terms of initial structuring and ownership; extraction of funds; sales and other disposals; and inheritance tax.

2 Asset Protection

Asset protection encompasses a comprehensive strategy aimed at safeguarding assets against various risks, such as creditor claims, family or marital disputes, and other conflicts. Additionally, it focuses on ensuring the preservation of the estate until the youngest members of the family reach sufficient age or maturity to participate directly in its management and disposition.

Este enfoque busca no solo minimizar posibles pérdidas, sino también asegurar la estabilidad financiera a largo plazo, mediante estructuras legales y financieras que promuevan la seguridad y el control eficiente del patrimonio familiar.

3 Succession planning

Pass the business on to the next generation and avoid fragmentation; ensure that control is in the hands of the right people; and ensure that economic benefits are protected and can be enjoyed by the next generation in a tax-efficient manner.

4 Restructuring

We provide comprehensive advice on the restructuring of existing businesses with the aim of optimizing their operation and achieving the client's goals. This may include reviewing and modifying business, financial or legal structures, should the current structure be no longer suitable to meet the client's strategic or growth objectives. Our approach adapts to the specific needs of each case, guaranteeing personalized solutions that ensure an efficient and sustainable transition towards a new configuration more aligned with the client's interests and expectations.

5 International aspects

Many of our clients have international experience and we advise on structuring using foreign entities such as trusts, foundations, partnerships and corporate structures in various jurisdictions, collaborating with partners in those jurisdictions to ensure optimal results for the client.

6 International relocation

Our family relocation team, comprised of professionals with a strong background in global finance, real estate and luxury investment assets, brings a rich and unique perspective to the delivery of client services.

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