SERVICES
Mexican and international Wealth planning
General Mexican consulting in the areas of Wealth Planning, Succession Planning, Investment Vehicles, Repatriation Strategies and inbound investments towards Mexico.
Wealth and asset protection structuring
Whether you need a formal Mexican opinion or a second opinion to validate an existing structure, we can work with you. We can work and liaise with a group of external wealth and legal advisors to bring value and address all relevant aspects of your operations. We can provide a legal or tax opinion to your American counsel and to your financial institution or trustee as required by their compliance departments for implementation of a structure.
Corporate Services
We work on the day to day Mexican legal corporate needs of our clients. We can also serve more complex matters requiring specific reestructuring of their domestic and/or international businesses. If needed, we will gladly work with our international network of affiliates on these processes.
Multi-Advisor Engagements
We play well with others, and can coordinate projects with your other providers to validate and successfully implement your strategic solutions, including formation of companies and foundations, and drafting and execution of trusts and letters of wishes.