WEALTH MANAGEMENT
The Firm supports individuals in planning their succession and families in the sensitive process of generational transitions, by identifying the most appropriate legal instruments for each situation: family holding companies, donations, wills, family agreements, asset segregation clauses, and trusts.
It also handles the preparation and submission of inheritance tax declarations and assists heirs in executing wills, helping to resolve any disputes during the division of the estate.
The Firm further assists clients and their advisors in the establishment and management of trusts tailored to various asset protection needs (family trusts, liquidation trusts, purpose trusts, guarantee trusts, etc.), always with careful attention to tax implications.