We help families organise their wealth and family business so it passes to the next generation in an orderly way, without disputes and with the lowest possible tax cost: succession planning, holding companies, trusts (fiducias), family protocols and corporate governance.
Our Firm focuses a large part of its practice on the planning, design and implementation of wealth management structures tailored to the needs of families and their businesses.
Our main objective is to find alternatives or structures focused primarily on the following components:
We organise your estate during your lifetime so that it can be distributed to your heirs or legatees in accordance with your wishes, through structures designed to protect, preserve and keep the family’s wealth united in the future.
We organise and manage family wealth according to each family’s needs, optimising it and promoting its proper management in light of each family’s circumstances.
We design rules that harmonise the interests of families in relation to their businesses and/or companies, fostering a business culture that prevents future corporate contingencies or disputes.
We structure voluntary agreements that set out the rules within the family regarding its wealth and its members. In doing so, we seek to build a strong family culture for current and future generations.
When the wealth or the business already matters to the family, not when a health problem appears. Planning early allows you to use tools that are no longer available later and to spread the tax cost.
It depends on the case: holding companies, fiducias (trusts), wills, shareholders' agreements, family protocols and, where there are assets in several countries, international structures. It is almost always a combination.
An agreement among family members on how they relate to the business and the wealth: who can work in it, how decisions are made, how profits are shared and how disagreements are resolved.
It can, lawfully, by ordering when and how assets are transferred. The main goal, however, is an orderly transfer and a business that keeps running.
Yes. We coordinate Colombian planning with advisers in other jurisdictions and review tax residence, foreign exchange rules and foreign asset reporting.
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