{"id":393,"date":"2022-05-10T01:10:40","date_gmt":"2022-05-10T06:10:40","guid":{"rendered":"https:\/\/canonasociados.com\/en\/?page_id=393"},"modified":"2026-10-16T19:24:52","modified_gmt":"2026-10-17T00:24:52","slug":"family-wealth-management","status":"publish","type":"page","link":"https:\/\/canonasociados.com\/en\/family-wealth-management\/","title":{"rendered":"Family Wealth Management"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"393\" class=\"elementor elementor-393\" data-elementor-settings=\"[]\">\n\t\t\t\t\t\t\t<div class=\"elementor-section-wrap\">\n\t\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-2e98dcf7 elementor-section-height-min-height elementor-section-boxed elementor-section-height-default elementor-section-items-middle\" data-id=\"2e98dcf7\" data-element_type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-6c292d67\" data-id=\"6c292d67\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-a8f4db3 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"a8f4db3\" data-element_type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-32dd69ce elementor-section-full_width elementor-section-height-min-height elementor-section-height-default elementor-section-items-middle\" data-id=\"32dd69ce\" data-element_type=\"section\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[],&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-250ea7d\" data-id=\"250ea7d\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap\">\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-5389db70 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"5389db70\" data-element_type=\"section\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-3b537bed\" data-id=\"3b537bed\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-434e10e3 elementor-widget elementor-widget-text-editor\" data-id=\"434e10e3\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>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.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4afc11bc elementor-widget elementor-widget-text-editor\" data-id=\"4afc11bc\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Our Firm focuses a large part of its practice on the planning, design and implementation of <strong>wealth management structures<\/strong> tailored to the needs of families and their businesses.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c329c9b elementor-widget elementor-widget-text-editor\" data-id=\"c329c9b\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><strong>Our main objective<\/strong> is to find alternatives or structures focused primarily on the following components:<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-7f07d69 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"7f07d69\" data-element_type=\"section\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-inner-column elementor-element elementor-element-aa3dfcc\" data-id=\"aa3dfcc\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-99eb40c elementor-align-left list_txt elementor-icon-list--layout-traditional elementor-list-item-link-full_width elementor-widget elementor-widget-icon-list\" data-id=\"99eb40c\" data-element_type=\"widget\" data-widget_type=\"icon-list.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<ul class=\"elementor-icon-list-items\">\n\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-check\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\"><strong>Organisation and management<\/strong> of wealth through the design and implementation of domestic and\/or international structures.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-check\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\"><strong>Planning of mechanisms<\/strong> or structures aimed at protecting family wealth, as well as transferring and\/or passing it on according to our clients' needs.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-check\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\"><strong>Assessment<\/strong> of the risks and\/or effects associated with holding and transferring wealth, or with its eventual transfer or succession.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-check\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\"><strong>Implementation<\/strong> of asset protection schemes at local and international level.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-5b204787 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"5b204787\" data-element_type=\"section\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-4cb8ab87\" data-id=\"4cb8ab87\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-19dac0e9 elementor-widget elementor-widget-heading\" data-id=\"19dac0e9\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Succession Planning<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-4e0a1bb4\" data-id=\"4e0a1bb4\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-762107f6 elementor-widget elementor-widget-text-editor\" data-id=\"762107f6\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>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&#8217;s wealth united in the future.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-167e0fbe elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"167e0fbe\" data-element_type=\"section\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[],&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-5a379154\" data-id=\"5a379154\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-7727c477 elementor-widget elementor-widget-heading\" data-id=\"7727c477\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Wealth Reorganisation<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-60aebb7b\" data-id=\"60aebb7b\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-781c6c45 elementor-widget elementor-widget-text-editor\" data-id=\"781c6c45\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>We organise and manage family wealth according to each family&#8217;s needs, optimising it and promoting its proper management in light of each family&#8217;s circumstances.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-5db1c1ee elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"5db1c1ee\" data-element_type=\"section\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-76b2e106\" data-id=\"76b2e106\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-66c1fdd0 elementor-widget elementor-widget-heading\" data-id=\"66c1fdd0\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Family Business Governance<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-6558438f\" data-id=\"6558438f\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-412f5ba1 elementor-widget elementor-widget-text-editor\" data-id=\"412f5ba1\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>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.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-6894e9d3 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"6894e9d3\" data-element_type=\"section\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[],&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-21d4ebeb\" data-id=\"21d4ebeb\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-57579026 elementor-widget elementor-widget-heading\" data-id=\"57579026\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Family Protocols<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-7aa89db8\" data-id=\"7aa89db8\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-58bd8c98 elementor-widget elementor-widget-text-editor\" data-id=\"58bd8c98\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>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.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-b6a1aa5 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"b6a1aa5\" data-element_type=\"section\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[],&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-c32fcb9\" data-id=\"c32fcb9\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-4fff987 elementor-widget elementor-widget-heading\" data-id=\"4fff987\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Would you like to know more about our family wealth management services?<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-26a87d5\" data-id=\"26a87d5\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-f7a4d53 elementor-align-left elementor-widget elementor-widget-button\" data-id=\"f7a4d53\" data-element_type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t<a href=\"https:\/\/wa.link\/40jhlg\" target=\"_blank\" class=\"elementor-button-link elementor-button elementor-size-sm\" role=\"button\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t<span class=\"elementor-button-text\">Contact us<\/span>\n\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-70200e9 elementor-section-full_width elementor-section-height-default elementor-section-height-default\" data-id=\"70200e9\" data-element_type=\"section\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-no\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-99a1363\" data-id=\"99a1363\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap 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img{width:26px;height:26px;object-fit:contain;margin:0;display:block}\n.ca-cta img.ca-ct-av{border-radius:50%!important;width:44px!important;height:44px!important;object-fit:cover}\n.ca-art.ca-pr{max-width:1140px;margin:0 auto;padding:50px 24px 30px}\n.ca-pr .pr-grid{display:grid;grid-template-columns:330px 1fr;gap:36px;align-items:start}\n.ca-pr .pr-lead{background:#1C2327;color:#fff;border-radius:14px;padding:26px;position:sticky;top:110px}\n.ca-pr .pr-k{font-size:12px;font-weight:700;letter-spacing:.14em;text-transform:uppercase;color:#FCBA0F;margin:0 0 16px}\n.ca-pr .pr-lead img{width:96px!important;height:96px!important;border-radius:50%!important;object-fit:cover;border:3px solid #FCBA0F;display:block;margin:0 0 14px}\n.ca-pr .pr-lead h3{color:#fff;font-size:20px;margin:0 0 2px;padding:0;border:0;font-family:Montserrat,sans-serif}\n.ca-pr .pr-role{color:#F6C851;font-size:14px;font-weight:600;margin:0 0 12px}\n.ca-pr .pr-lead p.pr-bio{color:#c9d0d2;font-size:14px;line-height:1.6;margin:0 0 18px}\n.ca-pr .pr-mail{display:block;color:#fff!important;font-size:14px;margin-bottom:16px;word-break:break-all;text-decoration:none}\n.ca-pr .pr-btn{display:inline-block;background:#FCBA0F;color:#1E1E1E!important;font-weight:700;border-radius:40px;padding:12px 22px;text-decoration:none!important}\n.ca-art.ca-pr h2.pr-h{font-size:28px;margin:0 0 20px}\n.ca-pr .ca-rel{margin-top:34px}\n@media(max-width:900px){.ca-pr .pr-grid{grid-template-columns:1fr}.ca-pr .pr-lead{position:static}.ca-art.ca-pr{padding:36px 18px 20px}.ca-pr .ca-rel-g{grid-template-columns:1fr}}\/*pr-polish*\/.ca-pr .pr-lead .pr-btn{display:block;width:100%;box-sizing:border-box;text-align:center;white-space:nowrap;padding:13px 12px;font-size:14px;line-height:1.25;letter-spacing:0;margin:0}.ca-pr .pr-lead .pr-mail{margin-bottom:18px}.ca-pr .ca-rel-g{align-items:stretch}.ca-pr .ca-rel-c{display:flex!important;flex-direction:column;height:100%;box-sizing:border-box}@media(max-width:360px){.ca-pr .pr-lead .pr-btn{font-size:13px;padding:13px 8px}}<\/style><div class=\"ca-art ca-pr\"><div class=\"pr-grid\"><aside class=\"pr-lead\"><p class=\"pr-k\">Practice lead<\/p><img decoding=\"async\" src=\"https:\/\/canonasociados.com\/en\/wp-content\/uploads\/2026\/10\/carlos-andres-canon-managing-partner-tax-lawyer-bogota.webp\" alt=\"Carlos Andr\u00e9s Ca\u00f1\u00f3n, managing partner of Ca\u00f1\u00f3n Asociados and tax lawyer in Bogot\u00e1\" width=\"96\" height=\"96\" loading=\"lazy\"\/><h3>Carlos Andr\u00e9s Ca\u00f1\u00f3n<\/h3><p class=\"pr-role\">Managing Partner<\/p><p class=\"pr-bio\">Ranked by Chambers and Partners in Private Wealth Law \u2013 Colombia. Designs wealth management and business succession structures for families.<\/p><a class=\"pr-mail\" href=\"mailto:carlos.canon@canonasociados.com\">\u2709 carlos.canon@canonasociados.com<\/a><a class=\"pr-btn canon-open-lead\" data-clb-open href=\"https:\/\/canonasociados.com\/en\/contact-us\/#hablemos\">Book a conversation<\/a><\/aside>\n<div><h2 class=\"pr-h ca-plain\">Frequently asked questions<\/h2><div class=\"ca-faqs\"><details class=\"ca-faq\" open><summary>When should a family start succession planning?<\/summary><div class=\"ca-faq-a\"><p>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.<\/p><\/div><\/details><details class=\"ca-faq\"><summary>Which tools do you use to protect family wealth?<\/summary><div class=\"ca-faq-a\"><p>It depends on the case: holding companies, fiducias (trusts), wills, shareholders&#x27; agreements, family protocols and, where there are assets in several countries, international structures. It is almost always a combination.<\/p><\/div><\/details><details class=\"ca-faq\"><summary>What is a family protocol?<\/summary><div class=\"ca-faq-a\"><p>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.<\/p><\/div><\/details><details class=\"ca-faq\"><summary>Does succession planning reduce taxes?<\/summary><div class=\"ca-faq-a\"><p>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.<\/p><\/div><\/details><details class=\"ca-faq\"><summary>Do you work with families that hold assets abroad?<\/summary><div class=\"ca-faq-a\"><p>Yes. We coordinate Colombian planning with advisers in other jurisdictions and review tax residence, foreign exchange rules and foreign asset reporting.<\/p><\/div><\/details><\/div>\n<div class=\"ca-rel\"><p class=\"ca-rel-t\">Related articles<\/p><div class=\"ca-rel-g\"><a class=\"ca-rel-c\" href=\"https:\/\/canonasociados.com\/en\/legal-tax-update-september-2026\/\"><img decoding=\"async\" src=\"https:\/\/canonasociados.com\/en\/wp-content\/uploads\/2026\/10\/2658-featured-EN-768x432.png\" alt=\"Legal and Tax Update \u2013 September 2026\" loading=\"lazy\" width=\"768\" height=\"432\"\/><span><small>Tax Planning and Consulting<\/small>Legal and Tax Update \u2013 September 2026<\/span><\/a><a class=\"ca-rel-c\" href=\"https:\/\/canonasociados.com\/en\/decree-1419-2026-tax-customs-foreign-exchange-measures\/\"><img decoding=\"async\" src=\"https:\/\/canonasociados.com\/en\/wp-content\/uploads\/2026\/10\/2657-featured-EN-768x441.png\" alt=\"Decree 1419 of 2026: Tax, Customs and Foreign Exchange Measures for Earthquake-Affected Taxpayers\" loading=\"lazy\" width=\"768\" height=\"432\"\/><span><small>Tax Planning and Consulting<\/small>Decree 1419 of 2026: Tax and Customs Relief<\/span><\/a><a class=\"ca-rel-c\" href=\"https:\/\/canonasociados.com\/en\/legal-tax-update-august-2026\/\"><img decoding=\"async\" src=\"https:\/\/canonasociados.com\/en\/wp-content\/uploads\/2026\/10\/2656-featured-EN-768x441.jpg\" alt=\"Legal and Tax Update \u2013 August 2026\" loading=\"lazy\" width=\"768\" height=\"432\"\/><span><small>Tax Planning and Consulting<\/small>Legal and Tax Update \u2013 August 2026<\/span><\/a><\/div><\/div><\/div><\/div><\/div><script type=\"application\/ld+json\">{\"@context\": \"https:\/\/schema.org\", \"@type\": \"FAQPage\", \"mainEntity\": [{\"@type\": \"Question\", \"name\": \"When should a family start succession planning?\", \"acceptedAnswer\": {\"@type\": \"Answer\", \"text\": \"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.\"}}, {\"@type\": \"Question\", \"name\": \"Which tools do you use to protect family wealth?\", \"acceptedAnswer\": {\"@type\": \"Answer\", \"text\": \"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.\"}}, {\"@type\": \"Question\", \"name\": \"What is a family protocol?\", \"acceptedAnswer\": {\"@type\": \"Answer\", \"text\": \"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.\"}}, {\"@type\": \"Question\", \"name\": \"Does succession planning reduce taxes?\", \"acceptedAnswer\": {\"@type\": \"Answer\", \"text\": \"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.\"}}, {\"@type\": \"Question\", \"name\": \"Do you work with families that hold assets abroad?\", \"acceptedAnswer\": {\"@type\": \"Answer\", \"text\": \"Yes. We coordinate Colombian planning with advisers in other jurisdictions and review tax residence, foreign exchange rules and foreign asset reporting.\"}}]}<\/script>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-8d2df63 elementor-section-full_width elementor-section-height-default elementor-section-height-default\" data-id=\"8d2df63\" data-element_type=\"section\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-d5abd22\" data-id=\"d5abd22\" data-element_type=\"column\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap 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commercial law\">Corporate and commercial law<\/option><option value=\"Complementary legal services\">Complementary legal services<\/option><option value=\"Integra Family Office\">Integra Family Office<\/option><option value=\"Other\">Other<\/option>\t\t\t<\/select>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<div class=\"elementor-field-type-recaptcha_v3 elementor-field-group elementor-column elementor-field-group-field_36020d1 elementor-col-100 recaptcha_v3-bottomleft\">\n\t\t\t\t\t<div class=\"elementor-field\" id=\"form-field-field_36020d1\"><div class=\"elementor-g-recaptcha\" data-sitekey=\"6LdNAzUgAAAAAKyy27yUTYm5hA842xEmDFEubjSJ\" data-type=\"v3\" data-action=\"Form\" data-badge=\"bottomleft\" data-size=\"invisible\"><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<div class=\"elementor-field-group elementor-column elementor-field-type-submit elementor-col-100 e-form__buttons\">\n\t\t\t\t\t<button type=\"submit\" class=\"elementor-button elementor-size-sm 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governance. Our Firm focuses a large part of its practice on the planning, design and implementation&hellip; <a class=\"more-link\" href=\"https:\/\/canonasociados.com\/en\/family-wealth-management\/\">Continue reading <span class=\"screen-reader-text\">Family Wealth Management<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"_joinchat":[],"footnotes":""},"class_list":["post-393","page","type-page","status-publish","hentry","entry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.7 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Family Wealth Management &amp; Estate Planning | Ca\u00f1\u00f3n Asociados<\/title>\n<meta name=\"description\" content=\"Family wealth management in Colombia: succession planning, wealth reorganisation, family business governance and family protocols. 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