Holdings, Foundations and Fiduciary Vehicles

We structure family holdings for centralized wealth management. We optimize governance and tax efficiency in complex corporate architectures.

Creation of private foundations for philanthropic and wealth purposes. We develop structures that combine family objectives with social impact.

Structuring of trusts and international fiduciary vehicles. We use appropriate jurisdictions for asset protection and management.

Governance in family wealth structures. We implement control and supervision systems adequate to structure complexity.

Compliance with international tax obligations. We maintain structures compliant with CRS, FATCA and other transparency regimes.

Management of beneficiaries and distributions. We develop policies and procedures for effective family benefit management.

Succession in complex fiduciary structures. We prepare generational transitions preserving structure continuity and effectiveness.