Family and Succession Planning
Our Approach
We design succession planning strategies tailored to your profile, ensuring an efficient asset transfer in compliance with U.S. regulations.
Do you want to plan with legal and financial security in the long term while protecting your assets?
Success Story
Client Industry
Foreign Investor with an Investment Account in the U.S.
Challenge
• Exposure to Estate Tax (up to 40%)
• Possible fund blockage and legal succession in the U.S.
• Lack of estate and tax planning
Approach
• Design of an efficient estate structure (trust or corporate entity)
• Legal and tax coordination for full implementation
• Proactive strategy to minimize tax burden and avoid litigation
Impact
• Design of an efficient estate structure (trust or corporate entity)
• Legal and tax coordination for full implementation
• Proactive strategy to minimize tax burden and avoid litigation