This is the first step
in building your legacy

CONSULTANCY IN PROTECTION AND WEALTH PLANNING

Design and personalized implementation of wealth protection structures in these areas:

 

LEGAL:

  • Wealth Legal protection.
  • Private interest foundation and personalized Internal Regulations.
  • Anonymous Societies.
  • Legacy and wealth succession plan (Testament)

ACCOUNTANT:

  • Audited financial statement.
  • Income Statements.
  • Fiscal update.
  • Procedures and registrations.

BUSINESS:

  • Business valuation.
  • Shareholders Agreements.
  • Utilities.
  • Investment policies.
  • Strategic business planning

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