Wealth and Succession Governance

We assist entrepreneurs, families, and groups in the legal structuring of assets and regulation of generational transfers through solid legal instruments consistent with governance and continuity objectives. Our intervention focuses on protection, stability, and orderly transmission of wealth, including in complex corporate contexts with multiple heirs and shareholders.

• Family pact, destination deed, and internal regulation drafting
• Amendments to corporate bylaws for succession planning
• Establishment of trusts, foundations, fiduciary mandates, and other asset protection vehicles
• Assistance in the assumption of fiduciary roles (e.g., as trustee)
• Coordination among family members, shareholders, and governance bodies
• Protection of vulnerable or incapacitated individuals
• Integration with tax and inheritance law strategies