Generational Transition is a complex process that requires the intervention of highly specialized professionals, as it involves a comprehensive study of civil and tax aspects.

Understanding the client's business and their economic and business needs is fundamental to identifying a tax-efficient corporate structure that ensures an optimal and orderly transition.

We assist business families, both national and international, in designing a clear and comprehensive succession plan that addresses issues such as asset distribution, business control, and family wealth protection by advising on the preparation and drafting of the necessary legal instruments.

During the succession process, we support the client in carrying out the legal and tax procedures required for the acceptance and allocation of the inheritance, enabling the transfer of the assets and property of the deceased to their heirs or legatees. We also draft and prepare succession agreements to anticipate the tax consequences of the succession.

We offer comprehensive advice in the review and analysis of inheritance-related documentation, helping the client understand their rights and obligations, while assessing the assets and liabilities comprising the estate to fulfill the legally prescribed civil and tax obligations (such as obtaining administrative documents, filing and processing taxes, and formalizing the transfer of ownership of inherited assets).

We evaluate the client's assets (properties, financial investments, insurance, debts, and other assets) along with their specific needs to develop a personalized strategy that results in sound personal and business decision-making, favoring tax optimization and operational flexibility.

Drawing on our extensive experience in advising high-net-worth individuals and family businesses, we identify the investment vehicle that best aligns with the client's objectives and interests, participating in the implementation of corporate structures that are optimal from both economic and tax perspectives. We advise on strategic investments such as SCR's, SOCIMIs, trusts, and other investment vehicles, as well as art and real estate investment vehicles.

To achieve this, we carry out primary and recurring business transactions, along with designing corporate restructuring operations (mergers, spin-offs, exchanges, and capital contributions), guiding the client in drafting all necessary corporate documents, including shareholder agreements, family protocols, and contractual documents to prevent corporate conflicts.

We firmly believe that providing accurate and sincere client guidance enables the development of a long-term tax strategy that optimizes taxes through proactive planning and selecting the appropriate business structure, ensuring peace of mind while simultaneously maximizing profits and minimizing risks.

Understanding family objectives and values allows us to develop strategies to preserve them over time, including drafting wills, shareholder agreements, family protocols, and succession agreements, as well as designing robust governance structures that prioritize effective asset management.

With solid and extensive experience in transferring family businesses, whether through donation or succession, we offer guidance in reviewing compliance requirements to ensure the application of tax benefits, in accordance with criteria applied by the Tax Administration during inspections.

We are committed to the future sustainability of individuals and therefore provide legal and tax advice in the establishment and management of nonprofit entities (Foundations).

We specialize in the establishment and management of protected assets for individuals with disabilities as a tool to ensure the economic protection of the beneficiary and the ability to obtain numerous advantages associated with this structure.

In the midst of such a changing and innovative environment, we are committed to staying at the forefront of technological and legal knowledge, covering areas of intervention that are prominent in today's entrepreneurial ecosystem such as advising startups, e-services, Fintech, and cryptocurrencies.