Asset Management

We understand that wealth management is essential to ensure the financial security, and continuity of your family and business legacy. 

Our services include:

A. Leading succession management

• Reviewing family planning for succession
• Providing advice and support in the structuring of vehicles abroad, such as trusts, private interest foundations, investment funds, companies abroad, etc
• Supporting and providing advice on local planning including the incorporation of companies, contributions in kind, incorporation of commercial and civil trusts, among others
• Supporting donations, usufructs, winding-up of marital partnerships, succession procedures, drafting of wills
• Recommending regarding the best alternative for each family and providing advice on tax, accounting, legal, and exchange matters
• Leading business governance strategies through family protocols and shareholder agreements

B. Investment protection

• Analyzing the structure and particularities of each business in accordance with investment protection and promotion agreements, and free trade agreements where investment protection clauses are included
• Providing suggestions regarding investment protection treaties in force and their application for Colombians in national territory or abroad
• Structuring vehicles required to achieve the objective and accompaniment in asset movements that may arise
• Giving recommendations regarding the most appropriate jurisdiction and type of vehicle to achieve the objective of protecting investments

C. Asset management

• Reviewing tax, legal, accounting, and exchange aspects of existing family asset structures
• Providing advice and supporting in the planning and implementation of the most convenient asset structure in accordance with the interests of the family considering the tax, legal, accounting, and exchange scope applicable Preparing estate planning strategies for both national and international tax optimization in accordance with the Agreements to Avoid Double Taxation (CDI)
• Structuring comprehensive strategies for the management of family assets in relation to review of succession issues, assets abroad, corporate governance, tax optimizations, accounting and legal due diligence, accounting management of family companies, among others