Intellectual property

Your trademarks, creative works, and other intangible assets are also part of your wealth: protect, value, and transfer them in an orderly manner across generations and jurisdictions.

IP Audit and Valuation for Wealth Planning

Identifying and valuing intangible assets as part of the family's wealth.

• Conducting IP audits to identify trademarks, creative works, and other registrable and valuable intangible assets.
• Valuing intangible assets for wealth inventory and succession-planning purposes.
• Aligning IP ownership among the founder, the family business, and the heirs.

Trademarks, Copyright, and Brand Protection

Protecting the identity and content created by the owner or family business.

• Registering trademarks and copyrights in the United States, Mexico, Colombia, and globally.
• Advising on the development and protection of the family or corporate brand.
• Enforcing rights through takedowns, oppositions, and coordinated litigation when an asset is at risk.

Licensing and Royalties

Structuring licenses to monetize IP within and outside the family.

• Drafting license agreements, IP assignments, and royalty structures.
• Advising on exclusivity, sublicensing, and territorial scope.
• Coordinating tax and foreign exchange matters to optimize cross-border royalty flows.

Protection of Trade Secrets and Know-How

Safeguarding the knowledge and formulas that sustain the family business.

• Drafting NDAs, confidentiality agreements, and internal policies.
• Assessing risk when key employees, partners, or suppliers depart.
• Designing internal protocols to preserve know-how across generations.

Generational and Cross-Border Transfer of IP

Intellectual property can also be inherited - and it must be properly organized.

• Structuring the transfer of trademarks, creative works, and royalties to the next generation.
• Coordinating with the owner's wealth and succession plan.
• Aligning IP ownership when heirs or assets are located in different jurisdictions.