reserve Wealth.
Optimize Cross-border Complexities
Plan with Precision.
Your wealth crosses borders. So should your legal planning. Tailored legal strategies for global families, founders, investors, and fiduciaries designed to preserve wealth, reduce risk, and simplify succession across borders.
Assess Your Heritage Risk
Take a brief assessment to gain clarity on your current risk profile.
Why this isn´t just "Estate planning"
What protects your legacy in one system can compromise it in another.
What everyone says:
- You need a trust or a will
- You should think about “succession”
- You should talk to your bank, tax advisor, or local notary (in Civil Law countries)
What nobody tells you:
- How cross-border rules can nullify your estate plan
- That your U.S. green card may expose your heirs to estate taxes
- Why holding assets in the wrong country could trigger enforcement
- That acronyms like FATCA, CRS, PFICs, or CFCs carry complex consequences, not just compliance checkboxes
We
help you:
Build estate plans that actually work across borders and promote growth.
Protect assets from succession fights, tax risk, or regulatory scrutiny.
Structure with foresight, discretion, and local understanding.
Align wealth with values, not just in life, but across generations.
Coordinate with family offices, fiduciaries, and tax teams globally.
Who this is for
This is for you if:
- → You're managing wealth across the U.S., LatAm, or Europe
- → You're a family office, trustee, or philanthropic advisor navigating cross-border rules
- → You're thinking about moving, retiring abroad, or passing on your business
- → You’re preparing your estate or succession plan.
Our legal advantage
Custom legal guidance for:
- Global families
- Entrepreneurs with complex ownership structures
- Global investors structuring multi-market exposure
- Trustees and fiduciaries managing international trusts
- Philanthropists creating multi-jurisdictional legacies
Key Capabilities
This is for you if:
Estate & Succession Planning
Asset Protection & Governance
Cross-Border Tax Structuring
Regulatory Strategy & Transparency
Legacy & Impact Advisory
Who We've Helped
Start with clarity.
Close with confidence.
Let’s build something that lasts.
