Private Client

Private Client

Cross-border counsel for U.S. persons managing global exposure,
estate complexity, and tax alignment.
We advise U.S. persons with dual citizenship on structuring wealth, investments,
and compliance across borders—where two sovereign systems meet,
we deliver one coordinated strategy.

Legal clarity shouldn't be a luxury.
Explore our flat-fee offerings – designed for founders who need
certainty, speed, and real counsel.

Flat fee

Our Process

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1. Strategic Intake  

We begin with a targeted legal consultation to identify capital objectives, friction points, and jurisdictional constraints.

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2. Deal Architecture  

We provide tailored legal solutions for your business within the U.S. and its expansion. We draft and negotiate custom investment instruments including SAFEs, convertible notes, and equity rounds incorporating compliance safeguards at every stage.

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3. Execution & Closing

We oversee the entire execution process—from negotiating the term sheet to finalizing investor documentation—ensuring full compliance with U.S. and local securities regulations, and vice versa, depending on jurisdiction.

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4. Advisory Continuity

Our work doesn’t stop at closing. We stay by your side—supporting governance, handling regulatory filings, and guiding next-stage capital activity as your business continues to grow.

Cross-border is not our challenge—it’s our playing field.

 We counsel at the intersection of U.S., Mexican, and Colombian legal systems. Whether structuring investment vehicles, optimizing tax positions, or managing dual-regulatory exposure, we operate across borders with the fluency of locals and the discipline of international counsel. We don't just bridge jurisdictions—we integrate them.

We act as if your cap table, equity stake, and liability were our own.

Our advice is anchored in alignment—built around the decisions you face, not the hours we bill. Whether guiding founders, investors, or boards, we take on risk like principals, not service providers. This is not legal in abstraction; this is counsel with skin in the game.

Documents don’t close deals—lawyers do.

We run lean, senior-led legal teams built for speed and substance. From SAFEs to SPAs, our clients rely on us to execute transactions where timing, jurisdiction, and precision are non-negotiable. We don’t just paper the deal—we drive it across the finish line.

We treat compliance as strategy—not cleanup.

Our regulatory work begins where others react. From securities filings to FATCA, CRS, AML, and ultimate beneficial ownership (UBO) rules, we guide clients through evolving U.S. and LatAm regimes with jurisdictional fluency and forward positioning. The result: less exposure, more leverage.

Equity is only power if it lasts.

 We help founders and investors turn transactional wins into long-term structures—family offices, holding companies, trusts, and intergenerational frameworks. Whether anchoring a U.S. estate plan or safeguarding cross-border equity, we align legal architecture with what comes next.
Cross-border is not our challenge—it’s our playing field.
We counsel at the intersection of U.S., Mexican, and Colombian legal systems. Whether structuring investment vehicles, optimizing tax positions, or managing dual-regulatory exposure, we operate across borders with the fluency of locals and the discipline of international counsel. We don't just bridge jurisdictions—we integrate them.
We act as if your cap table, equity stake, and liability were our own.
Our advice is anchored in alignment—built around the decisions you face, not the hours we bill. Whether guiding founders, investors, or boards, we take on risk like principals, not service providers. This is not legal in abstraction; this is counsel with skin in the game.
Documents don’t close deals—lawyers do.
We run lean, senior-led legal teams built for speed and substance. From SAFEs to SPAs, our clients rely on us to execute transactions where timing, jurisdiction, and precision are non-negotiable. We don’t just paper the deal—we drive it across the finish line.
We treat compliance as strategy—not cleanup.
Our regulatory work begins where others react. From securities filings to FATCA, CRS, AML, and ultimate beneficial ownership (UBO) rules, we guide clients through evolving U.S. and LatAm regimes with jurisdictional fluency and forward positioning. The result: less exposure, more leverage.
Equity is only power if it lasts.
We help founders and investors turn transactional wins into long-term structures—family offices, holding companies, trusts, and intergenerational frameworks. Whether anchoring a U.S. estate plan or safeguarding cross-border equity, we align legal architecture with what comes next.
A blue passport sits on a globe.Two men signing papers at a desk.A man signing a piece of paper.A man in a suit sitting at a desk with a computer screen in front of him.A man sitting at a desk looking at a piece of paper.A man is using a tablet computer.

FAQs

Q: What is corporate governance and why is it important for the management and sustainability of my company?

A: It depends on the type and size of the company, but at its core, corporate governance is the system of rules, structures, and practices by which a company is directed and controlled.

In Colombia, key principles include transparency, accountability, active shareholder participation, and management oversight—especially in closely held or family-owned companies. These are promoted through guidelines such as those issued by the Superintendency of Companies.

In the United States, the focus is on board independence, shareholder protection, disclosure of material information, and regulatory compliance, particularly in publicly traded companies.

In both countries, strong corporate governance improves decision-making, reduces risk, enhances reputation, facilitates access to financing, and plays a critical role in ensuring the long-term sustainability and growth of any business.

How can I transfer my wealth to my children without losing control over it?

A common solution is to create a trust or a holding company where you transfer the assets but retain management powers for example, as a “grantor” or trustee establishing clear rules about when and how your children will receive the assets. This way, you protect the estate against contingencies while maintaining decision-making power during your lifetime. There are also options such as family holding companies, donations with reserved usufruct, or succession agreements that can be adapted to your needs and the applicable tax regime. Every family is different: let’s discuss and develop an estate plan that combines protection, tax efficiency, and control.