Private Wealth Law

Our Wealth Management practice advises high-net-worth individuals, family offices and fiduciaries on the structuring, preservation and efficient transfer of wealth, in Mexico and across international contexts. We act as trusted advisers in an environment marked by increasing regulatory complexity, evolving tax frameworks, heightened scrutiny from authorities and greater mobility of assets. Our approach is inherently multidisciplinary. We work closely with our tax, B&F, capital markets, M&A, real estate, compliance, and dispute resolution practices to deliver coherent solutions, both in the structuring and implementation of wealth arrangements and, where necessary, their defence.

We advise on: Estate and succession planning, including the use of trusts, corporate vehicles and cross-border structures, with a focus on tax efficiency, control and continuity, family governance, including family protocols and decision-making frameworks, tax planning and risk management, in both advisory and contentious contexts, asset holding and investment structures, including real estate, business interests and financial assets, taking into account regulatory and tax considerations, family office advisory, covering structuring, governance and ongoing operations and dispute resolution, including wealth, succession and corporate disputes.

Our practice is characterised by long-standing client relationships, partner-led engagement and a focus on clarity, discretion and technical excellence.