Prieto & Carrizosa´s Private Client Practice offers world class advice to serve a wide variety of high-net worth individuals, families and their business, in the long-term. Our Private Client Practice team is able to provide the highest standards of confidentially regarding individual clients, their business and their personal affairs, while interacting with other groups of the Firm to give a complete and global advice on diverse matters, including:
Development of structures proposed to provide long-term wealth transfer planning, enabling clients to reassign assets among family members and between generations, (generation-skipping), and make creative charitable donations. For that purpose, we use structures such as investment funds, including family partnerships, limited liability companies, corporations and complex trusts and private interest foundations.
Representation and advice on conflicts of law, drafting of wills, international estate and tax planning, limitations on testamentary freedom, implementation and enforcement of testamentary dispositions, and managing donations at both national and international levels.
Development of tax-efficient structures for clients with estates and family members in several jurisdictions (private interest foundations, offshore companies, etc.).
Advice on succession planning for closely-held family businesses. We assist our clients through generational transitions and help them develop effective structures designed to ensure the continuance of their companies and business´ wellbeing and success, in this matter we advice and accompany the family in the development process and drafting of their Family Constitution.
Counsel on charitable planning, trusts and foundations, including structured charitable, cultural and educational pledges and conservation easements.
Representation and legal assistance dissolving community properties by mutual agreement, which sometimes involves drafting of inventories of assets of minors, and prenuptial agreements.
For more information on Prieto & Carrizosa's Private Client Practice, please contact Juan Manuel Prieto.