Family Offices
Given that the value of many family offices’ structures exceeds that of numerous private companies, they must be managed with the same level of professionalism and care that the SMPS Legal team provides.
We act as private general counsel for family offices, helping with legal and business matters while providing our clients with a comprehensive and detailed perspective that fully considers the benefits our advice can bring to the various structures the client may require.
Structuring succession plans and creating succession vehicles such as trusts and wills to ensure the transfer of wealth and protect assets against conflicts, divorces, or insolvencies. (Estate Planning).
Among the services we offer, we find:
- Tax Consulting: Planning and implementation of tax structures to optimize domestic and international taxes on income, inheritance, and donations, ensuring compliance with regulations such as FATCA and CRS.
- Tax Litigation: Advising our clients against political risks with bilateral investments treaties.
- Corporate – Transactional: Advisory on acquisitions, mergers, and commercial transactions, as well as designing structures for asset ownership and alternative investments such as private equity, real estate, and hedge funds.
- Corporate Governance: Establishing governance and shareholder agreements to regulate rights, responsibilities, and decision-making, along with implementing family protocols to resolve conflicts.
- Compliance: Strategies to mitigate legal and operational risks, including foreign tax regulations and anti-money laundering measures.
- Corporate Vehicle Structuring: Establishing companies, funds, and structures to manage investments and assets, as well as advising on the administration of philanthropic foundations and collective investment vehicles.
- Real Estate: Acquisition, management, and sale of personal and family office properties.