Wealth Planning

This practice includes the design of tax-efficient strategies and defining the most suitable wealth management framework, considering factors such as:

• i) the family composition,
• ii) the generational stage it is currently facing, and
• iii) the economic sector of the family business. This is aimed at safeguarding the family’s financial assets while fostering the development of their human and relational capital.

Serrano Martínez CMA provides advise to business families in succession planning processes and in the events of generational transfer of control of the companies, by defining family governance and family business (family protocols and regulations), in the design and implementation of local and foreign wealth structures that enable to have liquidity abroad.