Successful estate planning requires constant communication, international knowledge and contacts, alignment of interests, periodic reviews, among other elements, to efficiently maintain and transfer family assets through generations avoiding, or failing that, solving, family conflicts. To do this, at Activa Wealth we assist our clients in:
• Estate and succession planning.
• Selection of jurisdictions more suitable for the family and coordination of the wealth structure settlement.
• Selection of entities and legal structure taking into consideration the family and operational business level.
• Tax analysis through expert advisors in each selected jurisdiction.
• Creation of Trusts and/or trust services either through our partnership with Clariga AG or with the Trustee that the family or customer refers.
• Asset compliance, maintenance and monitoring services.
• International Migration and/or residency advice.
