Trusts and Estates is a multidisciplinary practice that considers the needs of the family and its members in a comprehensive manner. This team operates as a specialized firm or rather “boutique firm”, in which lawyers provide personalized service, ensuring complete confidentiality – even within the firm – when working with families’ legal matters.
Our team provides services taking into account the three main factors involved in family wealth planning:

  1. Family
  2. Company
  3. Property

Our advice is focused on developing structures that result in a harmonious and efficient operation of the family business and, at the same time, optimal distribution of the assets to the next generation.

Trusts and Estates
Portfolio of services
  • Estate planning.
  • Family assets protection.
  • Transnational planning structures.
  • Tax and corporate reorganization schemes for family companies
  • Tax and corporate consulting on the sale and reorganization of family companies.
  • Advice to families with multiple nationalities and/or tax residencies.
  • Advice in obtaining or relinquishing Colombian tax residency. 
  • Shareholder agreements in family companies.
  • Family protocols or constitutions. 
Portfolio of services
  • Estate planning.
  • Family assets protection.
  • Transnational planning structures.
  • Tax and corporate reorganization schemes for family companies
  • Tax and corporate consulting on the sale and reorganization of family companies.
  • Advice to families with multiple nationalities and/or tax residencies.
  • Advice in obtaining or relinquishing Colombian tax residency. 
  • Shareholder agreements in family companies.
  • Family protocols or constitutions. 
Experience
Advised a Colombian family with American children in connection with a significant liquidity event from the sale of a business in Colombia.
Advised a Colombian family with American children in connection with a significant liquidity event from the sale of a business in Colombia.
Advised a family in the design and creation of an estate plan, advising each member of the family on the creation of trusts, private foundations or other structures depending on each member’s particular needs.
Advised a family in the design and creation of an estate plan, advising each member of the family on the creation of trusts, private foundations or other structures depending on each member’s particular needs.
Counsel to a family of which all its members are both Colombian and US citizens in a dispute with other branches of the family and with the family trust’s trustee in a foreign jurisdiction.
Counsel to a family of which all its members are both Colombian and US citizens in a dispute with other branches of the family and with the family trust’s trustee in a foreign jurisdiction.
Advised a family whose members of the first generation are Colombian nationals and US residents in their process of voluntary disclosure before the IRS, under the lead of US lawyers and experts.
Advised a family whose members of the first generation are Colombian nationals and US residents in their process of voluntary disclosure before the IRS, under the lead of US lawyers and experts.
Provided advice to a Colombian family whose mother and children are US residents in order to minimize tax impacts on inheritance processes in both jurisdictions.
Provided advice to a Colombian family whose mother and children are US residents in order to minimize tax impacts on inheritance processes in both jurisdictions.
Analysis of the legal impact of the protocol of a family that owns a well-known company in Colombia, as well as providing the amendments of the legal documents of the company in order to align them with the protocol.
Analysis of the legal impact of the protocol of a family that owns a well-known company in Colombia, as well as providing the amendments of the legal documents of the company in order to align them with the protocol.