Wealth
International succession and inheritance planning
The succession of an asset generally follows the law of the country where it is located. When legislations do not align, those who pay the bill — in money, time and conflict — are the heirs.
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Available in: Uruguay · Chile · Paraguay
Who it is for
- Families with assets at home and abroad
- Those with more than one heir who want to avoid conflict
- Entrepreneurs with corporate holdings to transfer
- Families with minor heirs or heirs in different jurisdictions
- Those with succession planning done before the recent changes
When it makes sense
Faz sentido quando
- There is relevant wealth in more than one jurisdiction
- The next generation is already defined and the intent to transfer is clear
- There are illiquid assets that would make paying transfer taxes difficult
- The current planning was designed under rules that have changed
Não faz sentido quando
- There is no relevant wealth to transfer
- There are open family disputes that must be resolved first
- The expectation is that the structure will cancel taxes — it organizes and optimizes, it does not eliminate
What you receive
Complete succession map
What exists, where it is and which law governs the transfer of each category of asset.
Identified friction points
Where legislations intersect, where there is a risk of blockage and where the outcome would differ from the intended one.
Succession design
Instruments suited to each asset, implementation sequence and family governance rules.
Cost projection
The estimated cost of planned versus unplanned transfer — in tax and in liquidity.
What it will be like for you
It is the most postponed conversation and the most expensive to postpone. We conduct it with discretion and sensitivity.
A single view over the whole
Plans made country by country, separately, can conflict with one another.
Family involvement when desired
Governance works best when it is known by those it will affect.
Coordinated implementation
Execution in the jurisdictions involved, with local specialists under our coordination.
What is included
- Dedicated consultant from start to finish
- Accompanying translator at in-person stages
- Local team in the destination country
- Logistical support and scheduling
- Coordination of lawyers, accountants and notaries
- Secure channel for sending sensitive documents
And afterward
A succession structure is a living organism: rules change, wealth changes and the family changes. We review it periodically so the plan continues to produce the intended effect.
Frequently asked questions
Does my home law apply to my assets abroad?
Not automatically. Succession usually follows the law of the country where the asset is located — and that is precisely why plans made looking at only one side produce surprises.
What changed recently?
The framework for taxation on transfers moved toward progressivity based on value, and the incidence on assets located abroad was regulated. For large estates, the change is material.
Is there still time to plan?
Succession planning can only be done during one’s lifetime. While there is time and choice, there is something to organize — afterward, what remains is managing consequences and, frequently, litigation.
Does this eliminate inheritance tax?
We do not promise elimination. Planning organizes, anticipates and optimizes within the law — and, above all, it prevents the family from having to sell assets in a rush to pay taxes.
Is your succession designed?
The family that plans transfers wealth. The one that does not plan transfers a lawsuit.
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