We are a team of legal and wealth advisors with experience in local and cross-border corporate legal transactions and mergers & acquisitions for clients of diverse nature and industries, as well as in the design and execution of comprehensive wealth planning structures and succession planning needs, for which we primarily work with high and ultra-high net worth families in the U.S., Mexico and Latin America.
In partnership with Global Wealth Financial we provide tailor-made solutions to create liquidity through life insurance and premium financing structures to address possible liabilities, such as covering certain taxes, avoiding asset liquidation, purchase-salefinancing, debt settlement, equity compensation, among others.
Our approach allows us to design innovative legal and commercial solutions and the execution of projects with a high degree of complexity in corporate legal, tax and estate planning matters.
Analysis, design, and execution of estate planning structures in Mexico and abroad, which comprise civil inheritance aspects, aspects related to the use, possession and enjoyment of assets, the sale and disposition of such assets, and implementation of estate rebalancing schemes according to the succession needs of a certain family estate.
Design and implementation of legal structures, trusts and other Mexican and international vehicles that are efficient from a tax, financial and operational perspective.
Design and execution of cross-border estate planning strategies and inheritances, including legal and tax planning in the transfer of assets in Mexico and abroad.
Review of the global distribution of assets to maximize efficiency and tax compliance.
Design and implementation of succession instruments that regulate the transfer of assets to future generations.
We design and implement structures to acquire, operate and manage special assets that can constitute an important part of our client's wealth, such as aircrafts, boats, and equines.
Design and execution of succession schemes regarding a running business, to foresee a successful transition and succession to future generations, to guarantee the control of the company and structure control, vote and veto rights to guarantee business continuity and consolidation of a company’s sustainability towards the next generation.
Design and incorporation of corporate governance practices, management committees and other bodies, code of conduct and family protocols regarding a running business.
Incorporation of corporate governance structures and schemes that ensure control of the company, as well as the integration of independent members to guarantee business continuity for next generations.
In partnership with Global Wealth Financial, we design estate planning structures through structured life insurance and other financial instruments that allow to plan ahead any future liquidity events, waterfalls or payment schemes and to ensure how a family estate may protect its assets and face tax, financial or obligations of other nature in a later time.
In the context of estate planning, we provide legal services in the field of mergers and acquisitions to achieve the consolidation or deconsolidation of assets which comprise a family estate, whether these are part of the operating assets of their businesses or if those form part of a long-term group of assets of such family estate.
The firm has experience in sophisticated commercial and corporate transactions, including the structuring and negotiation of joint venture structures, strategic alliances, and complex contracts in the context of businesses operating primarily in Mexico and abroad.
In this area of expertise, we have also advised in the design and completion of corporate schemes and operations of conglomerates of companies and their restructuring, as well as in the planning of investment protection plans and control schemes.
Analysis, design, and execution of estate planning structures in Mexico and abroad, which comprise civil inheritance aspects, aspects related to the use, possession and enjoyment of assets, the sale and disposition of such assets, and implementation of estate rebalancing schemes according to the succession needs of a certain family estate.
Design and implementation of legal structures, trusts and other Mexican and international vehicles that are efficient from a tax, financial and operational perspective.
Design and execution of cross-border estate planning strategies and inheritances, including legal and tax planning in the transfer of assets in Mexico and abroad.
Review of the global distribution of assets to maximize efficiency and tax compliance.
Design and implementation of succession instruments that regulate the transfer of assets to future generations.
We design and implement structures to acquire, operate and manage special assets that can constitute an important part of our client's wealth, such as aircrafts, boats, and equines.
Design and execution of succession schemes regarding a running business, to foresee a successful transition and succession to future generations, to guarantee the control of the company and structure control, vote and veto rights to guarantee business continuity and consolidation of a company’s sustainability towards the next generation.
Design and incorporation of corporate governance practices, management committees and other bodies, code of conduct and family protocols regarding a running business.
Incorporation of corporate governance structures and schemes that ensure control of the company, as well as the integration of independent members to guarantee business continuity for next generations.
In partnership with Global Wealth Financial, we design estate planning structures through structured life insurance and other financial instruments that allow to plan ahead any future liquidity events, waterfalls or payment schemes and to ensure how a family estate may protect its assets and face tax, financial or obligations of other nature in a later time.
In the context of estate planning, we provide legal services in the field of mergers and acquisitions to achieve the consolidation or deconsolidation of assets which comprise a family estate, whether these are part of the operating assets of their businesses or if those form part of a long-term group of assets of such family estate.
The firm has experience in sophisticated commercial and corporate transactions, including the structuring and negotiation of joint venture structures, strategic alliances, and complex contracts in the context of businesses operating primarily in Mexico and abroad.
In this area of expertise, we have also advised in the design and completion of corporate schemes and operations of conglomerates of companies and their restructuring, as well as in the planning of investment protection plans and control schemes.
We thrive to live according to our values and to reflect those while advising our clients.
We are committed to providing the highest degree of advisory services based on a culture founded according to the following principles that we deem essential:
The nature of our approach towards our client is to create tailor-made solutions while putting attention to detail and a personalized approach, all of which allow us to provide services with the highest standards of excellence.
We measure ourselves by our ability to successfully execute projects with a high degree of value creation for our clients.
For our firm, is fundamental to have a comprehensive perspective towards a client, and that goes well beyond a specific transaction or project.
It implies having a sophisticated degree of understanding of our client’s business model, profitability, entry-barriers, competition, and geographic factors that determine its success, and then creating a legal strategy and structure that it will not only suffice its current needs but also stand the test of time.
As part of our values, we aim to cultivate responsive and lasting relationships with our clients, and thus we believe that any advice given must comprehend our client's culture, background, and vision.
We understand that a successful implementation of our advice relies on technical advice, but above all on our knowledge of the logic and perspective of our clients with a long-term perspective.
Firmly committed to our mission and by recognizing the client's interest at the core of everything we do, we seek to create added value and understand that the sustainability of our firm is the result of long-term relationships with our clients. Our approach goes beyond the execution of an specific project or conjunctural situation, since we thrive to focus our talent on the most relevant aspects and advise them to protect and grow their assets and operations, increase their wealth, improve their lifestyle and design and implement strategies that allow them to create and maintain a lasting legacy to new generations.
By recognizing diversity and multiculturalism as perhaps the most important differentiator in our industry, we can understand our clients' backgrounds, their main challenges and intentions and thus provide customized and thoughtful solutions that can be implemented seamlessly according to their needs and standards.
We understand that the success of our business depends on the trust we gain from our customers and stakeholders.
We gain credibility by adhering to our values, by achieving our targets and results in the right way and without taking shortcuts of any kind.
Our team strives to maintain the highest standards of confidentiality, discretion, as well as cutting-edge technology platforms to keep our clients' information and operations with the highest level of confidentiality.
The nature of our approach towards our client is to create tailor-made solutions while putting attention to detail and a personalized approach, all of which allow us to provide services with the highest standards of excellence.
We measure ourselves by our ability to successfully execute projects with a high degree of value creation for our clients.
For our firm, is fundamental to have a comprehensive perspective towards a client, and that goes well beyond a specific transaction or project.
It implies having a sophisticated degree of understanding of our client’s business model, profitability, entry-barriers, competition, and geographic factors that determine its success, and then creating a legal strategy and structure that it will not only suffice its current needs but also stand the test of time.
As part of our values, we aim to cultivate responsive and lasting relationships with our clients, and thus we believe that any advice given must comprehend our client's culture, background, and vision.
We understand that a successful implementation of our advice relies on technical advice, but above all on our knowledge of the logic and perspective of our clients with a long-term perspective.
Firmly committed to our mission and by recognizing the client's interest at the core of everything we do, we seek to create added value and understand that the sustainability of our firm is the result of long-term relationships with our clients. Our approach goes beyond the execution of an specific project or conjunctural situation, since we thrive to focus our talent on the most relevant aspects and advise them to protect and grow their assets and operations, increase their wealth, improve their lifestyle and design and implement strategies that allow them to create and maintain a lasting legacy to new generations.
By recognizing diversity and multiculturalism as perhaps the most important differentiator in our industry, we can understand our clients' backgrounds, their main challenges and intentions and thus provide customized and thoughtful solutions that can be implemented seamlessly according to their needs and standards.
We understand that the success of our business depends on the trust we gain from our customers and stakeholders.
We gain credibility by adhering to our values, by achieving our targets and results in the right way and without taking shortcuts of any kind.
Our team strives to maintain the highest standards of confidentiality, discretion, as well as cutting-edge technology platforms to keep our clients' information and operations with the highest level of confidentiality.
Andrés counts with more than 20 years of professional experience, acting both as an external advisor and as an in-house counsel, regularly advising large multinationals, global equity investors, as well as Mexican and foreign entrepreneurs across multiple industries.
His practice focuses on mergers and acquisitions, design and implementation of financing and investment structures of venture capital, to cross-border commercial operations and transactions in matters of estate and succession planning.
As for his in-house practice, Andrés acted as Vice President of Legal and Corporate Affairs and as Secretary of the Board of Directors of Grupo Modelo (ABInBev Middle Americas Zone) and at Grupo Lala. Before forming the firm, Andrés also worked in Tier 1 firms in Mexico and as an international associate at Sullivan & Cromwell in 2009 and 2010.
Currently, Andrés participates as an external advisor and as a member of the board of directors in various privately-held Mexican companies, Mexican investment funds with a transnational presence, as well as on various Boards of family offices.
He received his law degree (JD) from Universidad Panamericana, and obtained a master’s in business administration (MBA) at IPADE. As to the fields of Corporate Governance, Reputation, Communication and Crisis Management, Andrés has participated at several seminars and courses from both IPADE and Stanford University in California.
We believe that the diversity of talents and capabilities create an ecosystem that fosters creativity and high performance, and for this reason our practice is integrated by professionals with experience in diverse number of fields and areas such as tax law, commercial law, mergers and acquisitions, wealth analysis and estate planning, cross-border transactions, and wealth planning.
We believe that the diversity of talents and capabilities create an ecosystem that fosters creativity and high performance, and for this reason our practice is integrated by professionals with experience in diverse number of fields and areas such as tax law, commercial law, mergers and acquisitions, wealth analysis and estate planning, cross-border transactions, and wealth planning.
The nature of our clients and their transactions has allowed us to develop a network of professionals from various fields to provide tailor-made solutions.
In the context of the operations we advise, we frequently work with:
Family Offices, Private Banking and Commercial Banking professionals of national and foreign financial institutions, wealth advisors, accountants and experts in international tax matters located in various jurisdictions, as well as with the professionals who are part of the team of our clients in the ordinary course of their business.