Practice Areas
Estate Planning and Family Businesses
Design of estate structures, family governance protocols, and succession schemes to ensure the continuity of wealth and the family business.
Design of estate structures, family governance protocols, and succession schemes to ensure the continuity of wealth and the family business.
The Estate Planning practice of SB&Co. Legal advises individuals, business families, and high-net-worth groups in the preservation, structuring, and efficient transfer of their assets, from a comprehensive, confidential, and long-term perspective.
Our corporate and estate planning attorneys accompany clients with assets and operations in multiple jurisdictions, including major international financial centers and other jurisdictions of interest for wealth management and corporate services. The advisory focuses on designing solid, flexible structures aligned with the client's family, business, and succession objectives.
The services we provide require sophisticated and customized corporate solutions, which in many cases include the administration of private matters, the structuring of asset holding vehicles, and support in specific commercial transactions. Our approach prioritizes asset protection, generational continuity, and the mitigation of legal, tax, and succession risks.
The team works in a coordinated manner with the firm's Tax and Litigation practices, allowing us to offer comprehensive advisory that combines preventive planning with the capacity to respond to disputes or estate contingencies.
Holding companies
Private interest foundations
Asset protection, family, and patrimonial trusts
Advisory on intergenerational asset preservation and transfer
Design of international corporate and fiduciary structures
Legal administration of private and estate matters
Advisory to family offices and complex family structures
Legal coordination in the holding and management of financial, real estate, and business assets
Estate restructuring in response to family, regulatory, or tax changes
Advisory on estate compliance and governance
Every family and every estate is unique. We design tailored solutions that combine legal protection, tax efficiency, and generational continuity, with close and confidential accompaniment at every stage of the process.
Support in purchase, sale, corporate reorganization, and joint ventures.
Legal and regulatory advisory to insurers, intermediaries, and corporate clients.
Structuring, purchase and sale, leasing, and real estate due diligence.
Governance frameworks, compliance programs, and risk management.
Strategic representation in civil litigation, arbitration, and criminal disputes.
Preventive and contentious advisory on labor relations and labor immigration.
