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ESTATE AND SUCESSION
PLANNING

IPAL Trust offers advice in all aspects of planning, structure, protection, and control of the client's patrimony, guiding the family to establish a fully organized plan, clear and tailored to each individual situation, for its conservation and administration for the benefit of one or more generations based on solid legal, tax and financial strategies.

We work so that when the succession occurs, the provisions established by the client in life are carried out in an efficient and timely manner, analyzing and informing the beneficiaries of the aspects that may influence this process and the performance of the estate, to adapt and update management policies and thus reduce the risks that may arise over time.

Our fiduciary advice includes:

  • Design and implementation of succession structures and patrimony conservation.

  • Update and adequacy of existing fiduciary structures.

  • Assistance in managing complex rules related to investments, accounting, taxes and compliance.

  • The fiduciary administration and personalized relationship with the beneficiaries of the assets, during the term of the structure.

  • Asset custody services.

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