top of page

Estate Equalization

Will the laws of your country allow you to distribute your assets in the manner you wish?

Do you have beneficiaries that are active in your business, while others are not?

Is your wealth concentrated in assets that are not easily divisible?

We commonly assist wealthy families affected by forced heirship regulation in their country of residence by providing solutions that are legally outside this scope.  There are also creative mechanisms to equalize an estate by providing the required liquidity to achieve reasonable and desired distribution at a personal and business level.  These solutions allow you to maximize tax efficiency and avoid future family conflicts.

bottom of page