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Wealth Management 

and Estate Planning

Our Wealth Management practice consists in advising individuals, families and family offices in Mexico on wealth, business, tax and estate planning issues. 

With the idea that the scope of advice cannot merely be narrowly drawn around asset or business management, the Firm complements its business core with estate planning solutions. Our Wealth Management practice consists in advising individuals, families and family offices in Mexico on wealth, business, tax and estate planning issues.

Services include international planning solutions, cross- border transactions, international entity formation such as trusts and investment vehicles, as well as advice on insurance and healthcare policies. Due to the fact that many of our clients and their assets are not limited to Mexican jurisdiction, we commonly partner and liaise with foreign firms and counsels in order to provide our clients with multi-jurisdictional advice with respect to their international assets and/or their foreign family members’ situation.

ALL RIGHTS RESERVED. © RUBIO & ASOCIADOS  2020