Areas of activity
Estate planning and families- Asset protection
- Family arrangements
- Generation-to-generation handovers
- Holdings and informal partnerships
- Inheritance and Gifts
- Reorganization of the capital and financial structure
- Tax consultancy
- Trust
Overview
Diego has a specific expertise in family estate counselling and has provided consultancy to families, with a focus on:
- generational transitions;
- creation or redefinition of structures suitable for the management, protection and segregation of estates, including succession planning;
- tax planning covering different dynamics, specific needs as well as territorial differences;
- mergers and acquisitions and assistance for family businesses in the listing on regulated markets.