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  • FAMILY WEALTH PLANNING

Estate tax planning

Family planning has as its main objective to strengthen the family unity and loyalty that exists between the family, strengthening relations between its members, building spaces and mechanisms to promote good communication, promoting the consolidation and growth of family businesses, creating procedures for the interaction between the Family and Companies, consolidating clear rules for commonly used goods and promoting the attitude of respect and discipline that characterizes all members of the family Family so that both this and the companies created have the greatest chance of being preserved, consolidated and transcended for several generations.

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Thus, the service offered by Jiménez Duarte Asociados
includes the following aspects:
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-The creation of spaces that allow each member to have its own field of action, as well as its defined rules and limits, its communication channels and its environment for the interaction of family members, administrators and/or shareholders.

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-The creation of parameters that regulate the possible integration of the third generation with each other and in relation to family business.

-The determination of clear policies related to the management of commonly used goods.

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-Topics that the Family believes should be foreseen in writing given their importance for strengthening the Family and Business.

FAMILY WEALTH PLANNING

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