- Taxation of family businesses and large estates
- Family Office Financial Management
- Succession and generational succession planning
- Legal and tax planning
- Financial policies in family business governance
- Private Client & Private Wealth
Andersen provides comprehensive advice to individuals, high net worth individuals, family offices and family businesses, offering legal and tax solutions that combine efficiency, wealth protection and long-term planning. The area addresses both the personal and wealth needs of clients as well as the specific challenges arising from business activity and generational transmission.
The support includes the design of efficient structures for holding and managing assets, succession and testamentary planning, business reorganization and family governance. Andersen works in coordination with other areas to guarantee a global vision that allows anticipating risks, optimizing the tax burden and ensuring the continuity of the family project.
Likewise, we advise on national and international operations, on the management and professionalization of family offices, on the resolution of family and corporate conflicts, and on the definition of protocols that guarantee an orderly coexistence between wealth, business and family.
- Tax and estate planning for individuals and large estates.
- Structuring and reorganization of family groups and holding companies.
- Succession planning, wills, inheritance agreements and orderly transmission tools.
- Design and implementation of family protocols and governance models.
- Advice on family offices: management, professionalization and wealth strategy.
- Resolution of family, corporate and partner conflicts.
- Corporate transactions and restructurings related to the family business.
- Tax advice on real estate, financial and business investments.
- International planning, mobility and change of tax residence.
- Asset protection and wealth risk analysis.
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