Estate Planning and Family Businesses

FABREGA MOLINO provides an integral service to family businesses and private clients, advising on the creation of individualized structures for tax optimization and the protection of their assets, through trust products and foundations. We represent corporate clients, as well as high net worth individuals, private companies and financial institutions.

Our approach to the private client applies to individuals with high net worth, private businesses and financial services firms such as groups of life insurance producers, family offices and private trust companies. Our services are not limited to the preparation of legal documents such as testaments and trusts, but also to help families shape the future of their wealth. Our lawyers are our leaders in this field and have a great experience, high level of knowledge and specialized competence.

Family businesses that have developed and consolidated over time are those that have managed to combine and improve the areas that revolve around them, such being: property, family and management. Thus, family businesses respond to specific situations. They require a global approach that adapts to the complexity of their reality.

At FABREGA MOLINO, we provide a multidisciplinary service with a long tradition, specialized in advising on the legal and tax aspects of family businesses.  To do this, the business aspects are described and a special sensitivity for inter-family relationships.

Our Services:

  • Advice in the planning of family equity.
  • Advice on the formation and structuring of schemes for the orderly transfer of family assets.
  • Training and management of private interest foundations.
  • Structuring and management of the trusts.
  • Tax advice.
  • Advice on hereditary matters.
  • Instructions in the passing of values ‚Äč‚Äč(religion, education, hard work, etc.).
  • Instructions for personal care and in the cases when the person becomes disabled before dying.
  • Minimize taxes, legal costs and unnecessary legal fees.
  • Demonstrate family members with special needs without altering government benefits.
  • Demonstrate that those who may be irresponsible with money or the need to have future protection against creditors or divorce.
  • Corporate governance and advice to Boards of Directors.

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