WEALTH PLANNING

TRUJILLO & FERNANDEZ ABOGADOS has a deep understanding on the regulatory framework of wealth and assets management for legal organizations and individual clients. Our clients requirements focus on the implementation of tax efficiencies, preservation of long term investments and integration of assets to productive activities:

Wealth structuring

- Organization of ownership titles.

- Estate planning in accordance with bolivian regulations.

Wealth planning.

- Management of family and individual assets.

- Individual estate planning regulation.

Asset management and optimization.

- Filing for tax exemption on the incorporation of assets as business equitiy.

- Transferring and valuation processes of corporate assets.

- Due Diligence process on tax treatment of corporate assets.

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