Progress Wealth Management
  • Fiscal and Estate Planning*
    Diagnostic
    Definition of objectives and design of the plan
    Definition of ownership structure
    Testate succession

  • Implementation and Administration of Legal Structures *
    Trusts
    Foundations
    Corporations

  • Trustees and Directorships
    Functions of Trustees and Directorships in Corporations and Limited Partnerships.

  • Family Governance
    Define and formalize the roles of the family members
    Family Board and Protocol

    Moderate family meetings related with patrimony

    Training in related topics

  • Insurance
    Life and protection insurance (health and kidnapping)

    As an investment vehicle

    As a complement of the Estate Plan
*Some Estate Planning services including the creation of trusts are provided by Accuvest.