As you know, through our Legal Family Office, we offer legal, fiduciary, and tax coordination and support services for families with complex fiduciary structures or situations, UHNW clients, institutional clients, specialized financial institutions, private bankers, and multi-family offices, among others.
Today, we want to tell you about the three service models we offer, which will depend on each client’s specific needs.
- Legal Family Office: for ongoing and unlimited advice and support.
- Legal Family Office Lite: for advice limited to a set number of annual hours.
- UNTITLED Sherpa®: for consulting services and special project execution based on specific needs.
In any case, our goal is to work as a team so that every decision made is implemented in the best possible way from a wealth management perspective.
We always say: our work doesn’t replace the tasks carried out by local financial, legal, and accounting advisors but complements them.