Estate Planning
& Asset Protection
We focus on preserving and growing wealth through secure transactions, strategic asset management, and comprehensive legal support aligned with each client’s unique financial and legacy objectives.
Lex Innova services
We design legal structures to organize and protect family and business assets, ensuring their long-term sustainability. These structures include Panamanian Private Interest Foundations and corporate entities that provide enhanced security, efficient wealth distribution, and tax optimization.
We provide expert guidance to ensure a seamless transition of assets through wills and tailored succession plans. Our goal is to minimize legal and tax risks while honoring our clients' wishes for their legacy. We also assist in drafting clear and enforceable documents that meet local and international legal standards.
We develop strategies to protect assets from legal, financial, or operational risks. This includes establishing trusts, foundations, and other legal vehicles that safeguard assets from potential disputes, creditor claims, or unforeseen liabilities.
Our team designs tax-efficient strategies to help clients manage their tax obligations, including property taxes, income taxes, and inheritance taxes. We leverage Panama’s favorable tax treaties and special regimes to maximize tax benefits while ensuring compliance with local and international regulations.
We provide comprehensive legal assistance in acquiring, managing, and selling real estate properties, whether for residential, commercial, or migration purposes. Our services include conducting due diligence, drafting and reviewing contracts, and ensuring transactions align with the client’s wealth and investment strategies.
Our team represents clients in disputes related to asset distribution, trust administration, or conflicts among family members or business partners. We provide practical and effective solutions through negotiation, mediation, or litigation to protect our clients' interests and preserve family harmony.
We advise on establishing legal entities in international jurisdictions to complement global wealth management strategies. This includes ensuring compliance with regulatory requirements and optimizing legal and fiscal benefits for cross-border investments.
We assist family-owned businesses in preparing for leadership and ownership transitions. Our services include developing governance structures, drafting shareholder agreements, and creating clear succession roadmaps to ensure the continuity and growth of the business.
Why Legal Advice is Necessary for Private Wealth Management?
Managing and preserving wealth requires addressing intricate legal, financial, and regulatory considerations. Engaging legal counsel ensures that wealth structuring, succession planning, asset protection, and tax strategies are handled with precision and full compliance.
