Wealth solutions

Inheritance Planning

At Brandon Brokerage Latam, we work with families and legal advisors to design strategies that preserve and grow wealth.

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Grow Inherited Wealth

The distribution of an inheritance can be a critical moment for any family, often generating emotional tensions and family conflicts.

To prevent these consequences, at Brandon Brokerage Latam we work with families and their legal advisors to outline solutions that balance inheritances and grow inherited wealth, regardless of how global the presence or diverse the assets may be.

We help structure wealth efficiently, facilitating coordination between the tax regimes of relevant countries.

"Ensure the efficient distribution of wealth, minimizing family conflicts and preserving wealth for future generations"

Minimize Family Conflicts

Planning not only protects and preserves your wealth during your lifetime but also facilitates the transition of wealth to your beneficiaries, minimizing family conflicts and maintaining confidentiality.

In a globalized world, well-structured planning is crucial for Wealth Protection.

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Main Benefits

Preservation and Growth

We design personalized strategies that not only protect wealth but also aim to grow it.

Minimize Family Conflicts

A strategy designed to prevent tensions and disputes, facilitating a peaceful and orderly transition.

Helps Perpetuate Your Legacy

We protect your wealth, ensuring the continuity of your legacy for future generations.

Debt Protection

A wealth strategy aimed at protecting assets, ensuring an orderly succession, and fulfilling financial obligations.

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Supplemental Income

We advise families to mitigate income losses due to illnesses or retirement by creating structures that generate additional income.

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Philanthropic Advisory

We assist individuals in their philanthropic efforts to create a strategic framework that brings their legacy and mission to life.

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Let’s talk about your financial future