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Comprehensive Family and Asset Management Advice: Protecting Your Legacy for Future Generations

At RAD/DF, we understand the fundamental importance of preserving and managing family assets effectively to ensure the financial security and well-being of present and future generations. Our team of family law and wealth management experts offers a holistic and personalized approach to help families protect their legacy and achieve their long-term financial goals. Our services include:

Family Wealth Planning

Our firm provides comprehensive advisory services across a wide range of areas related to M&A, venture capital, and private equity, including:

  • Design and execution of estate planning strategies adapted to the family’s needs and values.
  • Advice on the creation of legal structures, such as family trusts, for wealth management and protection.
  • Succession and estate planning to ensure a smooth transition of wealth to future generations.

Integrated Asset Management

  • Advice on the management of investments and wealth portfolios, considering risk profile, financial objectives and family preferences.
  • Analysis and selection of sustainable and socially responsible investment strategies.
  • Evaluation and management of financial and tax risks associated with family asset management.

Family Law Matters

  • Advice on legal matters related to marriage, divorce, child custody and prenuptial agreements.
  • Resolution of family disputes, including mediation and litigation in inheritance and succession disputes.
  • Protection of the rights of vulnerable family members, such as minors and the elderly.

Family Education and Training

  • Seminars and educational workshops on wealth management and financial planning for family members.
  • Advice on the development of family policies and inheritance protocols to promote harmony and continuity of the family legacy.

Commitment and Experience

At RAD/DF, we are committed to serving as trusted advisors to families in all aspects of wealth management and family legal matters. Our team has extensive experience in advising high net worth families in Colombia and abroad, helping them navigate the challenges and opportunities they face in protecting and passing on their legacy.

Contact

If you are looking for comprehensive family and wealth management advice to protect and preserve your family legacy, please contact our specialized team:

juan-carlos-devis

Juan Carlos Devis

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