Wealth Planning and Protection

DSD Legal advises private clients on the organization and optimization of their wealth management.
Our services include the design of family protocols, the implementation of corporate governance structures, the establishment of trusts and pre-migratory planning.

We also provide legal counsel on the acquisition of assets, such as real estate, works of art, and vehicles, considering their tax implications in Mexico as well as their cross-border effects.

Tax

DSD Legal advises clients on compliance with tax obligations related to investments in Mexico and abroad. We assist families with immigration planning for individuals and capital and provide comprehensive wealth and succession planning solutions to mitigate excessive international tax burdens.

In addition, we represent clients in tax controversies, including refund claims and disputes with the authorities, leveraging our experience in alternative dispute resolution, as well as in administrative, jurisdictional, and constitutional litigation.