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Private Client


Business Continuity (Partnership & Key person)

90% of Latin American companies are family owned and are commonly faced with unique Business Continuity challenges including orderly transfer of ownership and identification of key personnel in leadership positions.

Funding of Buy Sell / Shareholder’s Agreement

Did you know there is a 35% probability that one of three partners age 50 -60 will die before the age of 65? 

If one of your partners should pass away unexpectedly how would that event affect the business?

The proper funding of a Buy Sell or Shareholders Agreement provides a company with the ability to generate the liquidity required to comply with the provisions of the Agreement and guarantee seamless transfer of ownership as agreed by all parties involved.

Key Person Protection

Can you identify an individual employed by your organization whose knowledge, contribution, and skill set is critical to its success and whose unexpected death would financially impact the company?

Key Person Protection is an integral component of a long term viable business continuity plan.  The identification of key individuals whose contribution is of utmost value to the success of the company coupled with a protection product, will provide the company with the financial resources to retain and motivate these key individuals during their lifetime and if necessary replace them in the event of an unexpected demise.

For more information, please contact us