Basham, Ringe y Correa, S.C.‘s close relationship with a number of the major banks operating in Mexico facilitates a strong client base of high net-worth individuals (HNWIs) and family estates that look to the firm for counsel on private wealth law matters. The well-rounded offering covers a comprehensive range of wealth and estate planning advice that is complemented by the firm’s strong tax practice, cross-border expertise, and experience in contentious family law matters. The department’s capabilities include handling the transfer of domestic and international assets, cross-border succession design, due diligence regarding trust formation, and the drafting of Mexican trusts and wills. Practice head Víctor Barajas is one of the standout advisors in the market and takes the lead on all of the firm’s major matters in this area. Fellow practice co-head Alejandro Barrera‘s broad tax expertise is a further boon for clients. Family law expert José Massas and corporate and M&A partner Jesús Colunga are additional key senior names. At associate level, Monica Patricia Pérez and Manuel Zárate are contacts of note.

Individual residents of Mexico and other jurisdictions look to the private client department at Chevez Ruiz Zamarripa for comprehensive counsel across tax obligations, as well as for the development and implementation of investment and legal structures both in Mexico and abroad. Alfredo Sánchez's team is the choice for a host of international banks and financial institutions when referring their clients for Mexican law advice. Sánchez himself is a veteran of the practice area, having assisted with estate and succession planning for more than 30 years; he heads a department that also includes Ana Sofía Ríos, who - despite her relative youth - has already established herself as one of the go-to names in Mexico’s private wealth arena. Ricardo Paullada adds tax expertise, along with tax consultant Jose Carlos Silva; while Eduardo Valenzuela supports on private client matters in Mexico from the firm’s New York office. Samy Lazarov is also a partner to note, while at the firm’s Monterrey office, Jose Alberto Mesta and Marco Antonio de la Fuente are the key contacts.

Considered 'absolutely first rate in wealth management, trusts and private client practice', Galicia Abogados S.C. advises on the full range of estate and succession planning, from tax and corporate governance, to wills, trusts, and litigation risk management. Jointly coordinating the team are: Gabriela Pellón, who is a seasoned counsel to HNWIs and family offices, and Christian Lippert, a major name in transactional matters in Mexico who has a strong private wealth component to his practice. When required, Eugenio Sepúlveda and Arturo Perdomo add partner-level expertise on restructuring and fintech, respectively. Senior associate Cecilia Díaz de Rivera has a broad corporate and financing practice and is often involved in teams advising on wealth management matters. Associates Fabiola Jiménez and Ana Elena Dominguez are further names to note.

Baker McKenzie Abogados, S.C. leverages the wider firm’s international network and its relationship with major banks, through which it assists with the spectrum of cross-border tax compliance issues, thus facilitating that families and HNWIs receive comprehensive advice on wealth planning and pre-migration planning. The practice has further strength in advising insurers on regulatory compliance for operating in Mexico. Jorge Narváez-Hasfura is the main contact and an expert on transfer pricing and the range of contentious tax matters. Over his 30 year career, Narváez has had gained extensive experience in wealth management, a sub-specialty where he is supported by fellow partner and tax expert Javier Ordoñez-Namihira. Senior associate Lizette Téllez de la Vega assists on the full range of work and has particular strength in identifying tax planning opportunities.

The wealth management team at Sánchez Devanny is adept at advising HNWIs and families on tax and legal planning regarding the transfer of domestic and international assets. In Monterrey, experienced tax lawyer Ricardo León Santacruz regularly advises wealthy families on their tax affairs; while Ernesto Silvas Medina has relevant associated corporate and financing experience. Abel Mejía , in Querétaro, is the practice group’s third co-heads and is well-versed in advice to HNWIs, including pre-migration tax planning to other countries, international patrimonial structures incorporating corporate-family governance protocols, and inheritance transmission. Notably, the firm is currently in discussions regarding a merger into Garrigues' Mexico office.