What We Do
Estate and succession planning
Structuring the family's wealth succession with full legal certainty.
Trusts and foundations
Structuring vehicles for the administration and protection of family wealth.
Investment structuring
Legal design of investment vehicles aligned with the family's objectives.
Real estate asset management
Legal administration of the real estate portfolio within the family's wealth.
Comprehensive family tax advisory
Coordinated tax planning for the family's wealth and investments.
Family governance and protocols
Designing protocols that structure the relationship between family, wealth and business.
Who leads this practice
Leads HEKA's Family Office practice, guiding business families through long-term wealth, succession and investment planning.
View profile →Practices that work alongside this area
CorporateCorporate governance applied to the family group's companies. Tax LawComprehensive tax planning for family wealth and investments. Real Estate & InfrastructureManagement and acquisition of real estate assets within family wealth.Common questions about Family Office
What is a Family Office, and when does it make sense to set one up?+
It is a private structure that centralizes the management of a business family's wealth, investments and succession. It is worth considering once family wealth grows in complexity and requires clear rules for administration and continuity.
What is the difference between a trust and a private foundation?+
A trust transfers assets to an autonomous estate administered by a trustee under specific instructions, while a foundation creates its own legal entity with purposes set by its founders. The right choice depends on the family's wealth and succession objectives.
How can I protect family wealth from business contingencies?+
By legally separating family assets from the company's operating risks, through vehicles such as trusts or independent holding companies, and with clear governance rules that keep family and business wealth from becoming intermingled.
What is a family protocol, and what is it for?+
It is a document that sets out the governance rules between the family and the business, covering the entry of new generations, decision-making, succession and conflict resolution. It prevents disputes by establishing rules before disagreements arise.