--- title: Wealth structuring & Estate Planning | LegalKap description: Wealth structuring strategies, holding company design, and multi-jurisdictional planning for private clients and family offices seeking tax efficiency. --- [![LEGALKAP ADVISORS 1](https://legalkap.com/hs-fs/hubfs/LEGALKAP%20ADVISORS%201.png?width=721&height=361&name=LEGALKAP%20ADVISORS%201.png "LEGALKAP ADVISORS 1")](https://legalkap.com?hsLang=en) - Advisory - [Wealth Structuring & Estate Planning](https://legalkap.com/wealth-structuring-estate-planning) - [Asset & Investment Protection](https://legalkap.com/asset-investment-protection) - [International Tax Structuring](https://legalkap.com/international-tax-structuring) - [Trusts & Foundations](https://legalkap.com/trusts-foundations) - [Consulting](https://legalkap.com/consulting) - Business Services - [LLC & Corporation Formation USA](https://legalkap.com/llc-corporation-formation-usa) - [Canada LP Formation](https://legalkap.com/canada-lp-formation) - [Panama Company Formation](https://legalkap.com/panama-company-formation) - [BVI Company Formation](https://legalkap.com/bvi-company-formation) - [Cayman Islands Company Formation](https://legalkap.com/cayman-islands-company-formation) - [Spain Company & ETVE Formation](https://legalkap.com/spain-company-etve-formation) - [Insights](https://legalkap.com/en/blog) public - [English](https://legalkap.com/wealth-structuring-estate-planning) - [Español](https://legalkap.com/es/wealth-structuring-estate-planning) menu [Contact](https://legalkap.com/contact-us?hsLang=en) What you are looking for? Services # WEALTH STRUCTURING & ESTATE PLANNING Wealth structuring involves the careful arrangement of assets for tax efficiency, asset protection, and wealth preservation. Estate planning encompasses the management and distribution of those assets upon death, often utilizing wealth structuring strategies to ensure the smooth transfer of wealth to heirs or beneficiaries while minimizing tax liabilities. Here are a few legal services that we offer on these fields: - **Wills:** A legal document that outlines how an individual's assets will be distributed upon their death. - **Trusts**: A trust is a legal arrangement where a trustee holds and manages assets for the benefit of one or more beneficiaries. We can help you create a trust that meets your needs and provides for your loved ones. - **Powers of Attorney:** A legal document that grants someone the authority to act on behalf of another person in making financial and legal decisions. - **Advance or Healthcare Directives:** A healthcare directive is a legal document that outlines your wishes for medical treatment if you are unable to make decisions for yourself. - **Estate Administration:** A process of managing and distributing the assets of a deceased person according to their will or state law. - **Estate Tax Planning:** Strategies designed to minimize the amount of estate taxes paid by an individual's estate. - **Charitable Giving & Philanthropic planning:** Philanthropic planning involves creating a plan for how you will donate your wealth to charitable organizations. This can include setting up charitable trusts or creating a private foundation. - **International wealth structuring:** If you have assets in multiple countries, it's important to have a plan in place for how those assets will be managed and transferred. This can involve setting up offshore trusts or creating international tax structures. **Retirement Planning:** Strategies for managing retirement accounts and other assets to maximize income and minimize taxes during retirement. It's worth noting that each individual's estate planning needs are unique, and some people may require additional or different services based on their specific circumstances. ## Any question? Contact us! [Contact us](https://legalkap.com/contact-us?hsLang=en) [phone](tel:+56226048562) Advisory Wealth Structuring & *Estate Planning* Strategic wealth preservation, succession planning, and cross-border structuring for private clients and family offices. 30+ Jurisdictions 20+ Years Experience 3 Offices Worldwide “ Wealth structuring is not a product. It is a discipline that integrates legal, tax, and business analysis into one architecture. Our Perspective Effective wealth structuring requires a precise understanding of each client’s jurisdictional exposure, family dynamics, tax residency trajectory, and long-term objectives. Off-the-shelf solutions rarely fit. LegalKap approaches every engagement as a structuring exercise — integrating legal, tax, and business analysis to design architectures that are resilient across jurisdictions and generations. We do not sell templates. We engineer structures that adapt as circumstances evolve. What This Practice Covers 01 Trust Structuring Design and implementation of revocable, irrevocable, dynasty, and domestic asset protection trusts. Jurisdictional selection based on tax treatment, creditor protection, and beneficiary profiles. 02 Cross-Border Succession Multi-jurisdiction estate planning that coordinates wills, forced heirship rules, treaty considerations, and probate avoidance across the jurisdictions where assets and beneficiaries reside. 03 Family Governance Family constitutions, governance protocols, next-generation education programs, and decision-making frameworks that preserve both wealth and family cohesion across transitions. 04 Structure Review & Simplification Audit and rationalization of existing holding, trust, and corporate structures. Identifying redundancies, unnecessary entities, and opportunities to consolidate without triggering adverse tax consequences. Who This Serves Private Clients High-Net-Worth Individuals & Families Multi-generational wealth transfer, tax residency optimization, and estate planning across multiple countries. Family Office Single & Multi-Family Offices Governance frameworks, investment vehicle structuring, compliance oversight, and coordination across advisors and jurisdictions. Founders & Executives Founders & C-Level Executives Pre-exit wealth structuring, equity compensation planning, and personal asset protection for entrepreneurs with international exposure. Our Approach We don’t start with solutions. We start with the map. Every wealth structuring engagement begins with a comprehensive mapping of assets, jurisdictions, family dynamics, and objectives. We then design a coordinated architecture — not isolated solutions. Our team integrates legal structuring with tax analysis and business strategy, working as a single point of coordination across external advisors, fiduciaries, and local counsel in each relevant jurisdiction. Related Practice Areas [01 Asset & Investment Protection](https://legalkap.com/asset-investment-protection?hsLang=en) [02 International Tax Structuring](https://legalkap.com/international-tax-structuring?hsLang=en) [03 Trusts & Foundations](https://legalkap.com/trusts-foundations?hsLang=en) Ready to discuss your wealth structure? Schedule a private consultation with our advisory team. [Schedule a Consultation](https://www.legalkap.com/meetings/federico20/-consultation-en?hsLang=en) Chile Office [Del Inca 446, oficina 201.](https://legalkap.com/contact-us?hsLang=en) [Las Condes, Santiago.](https://legalkap.com/contact-us?hsLang=en) [Chile](https://legalkap.com/contact-us?hsLang=en) Chile Phone Number [+56 22 6048562](https://legalkap.com/contact-us?hsLang=en) Email [admin@legalkap.com](https://legalkap.com/contact-us?hsLang=en) Delaware Office [530 Schoolhouse Road, Suite G, Hockessin, Delaware 19707, United States.](https://legalkap.com/contact-us?hsLang=en) [United States](https://legalkap.com/contact-us?hsLang=en) Florida Office 815 Ponce de Leon Blvd., Suite 101, Coral Gables, Florida 33134, United States. USA Phones [+1 (302) 544-4267](https://legalkap.com/contact-us?hsLang=en) [+1 (302) 544-5034](https://legalkap.com/contact-us?hsLang=en) WhatsApp [+ 56 9 92196367](https://legalkap.com/contact-us?hsLang=en) Legal Privacy Policy [![LegalKap Advisors - Tax & Legal Advisory](https://legalkap.com/hs-fs/hubfs/legalkap-logo-transparent-retina.png?width=1600&height=780&name=legalkap-logo-transparent-retina.png "LegalKap Advisors - Tax & Legal Advisory")](https://legalkap.com?hsLang=en) ```json { "@context" : "https://schema.org", "@type" : "LegalService", "alternateName" : "LegalKapital LLC", "areaServed" : [ { "@type" : "Country", "name" : "United States" }, { "@type" : "Country", "name" : "Chile" }, { "@type" : "Country", "name" : "Mexico" }, { "@type" : "Country", "name" : "Colombia" }, { "@type" : "Country", "name" : "Panama" }, { "@type" : "Country", "name" : "Costa Rica" }, { "@type" : "Country", "name" : "Cayman Islands" }, { "@type" : "Country", "name" : "British Virgin Islands" }, { "@type" : "Country", "name" : "Spain" }, { "@type" : "Country", "name" : "Canada" } ], "contactPoint" : { "@type" : "ContactPoint", "availableLanguage" : [ "English", "Spanish" ], "contactType" : "customer service" }, "description" : "International tax structuring, wealth governance, trust planning, and corporate formation for HNI, UHNI, and Family Offices across Latin America, the US, and global jurisdictions.", "foundingDate" : "2023", "knowsLanguage" : [ "en", "es" ], "logo" : "https://legalkap.com/hubfs/LegalKap-Logo.png", "name" : "LegalKap", "priceRange" : "$$$$", "sameAs" : [ "https://www.linkedin.com/company/legalkap" ], "serviceType" : [ "International Tax Structuring", "Wealth Governance", "Trust Planning", "Corporate Formation", "Cross-Border Real Estate Advisory", "General Counsel as a Service", "CPA & International Accounting" ], "url" : "https://legalkap.com" } ``` ```json { "@context" : "https://schema.org", "@type" : "FAQPage", "mainEntity" : [ { "@type" : "Question", "acceptedAnswer" : { "@type" : "Answer", "text" : "Wealth structuring is the process of legally organizing assets such as investments, real estate, businesses, and financial accounts into an architecture of entities and agreements that optimizes tax efficiency, facilitates succession, and protects wealth from risks." }, "name" : "What is wealth structuring?" }, { "@type" : "Question", "acceptedAnswer" : { "@type" : "Answer", "text" : "If you have assets, family, or residence in more than one country, your estate will be subject to multiple legal systems simultaneously. 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