Preserve your legacy and ensure the seamless transfer of wealth to future generations with our comprehensive estate planning solutions.
At Lachaise Investment Fund, we understand that transferring wealth is about more than just assets—it's about preserving values, protecting legacies, and securing the future for your loved ones.
Shield your wealth from unnecessary taxes, creditors, and legal challenges.
Strategies to minimize estate, inheritance, and gift taxes across jurisdictions.
Structured plans to prevent disputes and ensure fair distribution of assets.
Cross-border solutions for international families with assets in multiple countries.
Our tailored approaches ensure your wealth is transferred according to your wishes while optimizing for tax efficiency and family harmony.
Establish revocable and irrevocable trusts to protect assets, reduce estate taxes, and control distributions to beneficiaries.
Leverage annual gift exclusions and lifetime exemptions to transfer wealth tax-efficiently during your lifetime.
Incorporate charitable giving into your estate plan to support causes you care about while receiving tax benefits.
Specialized strategies for families with cross-border assets and beneficiaries in multiple countries.
Prepare the next generation to responsibly manage inherited wealth and family enterprises.
Comprehensive preparation and review of essential estate planning documents.
Use our interactive calculator to estimate potential tax liabilities for your heirs based on current regulations in Panama, Portugal, and other jurisdictions.
Based on Panama inheritance tax regulations
Panama does not impose inheritance tax on transfers to spouses or direct descendants. However:
All assets located within Panama are subject to these rules. Proper planning can significantly reduce these liabilities.
Portugal abolished inheritance tax for most beneficiaries in 2004, but stamp duty may apply:
Real estate transfers may be subject to municipal property transfer taxes.
For families with international connections, multiple tax jurisdictions may apply:
Our experts navigate these complexities to develop tax-efficient international wealth transfer plans.
Reduce your taxable estate by making strategic gifts during your lifetime.
Establish trusts in favorable jurisdictions to protect assets and minimize taxes.
Use life insurance to provide liquidity for estate taxes and equalize inheritances.
A structured approach to ensure comprehensive and customized legacy planning.
Comprehensive review of your assets, family structure, values, and objectives.
Customized plan integrating legal, tax, and financial transfer strategies.
Coordination with your legal team to establish trusts and execute documents.
Preparing beneficiaries through financial literacy and values-based workshops.
Annual reviews to adapt to life changes, tax law updates, and family dynamics.
Supporting the transition and implementation of your legacy plan.
Hear from families who have successfully transferred wealth across generations with our guidance.
"Lachaise helped our family establish a trust structure that protected our business assets while ensuring fair distribution to our children. Their cross-border expertise was invaluable."
"The team at Lachaise transformed our complex international estate into a streamlined, tax-efficient plan. Their attention to detail and family communication approach prevented potential conflicts."
"We avoided €1.2M in potential taxes thanks to Lachaise's innovative planning. Their ongoing review process ensures our plan adapts as laws and family circumstances change."
Schedule a confidential consultation with our wealth transfer specialists to create a customized plan for your family.
Answers to common questions about estate planning and wealth transfer.
The optimal time to begin is as soon as you have significant assets or family responsibilities. However, it's never too late to start. We recommend reviewing your plan every 3-5 years or after major life events (marriage, birth, inheritance, relocation).
Panama offers several advantages for wealth transfer planning:
However, proper structuring is essential to maximize these benefits.
International families require specialized planning. We develop solutions that consider:
Our team has extensive experience with multi-jurisdictional families.
Business succession requires specialized planning:
We work with business owners to develop comprehensive transition plans.
Costs vary based on complexity:
Fees typically include:
Most clients find the tax savings and family harmony benefits far outweigh the costs.