A&M’s Private Client Tax Services team works with high-net-worth individuals, their family offices and their enterprises in Latin America and everywhere in the world where they invest. We provide succession planning and strategic personal tax advice, tax structuring and M&A services for family office investments and strategic corporate tax planning and institutionalization assistance for their invested companies, covering the whole ecosystem from the individual through the family office and finally with the invested companies. Through A&M’s broad array of business solution teams and our associated business partners, we can provide clients with a full range of tailored services beyond just tax planning.

We Provide the Following Private Client Tax Services Offerings: 

• High-net-worth individuals
• Family offices
• Invested companies
   

WHY OUR CLIENTS CHOOSE US

• Well known: Our team has years of experience in private client services having a well-known reputation in Mexico and Latin America as a trusted advisor to high-net-worth individuals, their family offices and their invested companies. 
• Trusted Partner: We make it our business to know our client’s business, providing tailor-made advice and support. We work alongside our clients to drive the most tax-efficient outcomes.
• International reach: A&M is a global advisory firm with professionals worldwide who can support business strategies in Mexico and internationally, providing tax advice that involves a multijurisdictional approach.
• Immediate insights: From the initial call, we offer clients valuable insights regarding how specific actions, structures, and strategies can benefit their organization due to our extensive experience as a team specializing in private client advisory tax services.
• Independence: A&M is not an auditing firm, giving us the freedom to move nimbly without administrative and governance processes blocking the way. 
• Network: We have ample experience interacting with the Mexican tax authorities, and, because we are embedded in an international tax practice, we can provide multijurisdictional solutions. 
   

THE A&M DIFFERENCE

• Optimize Taxes: Through opportunities identified and implemented during the process, clients can save on taxes in certain areas of their business.
• Mitigate Exposures: Choosing an appropriate tax structure can reduce the risk of non-compliance with tax obligations and audits.
• Achieve Goals: Private clients have personal goals, and A&M helps them achieve these through sound planning. This often leads to faster realization of goals and long-term security of assets and investments using customized solutions.
• Succession Planning Solutions: Combining the bespoke needs of the family business with best practices, we help clients settle on solid succession plans to ensure a successful future for the enterprise and the next generations. 
• Protect Assets: Designing and implementing new structures can help diversify or reduce relevant country risks.
• Set-Up Family Offices: We help our clients design, develop and implement family office structures that will allow them to focus on the primary business while the family office oversees and grows side or alternative businesses.