Because every family is unique, our solutions are as well. At Portus, we analyze, integrate and structure our value proposition based on the dynamics, values, needs and goals of each family. We take as our starting point where each family is now and where they want to go.

LIFESTYLE MANAGEMENT

• Payment management and logistics: insurance, property taxes, credits cards, tuitions, vehicle maintenance, loans, among others.

• Management and maintenance of real estate properties in Mexico and abroad.

• Contract administration.

• Secure digital management of flies and records (online file).

• Consulting on unconventional purchases and sales.

• Balance sheets consolidation: assets, liabilities and non-traditional investments, with the frequency required by each client.

• Coordination of legal advisors, accountants, insurance providers, custodians, bankers and notaries.

TAX PLANNING

• Tax compliance for personal wealth management structures.

• Individual tax compliance as a legal person.

• Coordination of cross border tax compliance.

• Tax optimization review of portfolio investment strategies.

• Implementation of personal wealth management structures.

• Management of foreign asset holding corporations or investment vehicles.

• Independent auditor certified tax returns for stock disposition and legal representative before the tax authorities.

INSURANCE

• Evaluation and optimization of insurance policies

• Coordination of insurance acquisition in Mexico and abroad.

• Claim follow-up.

FAMILY GOVERNANCE AND WEALTH PLANNING

• Coordination of family boards.

• One-on-one sessions with young beneficiaries.

• Policies and coordination of use of family assets.

• Coordination of family protocol.

• Wealth succession.