Manuel Tron

Manuel Tron

Partner  |  Manuel Tron SC
JURISDICTIONS QUALIFIED IN

TOP 3 AREAS OF EXPERTISE

Q&A

What has been the highlight of your practice over the past 12 months?

What advice would you give rising stars/new lawyers in the private client world?

What is your favourite quote?


Victor Manuel Barajas

+(52 55) 5261 0400

Victor Manuel Barajas

Partner  |  Basham Ringe y Correa SC
JURISDICTIONS QUALIFIED IN

Mexico

Q&A

What has been the highlight of your practice over the past 12 months?

My practice focused on tax planning, advisory and tax strategy, both national and internationally (application of tax treaties), including private clients, estate planning for individuals and its families, as well as the tax aspects of transactions carried out by corporations, mergers, acquisitions and reorganizations, transfer pricing matters, among others. I was representing clients including 500 Fortune multinational companies before tax authorities in rulings requests, audits, tax refunds claims and settlement procedures. Representative clients include families on the top Forbes Mexico list and many other high and ultrahigh net worth families.
The past 12 months have been very active in private wealth industry in Mexico, due to the election in July 1st, 2018 of a left wing president from a newly formed political party that took office on December 1st, 2018. The economic, political and administrative changes that the new administration is implementing, including a new social driven economic model rather than a neoliberalist model, is leading wealthy families to create, review or adjust their estate planning structures in order to face the new political challenges. The domestic estate planning industry is defied by requirements from clients to create new forms of vehicles and strategies to protect their investments against potential political and economic instability, using innovative vehicles such as domestic PPLI’s, the use of Bilateral Investment Protection Treaties (known as “BIT or APRIS”), change of tax residence and other solutions.

What advice would you give rising stars/new lawyers in the private client world?

With more than 20 years in tax and private clients, advising individuals and families in organizing its estate and wealth, structuring wealth matters, repatriation of funds, asset protection, corporate governance, among other services, I strongly believe that the private client lawyer formation involves a deep study of different areas of law, such as tax, trusts, succession, corporate, finance & banking, but more importantly, to develop “soft-skills” related to families, such as discretion, conciliation, capacity to read people’s personality, good social behaviour, sympathy, prudence and developing of good connections, among others. Private Clients world is thrilling and exciting but also requires a high degree of commitment to the client in order to become a reliable family advisor.

What is your favourite quote?

“A good life is a collection of happy moments” – Denis Waitley
“We are what we repeatedly do; excellence, then, is not an act but a habit” - Aristotle


Wenceslao Renovales Esq.

+525552808092

Wenceslao Renovales Esq.

 |  Patrimonium Proteccion Legal
JURISDICTIONS QUALIFIED IN

Mexico

TOP 3 AREAS OF EXPERTISE

Personal and estate planning
Asset holding structures
Tax

Q&A

What has been the highlight of your practice over the past 12 months?

Adapting rapidly to the ever changing environment, keeping options open for clients and not simply copying the preferred solutions.

What advice would you give rising stars/new lawyers in the private client world?

Caution, patience, study.

What is your favourite quote?

“In interiore homine habitat veritas.”


Pedro Ramirez

+52 55 5081 4590

Pedro Ramirez

Partner  |  Turanzas, Bravo & Ambrosi
JURISDICTIONS QUALIFIED IN

Mexico

TOP 3 AREAS OF EXPERTISE

Asset holding structures
Personal and estate planning
Residency and domiciliation

Q&A

What has been the highlight of your practice over the past five years?

A highlight has been being involved in the reorganisation and liquidation of investment structures that I formed years ago, proving that they were well structured and they work.
CRS has changed the way clients are willing to structure their wealth, this is positive and clients recognise that my previous advice has been rendered with professionalism.
Also, being involved in the formation of STEP’s branch in Mexico and meeting many of its members in other countries has been rewarding.


Ricardo Leon-Santacruz

+528181533907

Ricardo Leon-Santacruz

Partner  |  Sanchez-DeVanny Eseverri, SC
JURISDICTIONS QUALIFIED IN

Mexico

TOP 3 AREAS OF EXPERTISE

Personal and estate planning
Succession planning
Tax

Q&A

What has been the highlight of your practice over the past 12 months?

Advising clients on cross-border succession structures with complex corporate and real estate investment structures and supporting the management of the Common Reporting Standard implications for clients.

What advice would you give rising stars/new lawyers in the private client world?

Listen to the client, listen to the client and listen to the client; unless you understand the underlying needs, you will not be able to advise them.

What is your favourite quote?

“It requires a great deal of boldness and a great deal of caution to make a great fortune,” Mayer Rothschild.


Aureliano Gonzalez

Aureliano Gonzalez

Partner, Chair Private Client Practice  |  Bryan Gonzalez Vargas & Gonzalez Baz, S.C.
JURISDICTIONS QUALIFIED IN

Mexico

TOP 3 AREAS OF EXPERTISE

Asset holding structures
Personal and estate planning
Succession planning

Q&A

What has been the highlight of your practice over the past 12 months?

Being able to structure non-reportable structures in Mexico that are fully tax compliant (in Mexico) by paying Mexican Income tax in another country and being able to find a legal, transparent method to bring foreign located funds without the source of origin becoming an issue.