Our Services

Business Formation & Corporate Structuring

Starting or expanding a business requires a strong legal foundation. We help entrepreneurs, startups, and established businesses navigate the complexities of business formation, corporate governance, and regulatory compliance. Whether you’re launching a new venture, restructuring an existing entity, or expanding operations into Puerto Rico, we provide tailored legal solutions to protect your business and ensure long-term success.

• Entity selection and incorporation
• Corporate governance and compliance
• Business structuring for U.S. and Puerto Rico operations
• Contract drafting and negotiations
• Mergers, acquisitions, and corporate reorganizations
‍

Learn More

Investment Funds & Securities Law

Navigating the legal landscape of investment funds requires a deep understanding of securities laws and regulatory frameworks. We assist fund managers, investors, and financial institutions in structuring and managing private equity funds, hedge funds, and other investment vehicles. From fund formation and capital raising to compliance with SEC and Puerto Rico regulations, we provide strategic legal guidance to facilitate successful investment ventures.

• Formation and structuring of private equity funds, hedge funds, and other investment vehicles
• SEC and Puerto Rico securities compliance
• Capital raising strategies and regulatory compliance
• Investor agreements, subscription documents, and offering memoranda
• Due diligence and risk assessment for investment transactions
‍

Learn More

Tax Strategy & Planning

Maximizing tax efficiency is crucial for businesses and individuals alike. Our team provides strategic tax planning services designed to optimize corporate structures, minimize tax liabilities, and take full advantage of Puerto Rico’s unique tax incentives. Whether you’re expanding into Puerto Rico, managing cross-border transactions, or planning for long-term wealth preservation, we craft tax solutions tailored to your specific needs.

• Puerto Rico tax incentives and exemptions
• Cross-border tax structuring
• Tax-efficient corporate structuring
• Private equity tax planning
• Trusts and estate tax minimization strategies

Learn More

Estate Planning & Trust Formation

Protecting your legacy requires careful planning and strategic decision-making. We assist individuals, families, and business owners in structuring trusts, wills, and estate plans that safeguard assets and ensure a smooth transfer of wealth. Whether you need asset protection, business succession planning, or tax-efficient wealth transfer strategies, we provide personalized solutions to help secure your family's financial future.

• Creation of trusts for asset protection and estate planning
• Business succession planning
• Wills and estate administration
• Tax-efficient wealth transfer strategies
• Charitable giving and foundations
‍

Learn More

Business Formation & Corporate Structuring

Establishing a business requires more than just selecting a name and filing paperwork—it involves making critical legal and strategic decisions that impact your company’s future success. Whether you’re launching a startup, expanding into Puerto Rico, or restructuring an existing business, we provide comprehensive guidance to ensure your entity is properly structured and compliant with all legal requirements. Our team works closely with entrepreneurs, business owners, and investors to navigate the complexities of corporate governance, contracts, and regulatory compliance.

Our firm provides strategic legal advice to help businesses not only meet legal requirements but also position themselves for long-term growth and success.

Our services include:

Entity Formation & Structuring

Selecting the right legal entity (LLC, corporation, partnership, etc.) for your business goals

Puerto Rico Business Registration & Compliance

Ensuring full compliance with local laws and regulatory requirements

Corporate Governance

Drafting bylaws, operating agreements, shareholder agreements, and corporate resolutions

Mergers, Acquisitions & Reorganizations

Structuring business sales, purchases, joint ventures, and restructurings

Contract Drafting & Negotiations

Creating and reviewing business contracts to protect your interests

Investment Funds & Securities Law

The regulatory environment surrounding investment funds and securities laws is complex and constantly evolving. Whether you are launching a private equity fund, hedge fund, or another investment vehicle, our firm provides the legal expertise needed to navigate fund formation, capital raising, and compliance requirements. We work closely with fund managers, institutional investors, and financial professionals to ensure regulatory adherence while optimizing investment strategies.

We provide the legal foundation needed to structure and operate investment funds with confidence, ensuring compliance while maximizing opportunities for growth.

Our services include:

Fund Formation & Structuring

Advising on the legal structure of private equity funds, hedge funds, and venture capital funds

Securities Compliance

Ensuring adherence to SEC regulations, Puerto Rico securities laws, and investor protection requirements

Capital Raising & Private Placements

Structuring investor agreements, subscription documents, and offering memoranda

Regulatory Due Diligence

Identifying risks and ensuring compliance with investment regulations

Ongoing Compliance & Governance

Advising on operational and governance matters for investment entities

Tax Strategy & Planning

Navigating the complexities of tax law is essential for both businesses and individuals looking to maximize financial efficiency and minimize liabilities. Our firm specializes in crafting tax strategies tailored to businesses operating in Puerto Rico and beyond, helping clients take full advantage of available tax incentives while ensuring compliance with federal and local tax laws. Whether you’re an entrepreneur, investor, or corporation, we provide strategic planning to align your tax structure with your financial objectives.
‍
We provide proactive tax solutions designed to help businesses and individuals achieve their financial goals while maintaining full compliance with evolving tax laws.

Our services include:

Puerto Rico Tax Incentives & Exemptions

Advising on tax incentives under Act 60 and other Puerto Rico tax programs

Corporate Tax Structuring

Developing tax-efficient structures for U.S. and Puerto Rico-based businesses

Cross-Border Tax Planning

Addressing tax implications for companies and investors operating across jurisdictions

Private Equity & Investment Tax Planning

Structuring funds and investment vehicles to optimize tax efficiency

Estate & Wealth Transfer Planning

Minimizing tax burdens on asset transfers through strategic trust and estate planning

Estate Planning & Trust Formation

Effective estate planning is essential to preserving wealth, protecting assets, and ensuring that your wishes are carried out. Our firm offers personalized estate planning services to help individuals, families, and business owners create legally sound strategies for wealth transfer, asset protection, and tax minimization. Whether you need a comprehensive estate plan, business succession planning, or trust formation, we work closely with clients to develop customized solutions that provide security for future generations.
‍
We provide estate planning strategies that give you peace of mind, ensuring that your wealth is preserved and your loved ones are protected for generations to come.
‍
Our services include:

Trust Formation & Administration

Establishing revocable and irrevocable trusts for asset protection and wealth management

Wills & Estate Plans

Drafting and structuring wills, healthcare directives, and power of attorney documents

Business Succession Planning

Ensuring a seamless transition of business ownership while minimizing tax consequences

Tax-Efficient Wealth Transfer

Implementing strategies to minimize estate taxes and maximize inheritance benefits

Charitable Giving & Philanthropic Planning

Structuring charitable trusts and foundations to align with your legacy goals