A&M’s Private Client Tax Services team collaborates with high-net-worth individuals, their family offices, and their enterprises in Latin America and globally where they invest. The team provides succession planning, strategic personal tax advice, tax structuring, and M&A services for family office investments, as well as strategic corporate tax planning and institutionalization assistance for invested companies. The team addresses the entire ecosystem, from the individual to the family office and invested companies. Through A&M’s various business solution teams and associated business partners, clients can receive a comprehensive range of services beyond just tax planning.

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.