Free initial consultation · 30 minutes
Free consult
Services · Family · Estate planning

Choose the right path before the problem chooses for you.

Prenuptial guidance, will preparation and review, and trust or foundation assessments in Panama. If you are moving or hold assets abroad, begin with the cross-border planning guide.

See offers →Diagnosis
DiagnosisStrategic planningImplementation

Choose the decision you need to make

Compare the published scope before choosing a service. Guidance, document preparation, review and structure assessment address different needs.

For a more specific starting point, explore AI workflow automation for professional firms, family governance and business continuity, or a review of an existing trust or private interest foundation.

Need to organize the whole picture? Explore the Estate Clarity Session.

How to choose

Start with the situation, not a catalog.

These videos explain how to find the right service and when to organize what you have built before there is urgency.

01

Find the right route

02

The right time to plan

Individuals

Four starting points for estate decisions.

Start with your situation, then review the scope of the relevant service.

PRENUPTIAL PLANNING

Before you marry

Organize decisions about assets, debts, family and expectations before requesting an agreement.

The guidance prepares the conversation; it does not include drafting or executing the agreement.

Explore prenuptial guidance →
WILLS

Prepare or review

Prepare a will or review whether your existing one reflects your family and estate circumstances.

Choose the scope for a new document or a review of one you already have.

Prepare a will →Review a will →
TRUSTS AND FOUNDATIONS

Assess a structure

Compare objectives, people, assets and responsibilities before choosing a trust or private interest foundation.

Assessment and formation are separate services.

Explore the assessment →
EXPATS

Before moving to Panama

If you are relocating or hold assets in more than one country, begin by organizing your documents and questions.

A guide to preparing for coordination with professionals in each jurisdiction.

Read the planning guide →
Companies

Four offers for structure, operations, AI and risk.

Less catalog, more decision: the client identifies the entry point and moves to the service scope.

Companies · Startup

Express Diagnostics for Startups

For ideas, first clients or new companies that need to organize partners, billing, operations and risks before growing.

View scope →
Companies · Operations

Business Optimization

For companies that already sell but need clearer processes, roles, controls and growth priorities.

View scope →
Companies · AI

AI Workshop for your Business

For identifying useful automations, designing guardrails and organizing repetitive tasks without touching sensitive flows without judgment.

View scope →
Companies · Risk

Governance, Risk & Compliance

For organizing regulated decisions, AML/KYC, manuals, internal controls, provider coordination and supervision.

View scope →

AI is used to structure information, automate repetitive tasks, and prepare work inputs. It is not a substitute for legal, tax, fiduciary, regulatory or investment advice.

Additional services

Complementary services ordered by investment.

A simple selection of courses, diagnoses, workshops and advisory services to move forward with judgment according to budget, urgency and complexity.

Programme in preparation

Smart Wealth: From Assets to Legacy

This programme is not yet available to purchase. Ask Carolina about availability and the planned format.

Enquire about availability
USD 800 Compliance · 90 minutes

AI Compliance Diagnosis

An executive review to detect priority gaps and decide what to correct first.

  • 90-minute session
  • Report with priority gaps
  • 90-day roadmap
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USD 800 Intensive workshop · Live or recorded

AI for Legal and Financial Professionals

For professional teams that want to use AI without compromising confidentiality or judgment.

  • 3 intensive modules
  • Ready-to-use templates
  • In-house options for teams
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USD 950 Compliance · Second look

Compliance Second Opinion

Independent review to clarify priorities before or after an inspection.

  • Review of relevant gaps
  • Action priorities
  • Concrete recommendations
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USD 3,000 Workshop · Per person

Course for implementing Agreement 1-2026 SBP

Practical training to understand the regulatory scope and prepare better responses.

  • Critical articles explained
  • Checklist by role
  • SBP inspection simulation
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USD 1,800 AML/KYC · Manual

AML/KYC Manual Review and Strengthening

Review against SBP Agreement 1-2026 to organize the manual and its controls.

  • Suggested drafting
  • Compliance checklist
  • Delivery session with the CO
See more