Protect what has been built and plan what comes next.
As wealth, businesses, and investments grow, decisions begin to create financial, tax, corporate, and family implications at the same time. SM7 connects these dimensions so that a solution in one area does not create a problem in another.
Financial Planning
Financial decisions with a long-term perspective. Projections, scenarios, and capital strategies designed to preserve liquidity and support future decisions.
Tax planning
Tax efficiency with legal certainty.
Analysis of transactions and structures to reduce inefficiencies and support decisions within the boundaries of the law.
Wealth Structuring
Wealth organized for today and for the future. Holding companies, corporate reorganizations, and succession planning designed to protect assets and prepare for continuity.
See how to structure controllership within your company.
Every decision affects the whole.
Finance, tax, and wealth need to be analyzed together. A decision in one area can create significant impacts in the others.
Financial
Liquidity, cash flow, and investment capacity.
Tax
Tax efficiency and corporate structure.
Wealth
Protection, ownership, and succession.
There are times when waiting can become more costly.
01. Business and personal assets have become intertwined
02. Wealth has become more complex
03. Succession has not yet been planned
04. The tax structure needs to be reviewed
05. There are assets or heirs abroad
06. Business sale, corporate reorganization, inheritance, or another liquidity event
Planning means organizing decisions before they become urgent.
1. Financial Planning
See the future before you get there.
We create projections and scenarios that allow decisions to be evaluated before they are implemented.
- Medium- and long-term projections
- Scenario planning
- Business or family budgeting
- Investment feasibility analysis
- Support for capital allocation decisions
2. Tax Planning
Tax efficiency starts with the right structure.
We analyze transactions, tax regimes, and corporate organization to identify more efficient alternatives within the boundaries of the law.
- Selection and review of tax regimes
- Review of operational structures
- Partner dissolution or withdrawal
- Analysis of corporate structure
- Identification of undue or avoidable tax payments
3. Wealth structuring
Wealth organized to remain effective over the long term.
Holding companies, reorganizations, and succession planning are assessed based on the reality of the assets, the family, and the objectives involved.
- Establishment and organization of holding companies
- Corporate reorganization
- Succession planning
- Separation of personal and business assets
- Long-term wealth structuring
A wealth decision never has just one consequence.
1. The impact is analyzed as a whole
It is not enough for a solution to work in one area if it creates a problem in another.
2. Structure before the tool
We do not begin with the assumption that the client needs a holding company or any other specific solution. First comes the reality; then comes the structure.
3. Long-term planning
Families, wealth, legislation, and objectives change. The structure needs to evolve with them.
Wealth stops being merely accumulated and starts being structured.
- Decisions analyzed from an integrated perspective
- Taxation reviewed within the existing structure
- Personal and business assets properly organized
- Continuity and succession planned
The business owner or family gains visibility not only into which assets they own, but also how those assets are organized, what risks exist, and which decisions need to be prepared before a significant event occurs.
Frequently Asked Questions
Is a holding company worth it in my case?
It depends on the size, composition, and objectives of the wealth involved. A holding company can be an appropriate tool in different situations, but assessing the actual need comes before making a recommendation.
Is tax planning legal?
Yes. It involves organizing transactions and structures within the alternatives permitted by law, always with compliance as the starting point.
Do I need substantial wealth for this to make sense?
The key issue is not just the value of the assets, but their complexity. A business, real estate, ownership interests, family matters, and succession planning may already require a structured approach before the total wealth reaches a very high level.
Does wealth structuring solve succession planning once and for all?
It allows succession to be organized during one’s lifetime, reducing the number of decisions that would otherwise need to be made under urgent circumstances. Because both family dynamics and wealth evolve over time, the structure needs to be reviewed and adjusted as those circumstances change.
Talk to someone who understands the scenario of your operation.
Tell us about your moment. SM7 helps you find the next path.
By submitting this form, you declare that you are aware of our Privacy Policy and authorize the processing of your data for the purpose of responding to this request.