Corporate services and estate planning

Morgan & Morgan

Morgan & Morgan houses an enviably broad private wealth and corporate services practice, with a team of ‘exceptionally talented individuals' who are commended for their ’great technical strength'. Also licensed to provide fiduciary services in the BVI and Belize, the firm focuses on advising high-net-worth individuals, predominantly from Latin America, on estate and succession planning, asset protection and the structuring of trusts, private interest foundations and corporations. Practice head Raúl Castro is skilled in international tax consultancy and corporate and estate planning; Luis Manzanares specialises in BVI corporate law, asset protection and tax planning; Luis Miguel Hincapié, who focuses on corporate and trust matters, oversees the Belize office; Fernando Boyd is a key contact for South American HNWIs; the ‘very knowledgeable' Laura Barrios is an expert in tax law; and Fanny Evans has notable expertise in Caribbean jurisdictions. The sizeable team also includes senior associates Raúl Bermúdez (an expert in company incorporations, estate planning and compliance) and Nestor Broce (a trusts specialist), while of counsel Roberto Lewis lends senior expertise to the practice.

Legal 500 Editorial commentary

Testimonials

Collated independently by Legal 500 research team.

'It is a unique team with the capacity to respond immediately. They have a great sense of collaboration and always understand the client's needs. Laura Barrios is always available to assist her clients with the greatest dedication, with innovative and effective advice.'
'They are very well prepared and give clients a lot of confidence. What stands about the lawyers at the firm is the personal relationship they have developed with us.'
'Laura Barrios is very knowledgeable and is able to transmit confidence in her guidance and opinions, which is a very important quality as a client.'
'The advice is always precise and punctual. They are the only firm I go to in Panama thanks to their quality and service. They stand out for their experience, knowledge and accessibility.'
'It is a great team with extensive knowledge of the regulations in various jurisdictions. They have great technical strength - they know the subject matter and they resolve any issues. I would particularly like to highlight Raúl Castro and Luis Miguel Hincapié.'
'Unique approach to addressing client needs. Unwavering commitment to delivering a personalised service and innovative problem-solving. Unlike other firms, they prioritise deep collaboration with their clients, ensuring that their unique challenges are met with tailored solutions that drive success.'
'Exceptionally talented individuals who continually raise the bar in their respective fields.'
'I believe that one of the main strengths of Morgan & Morgan is the ongoing focus on providing a high-quality service, but also quickly and efficiently. Furthermore, in cases where this is necessary, they can locate the required contacts to be able to carry out the procedures entrusted to them, and they have experts in various areas so that they can attend to many fields of activity for their clients.'