Wealth Management

Wealth that took a generation to build can be lost in one badly planned transfer. Philippine succession law has forced-heirship rules, estate tax deadlines, and special traps for cross-border families — and it does not wait for anyone to get organized.

The plan

Wills, trusts, and donation strategies structured around Philippine forced-heirship rules — plus the family and holding corporations that keep a family business coherent across generations, and asset-protection planning done within the law rather than around it. For cross-border families — foreign spouses, heirs abroad, assets in multiple jurisdictions — we plan for every jurisdiction the estate touches.

The settlement

When the transfer comes, we administer it: judicial and extrajudicial settlement of estates, probate — including holographic wills — and estate tax compliance against deadlines that accrue penalties, not sympathy. Much of this work moves through the courts, and our litigation bench is what keeps it moving.

When heirs disagree

Estate disputes are where unplanned successions end up, and we litigate them regularly: contested settlements, annulment of donations, and the recovery of property transferred out of an estate before anyone was watching. The best outcome is the plan that makes this section unnecessary — but when the dispute comes, it is familiar ground.

Who we act for

Families and family businesses, high-net-worth individuals, and Filipinos and foreigners whose estates cross borders. The conversations are personal; we keep them that way.

Cross-border families should start with our guide to whether a foreigner can inherit property in the Philippines.