EN 
FR 
ID 
ES Planificación Patrimonial
QUÉ HACEMOS
Protegiendo activos y preparando a las generaciones futuras con una estructuración inteligente
Ayudamos a individuos, familias y dueños de negocios a proteger lo que han construido con estrategias de vanguardia.
COBERTURA INTEGRAL
Soluciones de planificación patrimonial diseñadas para la seguridad a largo plazo.
From expatriates with multi-jurisdictional assets to Indonesian entrepreneurs planning for succession – we design wealth planning structures that reflect your personal, familial, and financial landscape. Our advice is guided by your values, responsive to legal and tax frameworks, and focused on long-term security.
Estructuración de Activos
Ayudamos a consolidar y proteger sus activos de manera fiscalmente eficiente y legalmente sólida.
Planificación de Herencia
Diseñamos estrategias sucesorias claras y legalmente exigibles, incluyendo testamentos y planes de sucesión.
POR QUÉ ELEGIRNOS
Ya sea protegiendo activos o planificando su transferencia, le ayudamos a estructurar su patrimonio con claridad.
01
Structuring With Purpose
We design asset frameworks that protect ownership, reduce risk, and support your family or business legacy.
02
Independent & Product-Free
We don’t sell insurance, funds, or financial products. Our recommendations are solely based on what benefits you.
03
Legal + Financial Alignment
Our plans balance legal protection, tax efficiency, and practical usability, not just theory on paper.
04
Family & Business Succession
We address real-life challenges: heirs, cross-ownership, partners, guardianship, and business continuity.
05
Cross-Border Estate Planning
Support for mixed-nationality families, international assets, relocation, and overseas inheritance considerations.
06
Confidential & Ongoing Support
Asset plans are maintained discreetly, with ongoing updates as laws, structures, and family conditions evolve.
FAQ's
Preguntas frecuentes sobre planificación patrimonial
Common options include PT companies (operating or holding), yayasan (foundations), regulated investment accounts, insurance-based wealth protection products, and pension schemes.
No. Most structures do not require residency, though some financial products or tax statuses may require a local address or occasional presence.
Yes. A PT—particularly PT PMA for foreign owners—can hold assets, manage investments, and generate income within Indonesian legal frameworks.
Yes. Domestic wealth structures require continuous corporate, tax, and regulatory compliance, as well as periodic strategic reviews.