{"id":24629,"date":"2026-04-14T13:02:49","date_gmt":"2026-04-14T13:02:49","guid":{"rendered":"https:\/\/globaltax.com.uy\/wealth-planning-and-family-continuity\/"},"modified":"2026-10-07T14:31:50","modified_gmt":"2026-10-07T14:31:50","slug":"wealth-planning-and-family-continuity","status":"publish","type":"page","link":"https:\/\/globaltax.com.uy\/en\/wealth-planning-and-family-continuity\/","title":{"rendered":"Wealth planning & family continuity"},"content":{"rendered":"\t\t

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Practice area<\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Wealth and succession planning<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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GlobalTax advises on wealth and succession planning with a comprehensive legal approach: protecting assets, organising structures and ensuring the family’s wealth continuity over time, in Uruguay and across jurisdictions.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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\n\t\t\t\t\t \n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\tView practice areas<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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Approach<\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Wealth needs structure, not improvisation<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Wealth and succession planning defines how a person’s or family’s assets are protected, managed and passed on, during life and afterwards. In Uruguay that means working within specific rules, such as the forced heirs’ reserved share, and aligning legal and tax issues when assets or relatives are in more than one country.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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GlobalTax steps in to:<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Organise complex wealth structures<\/li>
Align legal, tax and family matters<\/li>
Prevent conflicts between generations or partners<\/li>
Assess succession risks and contingencies<\/li>
Design sustainable long-term structures<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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Scope<\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Scope of wealth and succession planning<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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The service adapts to the nature and complexity of each estate:<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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01<\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Wills and calculation of forced heirship and the free share<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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02<\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Administration and testamentary trusts<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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03<\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Companies and holdings to concentrate and pass on assets<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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Domestic and international successions<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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05<\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Coordination with tax residency and the tax holiday<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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Family business continuity and shareholder agreements<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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Review of existing structures<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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08<\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Coordination with tax and financial advisers abroad<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t $\"Recepci\u00f3n$ \t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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When it makes sense<\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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When is this service key?<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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This advice is especially relevant when:<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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You own assets in Uruguay and other countries<\/li>
There are children from different relationships or heirs abroad<\/li>
A family business must pass to the next generation<\/li>
You are moving to Uruguay and want to organise your assets first<\/li>
You want to favour someone within what the law allows<\/li>
You want to prevent tax or legal contingencies<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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Guides<\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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What to know before planning<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Guides on succession planning<\/p>
Inheritance in Uruguay<\/strong>Who inherits, forced heirship and probate.<\/span><\/a><\/li>
Making a will in Uruguay<\/strong>Types, rules and process.<\/span><\/a><\/li>
Inheritance tax<\/strong>There is none: what heirs pay.<\/span><\/a><\/li>
Trusts in Uruguay<\/strong>The fideicomiso under Law 17.703.<\/span><\/a><\/li>
Testamentary trust<\/strong>Managing an inheritance.<\/span><\/a><\/li>
Fiduciary services<\/strong>What a trustee does.<\/span><\/a><\/li>
Tax holiday<\/strong>If you are moving to Uruguay.<\/span><\/a><\/li><\/ul><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\n\t\t\t\t\t
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Planning today prevents disputes tomorrow<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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We review your assets, your family and the countries involved, and propose a clear, sustainable structure.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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Frequently asked questions<\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Wealth planning FAQ<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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