Basham, Ringe y Correa, S.C. is a reputable leader in the wealth management market, with long-standing relationships with top international banks that regularly refer high-net-worth clients from around the world. The firm’s multidisciplinary team offers comprehensive tax and legal planning services, with specialised expertise in asset transfers, both domestic and international trusts and the structuring and drafting of trusts for succession planning. Victor Barajas leads the private clients practice and is highly regarded for his expertise in advising on the organisation and structuring of wealth and asset protection strategies. Tax partner Alejandro Barrera co-heads the group, bringing experience to the wealth planning practice. The team benefits from a host of names with expertise in wealth management, with younger  partners Jesús Colunga and Amilcar Garcia advising families on their assets and corporate governance of their businesses.

Alongside housing a top-tier tax practice, Chevez Ruiz Zamarripa boasts a comprehensive wealth management offering that includes estate planning, asset management, family wealth protection and succession planning. The team regularly advises on investment strategy, navigating domestic and global regulatory frameworks to ensure compliance with tax obligations and corporate governance requirements. Alfredo Sanchez leads the deep bench of practitioners involved in the practice and has over three decades of experience in estate planning and succession matters, and he regularly assists clients with their tax structure and aids in the creation of local and international trusts. Ricardo Paullada is a key contact for tax consultancy for individuals and family offices, and supports the team alongside Jose Carlos Silva and Eduardo Valenzuela. Younger partner Ana Sofía Ríos is a key name who is heavily active in Mexican trust formation and succession planning.

Galicia Abogados S.C. is a top choice for high-net-worth individuals, family offices and financial institutions, renowned for its advisory expertise in asset management and protection. The team excels in succession planning, offering solutions through the establishment of domestic and international trusts and the administration of wills, all while ensuring optimal tax efficiency. Gabriela Pellón co-heads the practice with Christian Lippert, the pair of whom have notable expertise in tax and wealth management, particularly in navigating complex cross-border regulatory frameworks to support international assets. Two promotions to counsel in January 2025 significantly strengthen the practice: Cecilia Díaz de Rivera, who focuses on the corporate and family aspects of control structures and estate planning, and Fabiola Jiménez, who advises on corporate restructurings related to estate planning and family business governance. Associates Ana Elena Dominguez and Gabryela Valencia are also key contributors, providing essential support across all areas of the practice.

Baker McKenzie Abogados, S.C. is a go-to firm for navigating complex tax regulations affecting wealth management and estate planning for high-net-worth individuals and financial institutions. The team offers comprehensive corporate and tax advisory services for investment planning, while also guiding clients through business succession strategies and related corporate restructurings. Practice head Jorge Narváez-Hasfura is a dedicated tax practitioner advising on complex fiscal implications of estate planning and Mexican trusts. He is ably supported by Javier Ordoñez, a capable advisor on international tax planning, and Lizette Tellez-De la Vega, who tackles estate planning for international corporations and individuals.

With its absorption of the former Sánchez Devanny completed in February 2025, Garrigues has inherited a tax team that also has expertise advising HNWIs and families on wealth management and legal planning regarding the transfer of domestic and international assets. In Monterrey, former managing partner Ricardo León Santacruz is now the tax group coordinator; a veteran practitioner with over 30 years’ experience, he has deep experience of both tax and estate planning. In Querétaro, Abel Mejía has over a decade’s partner-level experience in private wealth matters, including pre-migration tax planning to other countries, international patrimonial structures incorporating corporate-family governance protocols, and inheritance transmission.