Estate Planning

Estate Planning Solutions

Estate Planning tools allow you to stipulate ownership rights to your property and control how your wealth will be transferred, helping to eliminate uncertainties about the distribution of your assets after death.

We understand the difficulties that our clients encounter in controlling, protecting and increasing wealth.

Protecting your confidentiality and establishing a plan to transfer your wealth to the next generation efficiently and harmoniously can also represent big challenges.

At Intercam, we can help

We have developed significant expertise in understanding and dealing with the specific needs and circumstances of our clients.
Our goal is to help you implement simple and efficient solutions to achieve your personal, family and succession goals in line with your financial and investment objectives.

How it works:

Intercam Advisors identifies potential estate planning issues and arranges for certain third-party legal, accounting, and/or tax professionals to prepare and/or review certain documents and/or provide certain services to help protect the client against legal, financial and/or tax liability exposure.
*For more details please see our Form ADV Part 2A Brochure available at www.adviserinfo.sec.gov.

1221 Brickell Avenue, Suite 1070
Miami, Florida
33131 U.S.A.

Toll free numbers:

Mexico:01800 681 1857
Mexico City: 8525 6291
Buenos Aires, Argentina: 5984 1883

    305-377-8008
      Fax: 305-377-0028
    info@intercamus.com
   Monday - Friday:  8:00 - 16:30

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