Start Date / Programs / Extended Catalog

Fiduciary Structures for Individuals & Family Offices

The legal architecture that sustains wealth from generation to generation.

In-person4 hoursMay 2026

Program Description

Substantial wealth without structure is wealth exposed. Fiduciary structures — trusts and related vehicles — are the central instrument for protecting assets, ordering succession and giving continuity to the family enterprise across generations.

This 4-hour in-person programme approaches the trust from the perspective of those who use it: the individual, the business family and the family office. What it solves, how it is designed, who is involved and how it is governed. The in-person format favours direct discussion among participants, in an environment of confidentiality.

It forms part of the 2025-2026 Training Programs Calendar of the Private Wealth Management Institute, an institute specialised in the management of substantial wealth, and connects with one of its central pillars: the design, analysis and administration of professional wealth structures.

General Objective

For participants to understand what a fiduciary structure is, which wealth problems it solves and how it is designed, administered and governed, in order to make better decisions on asset protection and succession planning, whether as the owner of the wealth or as adviser to its owner.

Learning Objectives

  • 01Understand what a fiduciary structure is and which wealth problems it solves.
  • 02Distinguish the principal fiduciary vehicles available to individuals, families and family offices.
  • 03Identify the roles, rights and responsibilities of the parties involved in a trust.
  • 04Analyse the use of fiduciary structures in asset protection and succession planning.
  • 05Evaluate criteria for the design, administration and governance of a professional wealth structure.
  • 06Engage with trustees, lawyers and banks while understanding what is being proposed and what is being signed.

Why Take This Program

  1. A 4-hour in-person executive programme: face-to-face discussion with experts and peers.
  2. Begins in May 2026, within the 2025-2026 Training Programs Calendar.
  3. A central theme of wealth architecture: asset protection and generational continuity.
  4. Focused on those who use the structure: individuals, business families and family offices.
  5. Delivered by the Private Wealth Management Institute, a pioneering institute unique of its kind in Mexico and the Americas.
  6. A faculty of practitioners with real-world experience in legal, tax and private banking matters.
  7. A methodology built on the discussion of real cases, not abstract theory.
  8. Decision frameworks for understanding what is being proposed and what is being signed before trustees, lawyers and banks.
  9. Confidentiality and high-level networking among entrepreneurs, families and wealth advisers.
  10. Tuition of $20,000 MXN plus VAT for a highly specialised programme in executive format.

Syllabus — Key Topics

  • The trust as the central instrument of wealth architecture
  • Trusts, fideicomisos and vehicles for wealth protection
  • Fiduciary structures in the service of individuals, business families and family offices
  • Roles and responsibilities: settlor, trustee and beneficiaries
  • Succession planning and generational continuity through fiduciary structures
  • Design, administration and governance of professional wealth structures
  • Best practices and common mistakes in the use of trusts