SERVICES
TAXATION
Jimenez Wealth provides legal advice on domestic and international tax strategies, their implementation
and defense. Services include corporate taxation, IRS Controversies, International taxation and reporting.
BUSINESS PLANNING
Jimenez Wealth creates comprehensive business plans and strategies, including the creation of U.S.
entities and offshore companies. We provide extensive business planning services, including asset
protection, global structuring, business succession, and executive compensation.
BUSINESS LAW
Jimenez Wealth provides domestic and international negotiation of shareholder agreements, bylaws,
and commercial contracts. Through our co-counsel relationship with Deforest Attorneys, we provide
domestic and international mergers, spinoffs, acquisition, and cross-border transactions.
WEALTH AND ESTATE PLANNING
Jimenez Wealth provides comprehensive domestic and cross-border estate planning strategies that
protect your loved ones, protect your wealth, and furthers your values. Services include estate tax
planning mitigation strategies, gifting, U.S. trusts, and offshore trusts.
FINANCE AND INVESTMENT LAW
Jimenez Wealth can provide advice on debt and equity financing, venture capital structure, private
equity, foreign direct investment, and structured finance.
FAMILY OFFICE SERVICES
Jimenez Wealth can provide full-service concierge private wealth management services for high-net-
worth families and individuals. Services include private investment portfolio management, corporate
governance, family office governance.
