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SERVICES

TAXATION

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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

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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

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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

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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

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Jimenez Wealth can provide advice on debt and equity financing, venture capital structure, private

equity, foreign direct investment, and structured finance.

ASSET PROTECTION STRATEGIES

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Jimenez Wealth can provide full-service asset protection strategies using business entities, trusts and exempt asset planning.

TAXATION
BUSINESS PLANNING
FINANCE AND INVESTMENT LAW
ESTATE PLANNING
BUSINESS LAW
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Practice Areas

FAMILY OFFICE SERVICES

* The offices in Dallas TX, Guadalajara, and Mexico City, are offices of DeForest Attorney (DeForest
Abogados in Mexico).
ATTORNEY ADVERTISING. THE INFORMATION YOU AT THIS SITE IS NOT, NOR IS IT INTENDED TO BE,
LEGAL ADVICE. YOU SHOULD CONSULT AN ATTORNEY FOR ADVICE REGARDING YOUR INDIVIDUAL
SITUATION. CONTACTING US DOES NOT CREATE AN ATTORNEY-CLIENT RELATIONSHIP. PRIOR RESULTS
DO NOT GUARANTEE A SIMILAR OUTCOME.

​

Jimenez Wealth Legal Advisors, PC (the “Firm” and (“Jimenez Wealth”) is a California Professional Law
Corporation, Registered with the California State Bar under registration number 26614. Attorney Sergio
Jimenez, Esq. is licensed as an attorney with the California Bar under Bar number 289673. Sergio
Jimenez and DeForest Attorneys (DeForest Abogados in Mexico) have an of-counsel relationship.
Matters in Texas requiring Texas counsel are handled by DeForest Attorneys, and their managing Texas
attorney Mark K. Vasquez, Esq., Texas Bar Number 24013675. https://deforest.mx/en/

Matters accepted by the firm and Attorney outside of California are either of a Federal subject matter,
or a matter of consulting where a law license is not required by law, or where the Firm and Attorney
have accepted the matter in a co-counsel relationship.


Sergio Jimenez is also a CERTIFIED FINANCIAL PLANNER™ professional. The CERTIFIED FINANCIAL
PLANNER™, CFP® and federally registered CFP (with flame design) marks (collectively, the “CFP® marks”)
are professional certification marks granted in the United States by Certified Financial Planner Board of
Standards, Inc. (“CFP Board”). It is recognized in the United States and a number of other countries for
its (1) high standard of professional education; (2) stringent code of conduct and standards of practice;
and (3) ethical requirements that govern professional engagements with clients. To learn more, visit the
CFP Board website.

© 2021 by Jimenez Wealth Legal Advisors, PC

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