Mexico: Wealth & Asset Management

Global transparency rules and beneficial ownership registries have fundamentally transformed estate planning, shifting focus from selecting the right legal structure to ensuring comprehensive documentation and information coherence. Modern wealth preservation now demands ongoing governance to align legal form with practical reality across multiple jurisdictions, as fragmented records and outdated documentation create vulnerabilities in an increasingly data-driven regulatory environment.

The judicial process begins with the declaration of intestacy based on the death certificate of the successor, the names and addresses of the lineal relatives and the surviving spouse...

On this day, the Tax Administration Service (SAT) published the Third Amendment to the Miscellaneous Tax Resolution for 2025, which modifies, adds, and repeals several tax rules.