The team at Baker McKenzie Abogados, S.C. is well placed to assist individuals, families and family offices with wealth management and cross-border tax compliance advice. It also advises on the establishment of trusts and corporate governance structures. Leadership of the practice is shared between Jorge Narváez, who is well versed in tax litigation, transfer pricing, international tax planning and wealth management; and Javier Ordóñez, who focuses on advising HNWI on international tax planning matters from a wealth management perspective, as well as handling corporate income tax and VAT matters. Lizette Téllez, who majors on providing tax and estate planning support to multinational corporations and HNWIs, is also noted.
Legal 500 Editorial commentary
Testimonials
Collated independently by Legal 500 research team.
- The team maintains an extremely precise and up-to-date level of expertise. They successfully combine regulatory compliance with practical, business-specific solutions, always keeping the customer at the forefront.
- Human qualities, knowledge, pragmatism, proactivity.
- Baker McKenzie is one of the most distinguished law practices in Mexico.
- Accessibility and well-respected in the community. Efficiency with clients and visibility in the tax community.
- The availability of the Baker McKenzie team within Mexico or when their presence is requested outside the country is noteworthy.
- Baker McKenzie excels in the private client sector because this practice is multi-jurisdictional. This cross-border aspect of wealth management requires global expertise and potentially support from various subsidiaries of the firm.
Key clients
- Utmost PanEurope
- UBS
- Inheritance Advisory Group
- Financial Advisors
- Swiss Partners Insurance
Work highlights
Advised Utmost PanEurope on regulatory, tax and wealth management matters in connection with life insurance offered to Mexican clients.
Advised UBS on regulatory, tax and wealth management matters to enable the institution to legally offer its financial advisory services to Mexican clients.
Advised Inheritance Advisory Group on the regulatory and tax implications of life insurance products issued by certain US-licensed underwriters and offered in Mexico, assisting the firm in its representation of foreign insurers to HNWIs and families.
Lawyers
Leading partners
The strongest partners in their field, leading on market-leading deals and endorsed by peers and clients alike.
Javier Ordoñez
Next Generation Partners
Junior partners with significant recognition from clients and peers in the market and key roles on multiple matters.
Lizette Téllez de la Vega
Practice head
Jorge Narváez; Javier Ordóñez
Other key lawyers
Lizette Téllez