Wealth & tax planning · Colombia

Protect, control, and succeed
your wealth with clear structure.

Wealth and tax planning on four pillars: protect the estate, control title and vehicles, succeed in order, and reduce taxes within the rules. Not a shelf product or an accounting close. Ligal is the Tax Law firm of Juan Santiago Rodríguez Prieto, ex-DIAN tax attorney, with lawyers who design structure and succession. On Google: 5.0 / 5 with 36 reviews.

5.0 / 5 · 36 reviewsEx-DIAN + lawyersProtection · successionBogotá
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Also on WhatsApp: +57 319 272 9164. Bogotá · Calle 99 7A-51, Of. 206.

The thesis

Four pillars. One clear map.

Wealth and tax planning uses the law to decide how assets are protected, who controls them (title, vehicles, structure), how succession stays orderly, and how tax is lawfully reduced. Improvising only civil, only corporate, or only income tax leaves gaps before the family and DIAN.

Ligal builds that map with tax lawyers. Juan Santiago Rodríguez Prieto sets the legal line with ex-DIAN insight. The team designs title, holdings, succession, and the tax flank of the estate—tax reduction is one pillar, not the whole story.

When it applies

  • You want to protect assets from family, corporate, or tax risk.
  • You need to control title, vehicles, or a holding structure.
  • You want orderly succession—wills, gifts, transfers—without surprises.
  • You want lawful tax reduction with lawyers, not aggressive schemes.
Request a wealth diagnostic
How we work

Four pillars of the case map.

Protection, control, succession, and tax—no invented savings promises.

01

Protect the estate

Legal shielding of assets: family, corporate, and tax risks before they crystallize.

02

Control title and vehicles

Who holds what, through which vehicle (company, holding, trust, or other), and with what decision power.

03

Succeed in order

Orderly transfer: succession, gifts, and family rules with a legal and tax reading.

04

Reduce tax (lawfully)

Income, wealth tax, and occasional gains as one design pillar—not as year-end bookkeeping.

Who answers

Tax lawyers with ex-DIAN leadership.

High-ticket boutique for families and business owners. The core is the law.

Director · Ex-DIAN tax attorney

Juan Santiago Rodríguez Prieto

Leads the legal line on wealth and tax planning.

Tax Law · Title, structure, succession

Ligal attorney team

Design vehicles, holdings, and transfers with a DIAN reading from the first map.

Income · wealth tax · occasional gains

Tax flank of the estate

Tax reduction enters as a legal design pillar, not a separate product.

Clear limits

What we do not do in planning.

We do not sell aggressive schemes

We do not promise evasion or invented savings. We plan within the law.

We do not replace the notary or entire family office

We own the legal-tax flank of the estate; we coordinate with other crafts.

We are not a holding factory

Boutique: each family or company is a case.

The edge

Wealth with a reading of how DIAN sees it.

Wealth and tax planning fails when treated as a civil formality or a standalone tax product. Ligal joins ex-DIAN judgment and tax lawyers on one map: protect, control, succeed, and reduce tax.

Already have a notary, family office, or other advisors? They stay.

Director

Juan Santiago Rodríguez Prieto

Tax attorney · Ex-DIAN

Meet the director
Related pieces

Same team, other doors.

Companies

Corporate tax planning

Tax design for corporate operations.

See corporate planning

Defense

Defense before DIAN

When the tax map is challenged by the Administration.

See DIAN defense

The firm

What is Ligal

Tax Law boutique in Bogotá.

See what Ligal is

Start

Diagnostic

Free map in 48 business hours.

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Arts. 837-1 and 838 E.T.

Lawful asset protection against DIAN attachments

How to organize assets within the law, what limits apply to attachment and which measures are legitimate before and during collection.

See asset protection

Arts. 102 and 319 E.T.

Family holding and trust: estate organization and succession

How family wealth is organized through a holding company or a fiducia, with tax and succession effects properly declared before DIAN.

See family holding and fiducia

Arts. 1012 and 1054 Civil Code · Art. 307 Tax Code

Estates with assets abroad

How to inherit an account, a property or an LLC outside Colombia: applicable law, notarial or judicial succession, proceedings abroad and occasional gains tax.

See estates with assets abroad

Arts. 302-307 & 314 Tax Statute

Lifetime gift to children and taxes

How much tax is paid when gifting an apartment or shares during your lifetime, notarial approval and how it compares with selling or using a company.

See lifetime gift

When you are about to sell a property

Occasional gain on the sale of real estate

How much occasional gain tax you pay when selling a house, an apartment or an inherited property, how the tax cost basis is calculated and which exemptions exist.

See occasional gain on property sales

Leaving the property to your children and still using it

Usufruct and bare ownership: taxes

How usufruct and bare ownership work, how they are valued for occasional gain tax and whether they protect wealth or only help plan the succession.

See usufruct and bare ownership

Arts. 292-3 to 296-3 Tax Code

Wealth tax for individuals in Colombia

Who pays it, the 72,000 UVT threshold, the marginal rates of Law 2277, the primary-residence exclusion and lawful planning.

See wealth tax

Art. 303-1 Tax Code · Life insurance

Life insurance and estate planning

Treatment of the indemnity as occasional gain (exempt up to 3,250 UVT), beneficiary designation versus the decedent’s estate, and the limits regarding creditors and compulsory hereditary reserves.

View life insurance and succession

Arts. 9, 300 & 607 Tax Code

Buying real estate abroad as a Colombian tax resident

Income tax and foreign assets, registration of the investment with the Banco de la República, rents received and the tax treatment of a later sale of the property.

View buying property abroad
How it starts

Diagnostic. Free. In 48 business hours.

Asking is free. In 48 business hours you get the legal map of your wealth: protection, control, succession, and tax. Use the form or open Diagnostic.

  1. 01

    Today

    Request the diagnostic

    Share assets, current structure, and goal. Free.

  2. 02

    48 business hrs

    Legal map of the estate

    What to protect, what to control, how to succeed, which tax flank controls.

  3. 03

    After the map

    Proposal and plan

    Scope, attorney team, and fee. You decide whether to proceed.

FAQ

Wealth planning, without fine print

The legal design of how the estate is protected, who controls it (title and vehicles), how succession stays orderly, and how tax is lawfully reduced—not a bookkeeping product or a standalone civil formality.

Juan Santiago Rodríguez Prieto (ex-DIAN) leads the legal line. Ligal tax lawyers design title, structure, succession, and the tax flank of the estate.

No. No serious firm guarantees invented savings. We offer a legal options map with costs and risks. Tax reduction is a pillar, not a promised figure.

It fits when there is wealth or structure that deserves legal order: business families, partners, and people with relevant assets.

Ligal holds 5.0/5 with 36 reviews: https://share.google/VVzMvULrOj8Mj52Au

Share assets, current structure, and goal (protect, control, succeed, tax). Map in 48 business hours. Also /diagnostico.

Diagnostic

Tell us about the wealth. The map comes next.

Free. Reply within 48 business hours. Describe assets, current structure, and what you want to organize: protection, control, succession, or tax.

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