Private Wealth 2026

MEXICO Trends and Developments

Trends and Developments Contributed by: Gabriela Pellón, Cecilia Díaz-de-Rivera, Fabiola Jiménez and Lucía Ibáñez Galicia Abogados

Galicia Abogados is a Mexican law firm with a col - laborative culture focused on excellence, bringing together talented lawyers to address complex legal challenges. Its unique market offering sets it apart, blending the precision of renowned transactional and regulatory expertise with the strategic acumen re - quired for high-stakes litigation. Galicia is recognised

as a leader in the Mexican and Latin American legal ecosystems due to its international and cross-border capabilities, reached through its alliances and Best Friends network in Europe, Latin America, the USA and Asia. Galicia is ranked as the top leading firm in Mexico and Latin America by Chambers and Part - ners.

Authors

Gabriela Pellón is a partner at Galicia and co-heads the tax and wealth management practices. Clients value her distinctive ability to resolve complex tax matters involving trans - actions, mergers, spin-offs, acquisi -

structures, helping clients achieve smooth and peaceful transitions of family and wealth across generations.

Fabiola Jiménez joined Galicia in 2007 and worked in the mergers & acquisitions practice for more than 12 years. This experience provided her with multidisciplinary skills that distinguish her in the wealth manage -

tions, restructurings and capital reductions, as well as issues related to the application of international treaties, tax audits and legal defence. She advises clients on tax compliance and local and overseas investments, and she has developed a strong capability for structuring businesses efficiently, balancing strict legal compliance with the client’s interests and satisfaction. In the area of wealth management, Gabriela has extensive experience advising high net worth individuals and family offices, offering objective and comprehensive guidance on an international scale.

ment practice, where she was promoted to counsel in January 2025. Her work has focused on domestic and cross-border M&A transactions, including corporate aspects of financing, restructurings, governance, and the protection and control of private wealth structures, as well as succession planning and family business matters. She advises individuals, families, family offices, trustees and financial institutions on the design, implementation and management of wealth protection, control and succession structures.

Cecilia Díaz-de-Rivera joined Galicia as an intern in 2007 and later became an associate in the banking & finance and mergers & acquisitions practices. She subsequently moved to the wealth management area, where she

Lucía Ibáñez joined Galicia in 2022 as an associate in the mergers & acquisi - tions practice, bringing more than ten years of experience advising buyers, sellers and financial advisors on acquisitions, investments, divestitures

now focuses exclusively and was appointed counsel in 2025. Her practice centres on corporate and civil wealth matters, with particular emphasis on the corporate and family dimensions of control struc - tures, estates, successions and family businesses. Cecilia works closely with individuals, families, family offices and fiduciaries to design, implement and manage governance, estate and succession

and corporate reorganisations across diverse industries. She recently became part of Galicia’s corporate-civil team within the wealth management practice, where she leverages her corporate exper - tise to develop tailored asset protection, governance

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