Families who have crossed the point where the question changed.
What defines them is circumstance.
Before a liquidity event
The business is about to become cash
The months before a sale are the only window in which most of the useful decisions can still be made. Afterwards the structure is fixed and the tax position is already set.
A family in two places
Children studying or settling abroad
Once one generation lives under a different tax authority, currency, and inheritance regime, arrangements built for a single country start to work against the family holding them.
Concentration
One country, one currency, one bank
Most Mexican family balance sheets are concentrated by history rather than by choice. The first useful step is seeing the concentration clearly enough to decide whether you still want it.
Succession
The next generation is not ready, or not interested
Governance, not documents, is what determines whether a transfer holds. The families where it works started the conversation a decade before it was needed.
On minimums
No minimum is published, and you are told when this firm is not the right fit.