Privacy Policy


The protection of your personal data is very important to Ortíz Noriega y González, S.C. (“IUSSUM” or “we”). This PRIVACY NOTICE has been prepared to comply with the FEDERAL LAW ON THE PROTECTION OF PERSONAL DATA HELD BY PRIVATE PARTIES and aims to inform you about the type of personal data we collect from you, how we use, handle, and utilize it, and with whom we share it.


What personal data do we collect from you?


As a client of our Firm, we may request personal information related to:

    1. Your name, address, and date of birth.
    2. Your email address and phone number.
    3. Your financial information such as bank accounts, loans, personal and real property, assets, liabilities, among others.
    4. Information about your spouse, heirs, legatees, and beneficiaries.
    5. Official documents that verify your identity and the information you declare, as well as your CURP (Unique Population Registry Code).
    6. Any other information related to the handling of the matters entrusted to us.


What do we use your personal data for?


IUSSUM collects and uses your personal data to fulfill the following purposes:

    1. Confirm your identity.
    2. Understand and address your legal needs related to the services entrusted to us.
    3. Provide security and legal certainty to the facts and actions you undertake.
    4. Prepare the legal instruments of your interest.
    5. Provide legal advice.
    6. Comply with applicable legal requirements.
    7. Verify the information you provide to us.


With whom do we share your information and for what purposes?


Your personal data is handled only by personnel attached to IUSSUM in connection with the legal services you request. However, it may be transferred to third parties related to the operations and processes of such services, including but not limited to authorities, notaries, public brokers, financial institutions, translators, counterparties, tax advisors, specialists, accountants, etc.


How can you limit the use or disclosure of your personal information?


You can limit the use and disclosure of your personal information through the following means that we have implemented, provided that the limitation is not contrary to the law.

    1. Submitting your request in person at our office, addressed to the person in charge of privacy at this office.
    2. Sending an email to the following electronic address: info@iussum.mx


How can you access, rectify, cancel, or oppose the processing of your personal data?


The exercise of the rights of access, rectification, cancellation, opposition, and revocation of consent may be carried out by submitting a written request at our office, addressed to the person or privacy department, or via email to info@iussum.mx


How can you learn about changes to this privacy notice?


This privacy notice may be subject to modifications, changes, or updates, and we are committed to keeping you informed of such situations.


How to contact us?


If you have any questions about this privacy notice, you can direct them to:

    1. The email address info@iussum.mx
    2. The phone number: (55) 5212-0067


Additionally, we make available copies of this privacy notice at our office.

Planning & State Management

At IUSSUM®, we provide advisory services for the optimal management and protection of family wealth. This includes designing the family protocol, establishing and operating the Family Council, setting up the Family Office, and advising on the definition of rules and roles according to the objectives set to ensure the continuity of family businesses. We also participate in succession planning through various mechanisms, including the design and formalization of trusts.

In the area of corporate governance, we assist our clients in evaluating the functioning and integration of corporate and decision-making bodies within their companies. We support them in designing and implementing optimal, efficient, and secure mechanisms and structures to enhance the management of their businesses.

At IUSSUM®, we provide comprehensive and multidisciplinary advice to identify the opportunities that best align with your objectives and business models.

Protect your legacy and secure the future of your family and business with our services including:

  • Wills
  • Estate and Succession Trusts
  • Real Estate
  • Corporate Governance
  • Family Offices
  • Dispute Resolution and Mediation
  • Contracts and Agreements
Mergers and Acquisitions

We facilitate and guide our clients through their commercial, financial, or partnership transactions with other parties, ensuring that agreements, covenants, or contracts are reached and executed, verifying compliance with legal regulations, and minimizing the inherent risks of these transactions. This includes defining the legal structure of the business, drafting, reviewing, and negotiating relevant agreements, covenants, contracts, and legal acts, along with providing the necessary legal advice from start to finish, including the resolution of commercial disputes. At IUSSUM®, it is essential to ensure that transactions are legal, efficient, and favorable to our clients’ interests.

Protect your business, investments, projects, and assets with our services including:

  • Investment, Purchase, Acquisition, and Participation Transactions
  • Mergers and Spinoffs
  • Transfer, Acquisition, and Consolidation of Assets
  • Partnerships and Joint Ventures
  • Capital Investments
  • Loans and Financing
  • Commercial, Corporate, or Financial Restructuring
  • Guarantee Structures and Agreements
  • Legal Audits
  • Agreements, Contracts, and Covenants
Resolution of Tax and Administrative Disputes​

At IUSSUM®, we provide comprehensive advice on the prevention, management, monitoring, and legal defense of individuals or entities in matters of administrative and tax nature, whether federal or state. This includes addressing tax liabilities, fines, sanctions, or issues related to the denial of tax refunds or credits, or the denial, revocation, cancellation, or suspension of administrative concessions, permits, or licenses. We pay special attention to pre-litigation and/or negotiation situations, aiming to place our clients in the best position either in the face of an inevitable legal process or in negotiations to avoid litigation; always within the legal framework and ensuring the protection and proper exercise of their rights.

Ensure proper handling of your administrative and tax issues and contingencies with our support including:

  • The study and preparation of opinions and consultations.
  • The handling, advising, and monitoring of home visits, desk and/or electronic audits, administrative procedures and requirements, including enforcement actions.
  • The handling, advising, and monitoring of deep surveillance programs, invitation letters, and tax or administrative requirements.
  • The study, preparation, submission, and monitoring of:
  • • Revocation and reconsideration appeals before administrative or tax authorities, whether federal or state.
  • • Ordinary administrative contentious proceedings, online, and exclusively for substantive resolution.
  • • Direct and indirect amparo actions.
  • The advising, study, preparation, submission, and monitoring of concluding agreements before the PRODECON.
  • The processing and follow-up of complaints, claims, and inquiries before the PRODECON.
  • The handling, advising, and monitoring of procedures related to the accountability of public officials.
Real Estate and Tourism
At IUSSUM®, we advise and support our clients in the planning and execution of real estate and tourism projects, including the evaluation, design, and implementation of corporate and contractual structures such as investment vehicles, trusts, companies, or partnerships; and the negotiation and formalization of acquisition, financing, restructuring, and divestment operations for real estate assets and projects. Our services cover all regulatory aspects related to the development of real estate and tourism projects, as well as the drafting and negotiation of agreements, covenants, or contracts for their structure, operation, functioning, and execution. This includes matters related to condominiums, subdivisions, residential or commercial developments, hotels, vacation clubs, private residential clubs, timeshare and vacation ownership projects, mixed-use projects, and fractional ownership regimes. Additionally, at IUSSUM®, we have a robust team of experts in tax and administrative litigation to defend our clients’ rights and interests before the relevant authorities in this sector. At IUSSUM®, we provide comprehensive and multidisciplinary advice to identify opportunities that best align with your goals and business models.
  • Design, Structure, and Implementation of Real Estate Operations and Transactions
  • Real Estate Acquisitions and Transfers
  • Investment in Real Estate and Real Estate Developments or Projects
  • Trusts for Administration, Business, and Guarantee
  • Financing and Restructuring of Real Estate and Tourism Projects
  • Environmental and Urban Planning Advisory
  • Defense in Administrative Contention and Amparo Matters
  • Advisory and Management on Federal Zone Matters
  • Condominiums, Subdivisions, Fractional Ownership
  • Consulting on National Water Matters
  • Handling of Regulatory Procedures
Corporate
We provide our services in this area through legal advice and guidance to companies, shareholders, or partners, both domestic and international, at all stages of company formation, development, and operation. This includes company formation, drafting, reviewing, and negotiating corporate documents, agreements, and contracts; advising on the operational and administrative development of corporate bodies; ensuring compliance with government regulations; participating as members of the company’s board of directors; maintaining company secretarial services; representing in financial and commercial transactions; and preventing and, if necessary, resolving conflicts. Our goal at IUSSUM® is to ensure the protection of shareholders’ and partners’ interests, ensuring that the company operates within the legal framework, safeguarding its interests, and maximizing its long-term success. Optimize your company’s structure and operations with:
  • Corporate Consulting
  • Corporate Maintenance and Management
  • Customized Corporate Structures
  • Partnerships, Alliances, and Co-investments
  • Corporate Restructuring
  • Corporate Transactions
  • Corporate Governance
  • Business Integrity
  • Foreign Investments
  • Contracts and Agreements
  • Industrial and Intellectual Property
  • Strategies for Civil or Commercial Litigation
Art & Culture

We provide legal advice to individuals or entities, both public and private, in this area through legal and commercial guidance for the investment, promotion, sale, and purchase of artworks. This includes representing buyers, sellers, investors, artists, or cultural promoters, and the development and execution of cultural and art projects. Our services encompass drafting and reviewing agreements, contracts, and covenants; advising on the sale, purchase, and investment in artworks; ensuring compliance with industrial and intellectual property regulations; representing clients in financial, commercial, or charitable transactions related to art; and resolving disputes. Our goal at IUSSUM® is to ensure that our clients protect their interests, investments, and the successful development of their projects in this sector.

Enjoy and protect your investments in art and the development of your artistic or cultural projects with our services including:

  • Purchase, Sale, Investment, Promotion, Editing, Production, and Marketing of Visual Arts
  • Copyright Protection
  • Artist Representation
  • Investment and Development of Cultural or Artistic Projects
  • Cultural and Artistic Promotion
  • Agreements, Covenants, and Contracts