Our Wealth Management practice area specializes in providing advice for structure investments to provide protection of main assets, developing succession plans and schemes of compliance of formal and substantial tax liabilities. We act as permanent leading tax counsel to highly sophisticated and reputed companies in the banking and financial sector.
Our department provides advise to clients regarding investment structures; and design of tax efficient investments related to local and foreign trusts, funds, insurance, and investment structures in general with emphasis on the optimization of the profit return for the investors and the application of the Peruvian Controlled Foreign Corporation – CFC Rules (International Tax Transparency Regime). Moreover, it has extensive experience regarding the determination and review of the tax returns related to Income Tax of both Peruvian and foreign individuals.
Our team regularly advises wealthy individuals and families on both domestic and international tax planning, mergers and acquisitions, divestitures, financing transactions and private client’s tax work. He also specializes in providing tax counsel to local and foreign banking and financial institutions, insurance and reassurance companies, stockbrokers, fund managers and securitization trustees, multifamily offices, and high net worth individuals.
Fernando Nuñez, head of Wealth Management, is the only Peruvian attorney who has been admitted in the recognized Society of Trust and Estate Practitioners (STEP) which is the leading global professional association for those advising families across generations.
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