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Managing director and founder of global consultancy firm Intercorp Group—a leading provider of tax, estate planning and fiduciary structure solutions for high-net-worth entrepreneurs and their families.
25 years’ experience of international tax and wealth management services.
Awarded Best Tax Consultant at the World Finance Legal Awards in 2013.
The Firm
International Investment Structuring
Diversifying investments into other countries; the requirement to mitigate the associated tax obligations
Protections of Family Business Abroad
Expanding the family company into other territories and the necessary safeguarding of both its intellectual property and its potential for multijurisdictional wealth generation
Asset Protection
Safeguarding wealth and protecting assets against liability arising from new investments
Corporate Restructuring
Preparing for a sale, merger, acquisition or initial public offering of the family company; strategic counsel required; cross-border tax implication and pre-transaction due
Adapting to Structural Change
Managing family wealth following structural changes in the family business
Real Estate Investment
Investing in property in other territories; the requirements to consider and mitigate estate tax obligations in both domicile and destination jurisdictions
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