Wealth Management

  • Description

    In the last decade, most countries, including Peru, entered the world of international tax transparency, entering into agreements of automatic exchange of taxpayers' financial account information, approving tax amnesties and implementing new and complex national regulations that compel them to identify and report final beneficiaries of Peruvian and foreign entities. This on top of new tax obligations through income distribution systems and, in some of the countries of the region, donation and/or inheritance taxes.

    In this new era, wealthy families need our legal and tax expert advice more than ever, at a global scale, to help them protect their assets efficiently, and preserve them for future generations at the same time.

    Estudio Echecopar, in association with Baker & McKenzie International, was the first law firm in the country to identify this need in our private clients and provide comprehensive advise to them on tax, succession and family law matters, becoming the groundbreaking firm in advising on wealth management in Peru.

    With offices in XX countries, including United States, Switzerland, Mexico, Colombia, Peru, and Chile, our Wealth Management practice is the only one in Peru that offers the experience and global scope necessary to plan and implement any structure aimed at protecting and preserving efficiently the wealth of families, whose members and assets are in more than one country, with the assurance of complying with the law.
  • News
    Events
    October 28, 2019
    Efficient Investment in the MILA for Private Clients
    Peru, Colombia and Mexico | Spanish content
    Acknowledgments
    September 25, 2019
    Leaders League 2020 Awards
    Spanish content
    News
    August 27, 2019
    Joint Liability on Assets Purchase
    Timely Correction | Spanish content
  • Acknowledgments
    • Chambers & Partners
      Practices201820192020
      TaxBand 3Band 3Band 3

      Testimonials

      Band 3: Chambers and Partners — 2020

      "They provide us with very good legal services and solid answers to our questions, in addition to making good recommendations and developing sound strategies. They are strategic."

    • The Legal 500
      Practices201720182019
      TaxBand 2Band 2Band 2

      Testimonials

      Band 2: The Legal 500 — 2019

      "Frontline professionals who are highly trained".

    • International Tax Review
      Practices201820192020
      TaxBand 1NRNR

      Testimonials

      International Tax Review 2018

      Tier 1: Transactional Tax
      Tier 2: Indirect Tax y World Tax

      International Tax Review 2015

      Latin American Firm of the Year in Tax Practice - 2015

Key Contacts

Rolando Ramirez-Gaston
Partner
Lima
+51 (1) 618 8544