Midshore or Midtown? Changing trends in wealth structuring for Latin American clients

The complex and ever-changing tax and legal environment in Latin America has seen an growing number of HNWIs and their families look overseas to manage their wealth in recent years.

With tax increases likely as governments worldwide deal with the fallout from COVID-19, understanding the fundamental wealth structuring options available to clients is now more important than ever.

Our expert panel looked at current trends including mid-shoring, moving structures to the US and the impact of economic substance using case studies from the region’s largest markets.

Our panel:

  • Rafael Moll de Alba, Charles Russell Speechlys, Luxembourg
  • Dharshi Wijetunga, Charles Russell Speechlys, Zurich
  • Rashad Wareh, Kozusko Harris Duncan, New York
  • Mark Summers, Charles Russell Speechlys, Zurich (Panel chair)

Watch webinar

Our thinking

  • IBA Annual Conference 2024

    Charlotte Ford

    Events

  • Is a Big Mac meat or chicken? Thoughts on the recent General Court decision

    Charlotte Duly

    Quick Reads

  • Tortious liability: Supreme Court brings relief for directors

    Olivia Gray

    Insights

  • Stephen Burns and Katie Bewick write for New Law Journal on shareholders’ rights after Zedra

    Stephen Burns

    In the Press

  • Rhys Novak writes for Solicitors Journal on what legal advisors need to know about dawn raids

    Rhys Novak

    In the Press

  • Employment Law & Worker Rights - The Conservative Party’s Manifesto

    Nick Hurley

    Insights

  • "Has anyone seen my cat?" - Pet-Nups and Pet Disputes between Unmarried Couples

    Jessie Davies

    Quick Reads

  • Employment Law & Worker Rights - The Liberal Democrats Manifesto

    Nick Hurley

    Insights

  • The Africa Debate: Africa’s role in a changing global order

    Matthew Hobbs

    Quick Reads

  • Divorce called off: McIlroy reconciles on the eve of the US open

    Sophia Leeder

    Quick Reads

  • Re UKCloud: The importance of exercising control over a fixed charge asset

    Cara Whiffin

    Insights

  • Bloomberg quotes Dominic Lawrance on pledges to scrap preferential tax treatment for non-doms

    Dominic Lawrance

    In the Press

  • Consumer Duty Board Report

    Richard Ellis

    Insights

  • Standard of repair put to the test - Estates Gazette Q&A

    Emma Humphreys

    Insights

  • LIDW: Is arbitration an effective process for disputes involving state interests: a panel discussion of concerns raised in Nigeria v. P&IDL [2023] EWHC 2638

    Richard Kiddell

    Events

  • Injunctions against potential protesters - Estates Gazette Q&A

    Samuel Lear

    Insights

  • Michael Powner, Isobel Goodman and Hauwa Ottun write for Law 360 on the Tips Act

    Michael Powner

    In the Press

  • LIDW: An Era of Constant Change – an event to explore the General Counsel’s role in delivering sustainable growth whilst managing global ESG risks

    Caroline Greenwell

    Events

  • Emily Chalkley writes for The Times on how best to use employee influencers

    Emily Chalkley

    In the Press

  • LIDW: Liability imposed on UK Directors and how to mitigate the risks

    Claudine Morgan

    Events

Back to top