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

  • Seminar: National Association of Independent Administrators

    Events

  • Panglossian or Painful: Tax after the US and UK elections

    Jeffrey Lee

    Events

  • Julia Cox, Harriet Betteridge and Alexandra Clarke write for Tax Journal on who might be considered the ‘winners’ and ‘losers’ from an IHT perspective following the UK Autumn Budget

    Julia Cox

    In the Press

  • City AM quotes Charlotte Duly on the long-awaited SkyKick v Sky Supreme Court decision

    Charlotte Duly

    In the Press

  • Charlotte Duly writes for World Intellectual Property Review on the Bluebird trademark dispute

    Charlotte Duly

    In the Press

  • Law.com International interviews Robert Reymond on the growth of our Latin America desk

    Robert Reymond

    In the Press

  • Autumn Budget 2024 – Charities – points you might have missed

    Liz Gifford

    Insights

  • Internationally competitive? The post-April 2025 tax rules for non-doms

    Dominic Lawrance

    Insights

  • Autumn Budget 2024: Share incentives

    Tessa Newman

    Quick Reads

  • Navigating the Lion City: A guide to Singapore's business etiquette and superstitions

    Shamma Ahmed

    Quick Reads

  • Global Investigations Review quotes Rhys Novak on the UK government’s new guidance on complying with its forthcoming failure to prevent fraud offence

    Rhys Novak

    In the Press

  • Under my umbr-ETA, ESTA, eh eh… FAO: international visitors to UK from 8 January 2025 – avoid rain and flight anxiety

    Paul McCarthy

    Quick Reads

  • The abolition of perpetuity periods: Time to sound a note of caution?

    Robert Avis

    Insights

  • National Infrastructure Commission’s Report on Cost Drivers of Major Infrastructure Projects in the UK

    Charlotte Marsh

    Insights

  • Global Legal Post quotes James Walton on the CJC's interim report into litigation funding

    James Walton

    In the Press

  • Family Court Reporting Week - supporting journalists to report family court cases

    Dhara Shah

    Quick Reads

  • Passing on family wealth – the Family Law impact of the new inheritance tax changes

    Sarah Jane Boon

    Insights

  • Potential parental disputes about school fees now VAT is to be added

    Sarah Jane Boon

    Insights

  • The new guidance on the offence of failing to prevent fraud – will it lead to a sea-change to anti-fraud compliance mechanisms?

    Rhys Novak

    Quick Reads

  • What constitutes “possession” and its importance (and relevance) for correctly calculating your SDLT liability

    Pippa Clifford

    Insights

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