Our partner, Julio Quijano delivered a presentation to clients of Kapuy Soluciones, addressing different estate and wealth planning structures available across multiple jurisdictions.

The session covered key considerations related to the organization and protection of wealth, as well as the importance of carefully evaluating the legal, tax, and succession-related characteristics of each jurisdiction. The presentation emphasized the need to design structures tailored to each client’s particular circumstances, objectives, and asset composition.

International estate and wealth planning requires a comprehensive approach and proper coordination among advisers from different professional disciplines and jurisdictions. Access to clear information and specialized advice enables clients to make well-informed decisions, anticipate potential contingencies, and implement solutions that address both their current needs and their families’ or investments’ long-term objectives.

As part of our ongoing efforts to strengthen our relationships with strategic partners and professionals throughout the region, the event was coordinated by our Business Development Manager, Fernando Ardito, who joined Julio Quijano during the event.

We extend our most sincere appreciation to Susana Batanero and the entire Kapuy team for their warm hospitality and for the opportunity to exchange knowledge and perspectives on a subject of increasing relevance to families, business owners, and investors with international interests.