Navigating political and tax challenges for HNWI

Guadalupe is a tax partner at Gómez-Acebo & Pombo (Barcelona, Spain). She advises private clients, specially focusing cross-border matters. She has broad experience advising HNWI and UHNWI migrating to Spain or with interests in Spain. She helps them structuring their net worth and ensuring that their preexisting structures, such as trusts, private foundations, etc. are tax efficient and compliant in Spain. She also advises on tax residence complex matters and estate planning. She is a member of international organizations such as the Society of Trust and Estate Practitioners (STEP), the Private Client Global Elite and the International Bar Association (IBA), where she is a regular speaker and frequently involved in the planning boards. She is also the immediate past- president of the tax commission of the International Association of Young Lawyers (AIJA), with more than 4,000 members spread all over the world, where she has been actively involved for the past 11 years.

Inbal Faibish Wassmer is a partner and the head of the Zurich Branch of the firm Goldfarb Seligman, an Israeli full Service law firm, with offices in Israel and Switzerland. Inbal advises individuals and corporations in international taxation, trusts, estates, wealth planning, insurance, financial regulations, philanthropy and immigration. Inbal presents regularly on various various taxation, estate and wealth planning topics in professional forums, and participated in various publications on Israeli tax and commercial issues. She is an officer at the IBA Private Client Tax Committee and the Vice President of the Switzerland Israel Chamber Of Commerce.

Andrea Gallizioli areas of expertise include M&A and business restructuring, stock options and incentive plans for executives, taxation of individuals as well as international tax law. He has also developed relevant skills in giving assistance to high-net-worth individuals in relation to estate and succession planning, trusts and foundations as well as charities and non-profit entities.

Nuno Cunha Barnabé is a law graduate by the faculty of the University of Lisbon, where I have also lectured in tax, public finances and economics laws. In over 25 years’ experience in tax law, mostly dedicated to wealth taxation, he has become specialized in advising HNWI’s individuals, family offices, private banking and asset manager businesses in Portugal and Portuguese speaking countries on cross-border individuals taxation, estate planning and foreign investment matters. Nuno is a full TEP member of the STEP, where he chairs the International Client SIG, an academician of the TIAETL - The International Academy of Estate and Trust Law, in which I currently serves as Council Member, an international fellow of the ACTEC – American College of Trust and Estate Counsel and a member of the IFA - International Fiscal Association, the CFE Tax Advisors Europe and the ABA – American Bar Association.

Richard advises on all aspects of estate planning and personal taxation and focuses on cross-border tax advice. Many of his clients are individuals with a presence in multiple jurisdictions, and who originate from jurisdictions in Europe, North America and the Middle East. Richard also advises on the establishment and management of international asset-holding structures, focusing both on international taxation and asset protection. He has extensive experience in planning for international families, entrepreneurs, finance professionals, and regularly advises clients in relation to complex HMRC enquiries and disputes relating to tax or succession matters.

Rafael Bassoli, partner at Azevedo Sette Advogados’ Corporate and Wealth Planning practices in São Paulo office He draws upon more than 15 years’ experience advising clients in complex transactions involving corporate and mergers and acquisitions, succession planning, and contracts. He is Master’s Degree (LL.M) in Civil Law at USP (2020). Rafael is recommended in Chambers HNW guide as ‘up and coming’. Bassoli assists high net worth clients on estate and succession planning, in addition to advising clients on international tax matters, one interviewee observes: "He provides a tailor-made service for clients and always tries to come up with the best solutions for their unique problems." Besides, he is recommended in Corporate M&A and Wealth and Succession Planning in Brazil by The Legal 500