Wealth Management
By investing their family wealth, individuals seek both to make a reasonable profit and, above all, to have their present and future economic and family needs and goals catered for.
Equity and income are both affected by several taxes, both at a global and local level; hence, an assessment of potential options to mitigate or defer such impact is fundamental.
For one thing, our service involves planning the tax effects of the different investment options, whether based on the source of income or the nature of the investment, as well as identifying cost-effective options, legal benefits, tax credits and deferral of tax impact.
In addition, the service includes providing advice and taking all necessary actions to ensure compliance with all tax obligations derived from holding such assets and earning income on them.
Services are provided through a team of professionals especially qualified to directly interact with each client, answer their questions and requirements in order to fully meet their expectations and requests through a quality service.
Equity and income are both affected by several taxes, both at a global and local level; hence, an assessment of potential options to mitigate or defer such impact is fundamental.
For one thing, our service involves planning the tax effects of the different investment options, whether based on the source of income or the nature of the investment, as well as identifying cost-effective options, legal benefits, tax credits and deferral of tax impact.
In addition, the service includes providing advice and taking all necessary actions to ensure compliance with all tax obligations derived from holding such assets and earning income on them.
Services are provided through a team of professionals especially qualified to directly interact with each client, answer their questions and requirements in order to fully meet their expectations and requests through a quality service.
Wealth Management services include:
- Investment tax planning intended to reduce tax costs, defer tax payment, apply tax credits, etc.
- Planning, advisory and structuring of stand-alone wealth vehicles both abroad (trusts, companies, etc.) and in the country.
- Planning, advising and devising efficient corporate structures in certain jurisdictions.
- Providing advice to apply for tax residence in Argentina and Uruguay.
- Projection and assessment of income tax and personal asset taxes.
- Projection and computation of tax advance payments and analysis of potential alternatives to reduce them.
Gabriela Clerc
- gabriela.clerc@ar.andersen.com
- Partner
