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Baker McKenzie's wealth management department operates internationally and is highly acclaimed for its capacity to provide cross-border asset management, tax planning and succession planning.
One client says: “They are able to think and share good tax planning opportunities or options very quickly. They participate in brainstorming, giving a lot of value, and they are very solid from a technical perspective.”
Antonio Zurera covers private wealth matters ranging from succession planning to inheritance and gift taxes, as well as tax planning for family offices and high net worth individuals. Zurera focuses on the management of tax and family controversies in addition to complex family agreements. One market commentator notes: “His service is excellent, he is always there when we need him. He is very technical but not necessarily too technical, so can explain work to us in a familiar way.”
Bruno Domínguez advises on tax and estate planning for high net worth individuals and families, including succession and gift planning, wealth transfer, asset structuring, expatriation and voluntary disclosure matters. One client remarks that “he is very helpful, very down to earth and gets down to the details,” adding: “He is also very aware of international jurisdictions.”
Esteban Raventós advises international and domestic clients in tax planning from both the international and local perspectives. He has a wide-ranging practice, assisting family-owned businesses and private clients.
Jaime Martínez has comprehensive knowledge of domestic and international tax planning for high net worth individuals, family offices, and the private banking industry. Martínez covers asset protection management, inheritance tax, voluntary disclosure matters and expatriation issues.
Luis Briones Fernández provides succession planning advice to high net worth individuals and family offices. Briones also offers counsel to Spanish and multinational companies concerning international tax planning and asset management. One interviewee comments that he is a “seasoned lawyer, and considered an outstanding tax adviser,” adding: “He has wide civil and mercantile knowledge.”