High Net Worth Guide 2026 : Bolivia
Ranked Individual
Provided by Serrate Stelzer Legal
Serrate Stelzer Legal advises prominent Bolivian and international families, high-net-worth individuals, and business owners on the structuring, preservation, and growth of their wealth across generations. The firm’s Private Wealth team is known for crafting sophisticated, tax-efficient strategies to protect and transfer assets through cross-border holding structures, private foundations, and trusts.
With deep expertise in family-owned businesses, Serrate Stelzer Legal assists clients in implementing family protocols, shareholder agreements, and governance frameworks to ensure long-term stability and minimise generational conflict. The team also advises on real estate investments and succession planning, focusing on efficient ownership structures and risk mitigation.
Much of the firm’s work is multi-jurisdictional, involving close collaboration with private banks, family offices, trust companies, wealth advisors, and international law firms. The firm is also active in helping clients establish philanthropic legacies through charitable foundations and grant-making programmes aligned with their values and goals.
Serrate Stelzer Legal is a trusted advisor to influential families and institutions navigating complex domestic and cross-border wealth matters, recognised for its technical strength and discreet, results-driven approach.
Provided by Chambers
Serrate Stelzer Legal advises families on wealth management and business structuring through strategic tax and corporate planning. Its lawyers are experienced in tax optimisation through cross-border structures, including charitable foundations and real estate investments.
Provided by Chambers
Beyond their technical excellence, this firm possesses something few others maintain: a genuine service culture. They don't see clients as mere files, but as relationships built on trust, nurtured with discretion, empathy and respect.
Serrate Stelzer demonstrates an outstanding ability to handle complex matters, integrating legal, tax and family governance structures with a strategic vision. Their international experience allows them to anticipate risks and coordinate with advisers in different jurisdictions.
Serrate Stelzer is distinguished by its exceptional combination of technical sophistication, strategic focus and close client relationships. The team possesses a deep understanding of wealth planning for business families and high net worth groups, integrating corporate, succession, tax and family governance into coherent and sustainable long-term solutions.
Serrate Stelzer has a highly qualified legal team that offers a range of quick and efficient solutions.
Provided by Chambers
Having worked in Panama previously, Rachel Hardcastle is experienced in offshore structuring and brings that background to her high net worth clients in Bolivia. She combines private client planning with corporate aspects of family business planning to provide holistic advice.
Her thinking is agile, her judgment impeccable and her level of expertise outstanding. But beyond her technical brilliance, Rachel Hardcastle stands out for her clarity in communicating complex ideas and for the composure with which she handles highly sensitive issues.
Rachel stands out for her unique combination of technical sophistication, strategic vision and human sensitivity. Her international experience in Europe and Latin America gives her a deep understanding of wealth, tax and family governance structures across multiple jurisdictions, which is essential for advising business families with global assets and structures.
Head of Private Wealth Law
Provided by Serrate Stelzer Legal
Jorge N. Serrate Stelzer
Mateo Guerra
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