Given recent changes in the political landscapes in South America as a result of several presidential elections in the past years, today we thought it’d be appropriate to discuss one of the most pressing topics for UHNW clients specifically in Brazil: pre-immigration planning to the United States. 

On the latest episode of Through the Wealth Lens, we are joined by two experts with years of experience representing affluent Brazilian families moving to the U.S. We have International Tax and Wealth Planning Attorney, Gessie Monteiro, who is a Partner at Miami-based law firm G.S. Monteiro Law, as well as the Brazilian Tax Attorney and Wealth Planner, Juliana Cardoso, who is a Partner at Brazilian wealth planning boutique firm Humberto Sanches and Associates. 

This episode is packed with beneficial information, so let's get right to it!

Timecodes:

0:06 - Introduction and overview on the topic of the day

1:49 - Why the United States continues to be a destination of choice for international businesses

3:08 - There is a bigger number of Brazilian families and businesses moving to the U.S.

4:34 - The political changes that have driven so many Brazilians leaving Brazil

6:43 - The process to start immigration planning for Brazilians

9:08 - The important strategies that Gessie recommends to his clients

14:42 - The tax and legal implications of moving to the United States

17:45 - The strategies Brazilians are doing to mitigate financial risk in the United States

19:24 - The investments that Gessie's clients typically consider

23:15 - How you can get in touch with Hannes and his team

25:11 - Closing remarks

Connect with Hannes Grascher:

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