PERU Trends and Developments
Trends and Developments Contributed by: German Carrera, Juliana Llosa, Yesica del Carpio and Moritz Abramovitz CPB Abogados
CPB Abogados operates a seamless private wealth practice with CPB Advisory, its Miami-based plat - form, through an integrated team of 14 legal profes - sionals. The team advises high-net-worth individu - als, families, family offices and business owners on cross-border wealth structuring, estate and succes - sion planning, tax advisory, family governance, and the establishment and administration of trusts, foun- dations and other holding structures. Combining ex - pertise in private wealth with corporate, tax, real es -
tate, immigration and regulatory matters, the practice delivers integrated solutions for complex multi-juris - dictional estates and investments. Recent mandates include advising families with assets across Latin America, the United States and Europe on succes - sion and governance strategies, restructuring inter - national holding vehicles, and providing administra - tion, tax compliance and reporting for domestic and offshore wealth structures.
Authors
German Carrera is the managing partner of CPB Abogados and founder of CPB Advisory, based in Miami. With more than 25 years of experience, he leads the firm’s Private Wealth practice, advising high-net-
Juliana Llosa is a senior partner at CPB Abogados and co-head of the firm’s private clients practice. She advises high-net-worth individuals, families, family offices and family- owned businesses on succession
worth individuals, families, family offices and privately held businesses on estate and succession planning, international tax structuring, wealth preservation and cross-border investments. His practice focuses on trusts, foundations, family office structures, asset protection and family governance. He regularly advises clients on complex multi- jurisdictional wealth planning matters across Latin America, the United States and Europe.
planning, family governance, wealth preservation and business continuity. Coming from a long-term background in corporate law, banking and finance, she develops integrated strategies that combine estate planning, governance and asset protection. Her multidisciplinary approach enables clients to navigate complex domestic and cross-border matters while preserving wealth and ensuring a seamless transition across generations.
Yesica del Carpio is director of wealth structuring & private clients at CPB Abogados. She advises high-net- worth individuals, family offices and privately held businesses on sophisticated wealth structuring,
Moritz Abramovitz is director of management & tax at CPB Abogados. With more than 20 years of experience, he advises high-net- worth individuals, families and international investors on cross-
succession planning and cross-border asset protection. Leveraging a distinguished background in international finance, capital markets and complex investment structures, she develops tax-efficient holding, trust and governance solutions for multi- jurisdictional estates. Her ability to combine legal, tax and commercial insight enable her to deliver bespoke strategies for preserving and transferring wealth across generations.
border tax planning, international wealth structuring and global tax compliance. His practice focuses on the interaction of multiple tax jurisdictions, the application of international tax treaties and the design of tax-efficient structures for international investments and asset holding arrangements. Drawing on extensive international experience, he delivers practical solutions that balance tax efficiency, regulatory compliance and long-term wealth preservation.
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