admin In today’s global economy, the rise of high-net-worth individuals (HNWIs) has brought forth a myriad of challenges and complexities in managing their wealth. From asset protection to investment restructuring and navigating intricate tax compliance regulations, the modern affluent individual faces a daunting landscape fraught with potential pitfalls. The paramount concern for HNWIs lies in safeguarding their assets against unforeseen risks while maximising their returns in a highly volatile market environment. The intricacies of cross-border transactions further compound these challenges, as varying tax laws and regulatory frameworks demand meticulous attention to detail and expertise in navigating through the maze of international finance.
Given the multifaceted nature of these challenges, high-net-worth families seek guidance from seasoned experts and consultants who specialise in addressing their unique needs. These professionals serve as trusted advisors, offering invaluable insights and tailored strategies to mitigate risks, optimise investments, and ensure compliance with complex tax laws across jurisdictions. As HNWIs strive to navigate the intricate web of global finance, the role of expert consultants becomes indispensable in providing comprehensive solutions and guiding them towards financial success amidst the complexities of the modern wealth management landscape.
Trust and proven expertise are core values HNIs seek in their consultants. Epitomising both, Leonardo Braune and the Intercorp Group emerge as leading names in this domain, offering tailored solutions in global wealth management. As the CEO of Intercorp Group, a London-based high-net-worth consultancy, Braune is not merely navigating the complexities of international business; he’s redefining the rules of the game.
Meeting the Legacy Leader
“In navigating global waters, we tailor solutions, transcending consultancy to become trusted partners in every high-net-worth family’s journey”
– Leonardo Braune
As the owner of Intercorp Group since April 2009, Leonardo Braune has led the firm in serving high-net-worth entrepreneurs and their families across more than 20 jurisdictions. Intercorp Group, under Braune’s guidance, acts as a crucial bridge between the process-driven corporate consultancy world and the individual needs of clients. The firm specialises in coordinating the formation and compliance with local and international legislation for over 1,500 legal entities, managing 80 private investment funds, and overseeing more than 200 private family trusts worldwide. Braune’s extensive experience, honed during his tenure as Senior Manager at Arthur Andersen, underscores his deep understanding of international tax, wealth preservation, and project management. His leadership has been instrumental in overseeing the tax structures of over $10 billion of client assets, establishing Intercorp Group as a trusted name in the high-net-worth consultancy sector.
Braune, a seasoned tax consultant with nearly three decades of expertise, intricately weaves his knowledge into the very fabric of Intercorp Group’s success story. His adeptness spans international tax, real estate planning, wealth preservation, fiduciary advice, and project management. Under Leonardo’s leadership, the Intercorp Group has blossomed into a leading provider of tax, estate planning, and fiduciary structure solutions for high-net-worth entrepreneurs and their families. Today, the Intercorp Group has evolved into a trusted ally for high-net-worth families worldwide.
Innovative Threads of Success
“At Intercorp, we sculpt financial destinies covering everything from tax planning to picking a good school. We blend insight and innovation to forge a legacy of prosperity for high-net-worth families worldwide”
– Leonardo Braune
At the heart of Intercorp Group’s triumph lies an innovative business model curated by Braune. The firm leverages a meticulously built network of global strategic partners, a testament to Braune’s foresight and commitment to independence. This network of specialised collaborators, sets Intercorp Group apart, providing clients with unparalleled access to experts in diverse fields.
Espousing a Tailored Approach
The Group believes in operating on a long-term relationship model with a personalised approach that goes beyond conventional consultancy, delving into the unique circumstances and goals of each client. The outcome is not merely a service provider but a trusted partner in the global journey of high-net-worth families. Intercorp Group’s commitment to delivering exceptional value is evident in its comprehensive suite of services. Tailored for Ultra-High-Net-Worth (UHNW) families, the services span global relocation, post-IPO strategic planning, international investment structuring, protection of family businesses, asset protection, corporate restructuring, real estate investment, and adapting to structural change. The global relocation service, a jewel in Intercorp Group’s offerings, symbolises the firm’s dedication. Senior and very experienced consultants with more than 15 years of experience in managing client projects, guided by Braune’s vision, navigate the challenges of international relocation, addressing language barriers, cultural nuances, and legal intricacies. The firm’s global network ensures clients receive unwavering support, regardless of their chosen destination.
Strategic Counsel for Transformative Change
As family businesses approach pivotal moments of transformation, Braune assumes the role of strategic counsel. Working with a network of trusted professionals, Intercorp Group, under Braune’s discerning eye, conducts pre-due diligence investigations. These investigations, a precursor to strategic restructuring, provide valuable insights and illuminate potential complications.
Hand-picked by Braune, well adapted to deal with the pressure and responsibility that each demand requires, the consultants at Intercorp Group excel in advising on transaction structures. Their expertise considers cross-border tax liabilities and implications on the family’s overall wealth. Braune’s approach ensures families not only capitalise on investments but navigate post-transaction complexities with finesse.
Mastering the Pragmatic Art of Wealth Management
Post-restructuring, the canvas of family wealth undergoes a metamorphosis under Braune’s guidance. The firm’s role extends to advising on optimal asset handling and protection. Intercorp Group, with its global network, crafts vehicles such as international trusts and offshore entities, ensuring a seamless transfer to future generations. Braune’s vision positions Intercorp Group as the architect of financial legacies. In this pragmatic approach, the emphasis is not on flamboyance but on efficient wealth management.
Strategic Approaches to Mitigate Risks
Navigating the labyrinth of international investments is a primary concern for high-net-worth families. Intercorp Group, under Braune’s leadership, introduces a tax efficiency program. This program, a result of the team’s comprehensive knowledge of jurisdictional rules, aims to optimise returns while considering evolving tax legislation and investment objectives.
Avoiding explicit investment recommendations, the firm’s team advises fund managers objectively. The commitment to staying abreast of global developments underscores Intercorp Group’s dedication to providing updated advice. The firm’s global perspective and network empower them to consider and implement diverse investment vehicles, offering bespoke, tax-efficient solutions.
Accolades to Celebrate Service Excellence
Intercorp Group’s outstanding achievements garner industry-wide acclaim. The firm proudly holds accolades such as The Advisory of the Year-Brazil 2017 by Chase Publishing and Consulting Firm of the Year by Deal Makers Monthly. Notably, it has been honoured as the International Tax Firm of the Year by InterContinental Finance & Law, showcasing its expertise in navigating complex tax landscapes. Additionally, Intercorp has been lauded for International Investment Structuring Excellence by Corporate Livewire.
The firm’s recent accolades include being named the International Tax Advisory Firm of The Year 2023 by International Investor Magazine, as well as Consultancy Firm of The Year 2023 by the same publication. Additionally, they were recognized as part of the Intercorp Group, receiving the Best Entrepreneurs to Watch in 2023 award from CIO Bulletin. Their excellence was further highlighted by being awarded the International Tax Consulting Firm of the Year in England by Global Advisory Experts Annual Awards and the Most Innovative Financial Consultants 2023 by AI Global Media.
These prestigious titles underscore the firm’s commitment to excellence and innovation in international tax and wealth management while celebrating Braune’s winning guidance. They reflect a commitment to excellence, the drive to stay ahead of the curve, and the adaptability to changing regulatory frameworks.
Claiming a Market Niche
Claiming a market niche is never an easy task, especially when catering to HNIs. However, meticulous hard work, dedication, and tenacity have helped the Intercorp Group claim its rightful place as the preferred HNI consultancy in the world. The convergence of visionary leadership, an innovative business model, and a commitment to personalised service. Leonardo Braune’s strategic acumen has propelled Intercorp Group to the forefront of the industry, making it the preferred choice for high-net-worth families worldwide.
Standing as a beacon of excellence, the Intercorp Group is distinguished by its unwavering commitment to creativity, technical precision, quality, and reliability. Unlike the rush for early decisions, the firm believes in the strategic timing of choices, emphasising that optimal decisions occur at the right juncture. What sets them apart is not just a promise but a pledge to take on the mantle of their client’s best interests as if they were their own. This foundation of trust and respect is not merely a principle but a lived ethos, ensuring that Intercorp Group’s distinctive approach yields unparalleled results for each client.
Fostering Trust and Continuing the Legacy
Leading the Intercorp Group from the forefront, Leonardo Braune shines as a beacon of excellence in the complex world of international tax and wealth management. With his visionary leadership, the company has facilitated the seamless relocation of over 300 families, expertly managed 80 private investment funds, and secured 200 private family trusts, solidifying its position as an industry leader.
Yet, Braune’s leadership transcends mere achievements; it embodies a commitment to continuous growth and adaptation. With Leonardo Braune as the driving force, Intercorp Group remains steadfast in its pursuit of staying ahead of the curve. Continually expanding its expertise and seamlessly navigating changing regulatory frameworks, the company ensures that it remains the trusted partner that high-net-worth families rely on for all their international tax and wealth management needs.
Magazine
