Messages & Comments

Review the latest updates and discussions about your portfolios and tax strategies.

Holding Structure Optimization

Updated 2 hours ago

New

Juan M. has commented on the restructuring of the private equity fund "Horizon". It is suggested to review the tax leverage before the quarterly closing.

JM

Juan Martínez

Senior Tax Advisor

Q3 Wealth Portfolio Analysis

Updated yesterday

Seen

The team has added 3 new comments to the report. It highlights the opportunity in European real estate assets and the need to adjust the currency hedge.

SC

Sofía Castillo

Wealth Manager

Executive Course: Advanced Tax Planning

Updated 3 days ago

Seen

Several participants have raised questions about the international trusts module. The instructor's answers are available in the thread.

PL

Pablo López

Lead Instructor

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