Trust and Tax Planning for Puerto Rican Entrepreneur

Puerto Rican Entrepreneur

Representation of wealthy Puerto Rican entrepreneur, whose net worth is over $100 million, in trust and tax planning for U.S. investments. As a Puerto Rican born individual, client is able to take advantage of certain tax benefits under both U.S. and Puerto Rico tax laws.

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Representation of equity investor in its successful bid for the deployment of the Red Compartida wholesale broadband network, an approximately $7 billion public-private partnership with the Mexican Secretariat of Communications and Transportation.
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Advised $5 billion hedge fund on synthetic investment, through total return swap, in publicly-traded REIT to avoid withholding tax on distributions to fund’s foreign feeder.
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