Private Wealth Law
High Net Worth Guide 2024 : Panama
Band 1
About
Provided by Morgan & Morgan
Morgan & Morgan has within its ranks a skilled and seasoned team of attorneys, business executives and accountants with over 40 years of experience in the trust and corporate services industry. While this business was mainly transactional for decades, with clients rarely requesting anything else but the product, our perception of the client´s needs confirm that is changing. Our clients expect and require we advise them on several important topics such as asset protection, estate planning and succession plans.
We find that our clients are requesting, more and more, that we provide basic estate planning, accounting services and other corporate services. Considering this shift, we have expanded our team that deals with HNW individuals and families that require a more holistic solution. We have kept adding lawyers and personnel to this line of business in our belief that clients will be more demanding.
Having a physical presence in each of the main jurisdictions we work with gives us a huge advantage over local peers as we avoid extra costs not having to outsource and by having first knowledge of local changes in legislation that may affect our clients.
Chambers Review
Morgan & Morgan has extensive expertise and regularly advises high net worth clients on estate planning, private interest foundations and trusts.
Strengths
Provided by Chambers
"They are knowledgeable about corporate issues in your area and adjoining jurisdictions."
"They are very well versed and familiar with the issues and needs; they have sophisticated lawyers who understand international transactions and also are nimble to provide practical solutions."
"They have specialised knowledge of most recent changes in legislation and are able to provide well structured solutions. It has a complete menu of possible solutions depending on the client's budget."
"They are knowledgeable about corporate issues in your area and adjoining jurisdictions."
"They are very well versed and familiar with the issues and needs; they have sophisticated lawyers who understand international transactions and also are nimble to provide practical solutions."
"They have specialised knowledge of most recent changes in legislation and are able to provide well structured solutions. It has a complete menu of possible solutions depending on the client's budget."
Notable Practitioners
Roberto Lewis is an established practitioner with extensive expertise in private foundation matters as well as offshore private wealth.
"Roberto meets all our needs and is a pleasure to work with since he is very pleasant and calm, and also very responsive."
Raúl Castro is a highly regarded lawyer for private wealth matters and has a specialism in estate planning, trusts and cross-border structures.
"He is a very good lawyer- a practical, knowledgeable lawyer who has very good links with Panamanian private and public offices."
"Raúl is a partner with deep knowledge of the tax regimes of various countries."
"He has great knowledge of international matters and is always in a great position to deal with international reorganisations."
Laura Barrios is a newly promoted partner at Morgan & Morgan who assists high net worth clients on tax matters. Barrios is well regarded by market sources for her client service and legal expertise.
"Laura is great to work with, and very efficient in coordinating with multiple foreign offices. She provides a range of advice on complex structures."
"She is extremely efficient, on top of everything, helping us with not just legal but also practical matters of executing contracts. I like her deep legal knowledge in tax matters."
"I love working with her as she has strong conservative positions on the one hand, but is also able to provide very practical positions. She is always there for us."
"Laura is a partner with great knowledge and is very open to building creative solutions for cross-border operations."
Luis Manzanares has expertise in private wealth matters including tax and succession planning, trusts and private interest foundations.
"Luis has a broad range of knowledge and is able to explain complex legal concepts to clients in a straightforward manner."
"He is a strong and experienced partner working on private wealth matters."
Fernando Boyd advises high net worth clients on a range of matters including estate planning, private interest foundations and asset protection.
"Fernando is a very service-oriented partner in classic company matters for private clients."
"Fernando is an outstanding attorney and advisor. He is commercially-minded, solution-oriented and draws on a vast breadth of knowledge to provide sophisticated advice."
"Fernando is a young partner, very responsive, proactive and on point with advice to our clients. He is very direct and assertive but also approachable."
Luis Miguel Hincapie has extensive expertise and acts for clients on corporate and trust matters, as well as private foundations.
"We have had an excellent experience with Mr. Hincapie. His insight and advice pertaining to changes in the laws and regulations affecting the corporate and fiduciary industry were invaluable."
"He is extremely strong in this market, a leader in his jurisdiction."
Ranked Individuals at
Morgan & Morgan
Panama
Members
Provided by Morgan & Morgan
Industries
Provided by Morgan & Morgan
Business & Professional Services
Financial Services
High Net Worth