Gessimbergue Monteiro Jr, Esq., Ll.M., Tep® Email & Phone Number

Gessimbergue Monteiro is a dual licensed attorney (Florida and Brazil) with strong client management background. Mr. Monteiro concentrates his practice in the following areas: U.S. and international taxation, U.S. and international estate planning, sophisticated trust planning, pre-immigration tax planning, wealth preservation and investment planning, business succession planning, and U.S. and international tax and reporting compliance. Mr. Monteiro advises (ultra) high-net-worth Latin American families and prominent individuals on the implementation of their (pre-immigration) tax planning in preparation for their move to the United States. Mr. Monteiro represents (ultra) high-net-worth Latin American families and their family offices on the design of cutting-edge strategies and implementation of tax-efficient structures for wealth preservation and investment management, including planning with directed trusts. Mr. Monteiro is a trusted advisor for affluent Latin American families in the process of transferring their legacy and family values to the next generations where Mr. Monteiro is focused on the implementation of their cross-border estate planning, including the creation of (foreign grantor) trusts. Mr. Monteiro assists (ultra) high-net-worth Latin American families and their financial and real estate advisors in the implementation of planning, including restructuring existing corporate structures, for the acquisition or transfer of U.S. real estate by foreign persons. Mr. Monteiro’s experience with trust drafting includes the following: Worked heavily with Florida, Nevada, Delaware, and South Dakota statutes and trusts; domestic and foreign trusts; grantor and non-grantor trusts; trusts with step-up in basis planning; directed trusts with trust protector, investment advisor, and distribution advisor provisions; and charitable planning trusts. Gessimbergue has advised clients on matters related to:• The design and implementation of multi-jurisdictional tax, estate and trust planning for Latin American high-net-worth families' legacy succession and wealth preservation. • Drafting of Directed Trusts and Trusts with Private Trust Companies’ structures for wealth planning and “drop off” trusts for pre-immigration planning.. Business succession and pre-immigration tax planning. • Planning with offshore investment funds and segregated portfolio companies for investment purposes.

Listed skills include Mergers And Acquisitions, Corporate Law, Due Diligence, Joint Ventures, and 28 others.