3rd May 2023

North America

Intercorp Group: serving high-net-worth entrepreneurs

Intercorp Group is an international consulting firm that serves high-net-worth entrepreneurs and their families.


Its consultants pride themselves on finding professional solutions to often very personal issues including migration and succession planning, right through to finding the right property and a good school.


Intercorp Group offers clients a view of the bigger picture and how it can benefit them in almost every endeavour.


Helping the world’s most successful entrepreneurs navigate the high-net-worth universe.

Over the past several years, Intercorp has evolved from being a traditional tax consultancy to a multi-disciplinary strategic consulting firm. In a world of rapid change, clients need a partner which is able to adapt to the shifting conditions of multiple jurisdictions, while remaining a consistent and reliable source of independent advice. Our heritage in tax consulting has provided us with the expertise to become the bridge between the process-driven corporate consultancy world and the real human needs of the client. We adopt the needs and objectives of our clients and manage the potential risks to which they may be exposed.


Many years, I had a simple idea. As a Brazilian national, growing up in a country with a booming economy, I witnessed first-hand the expansion of Brazil’s high- and ultra-high net-worth population.


Brazil has a very complex tax system and, when the economy began to falter in the late 2000s, it caused further confusion and uncertainty. As a professional with almost 30 years’ tax compliance experience, dealing with the complex – and increasingly international – needs of my clients, I identified a need to provide clarity and stability at a time of disorder.

Using my knowledge of international tax regulations, and the unique needs of ultra-high net worth individuals, I developed a business that provides global solutions for individuals and their international business interests. We listen to our clients’ needs, investing time to truly analyse and understand their requirements; anticipating future trends to advise on international and cross-border issues.


We help our clients to make decisions. Regardless of the challenges, we use our depth of experience and our global network of partners to advise on the best course of action. Over the years I have nurtured relationships, developing a level of confidence and trust that helps my clients reach an efficient and successful resolution. From tax advice to relocation support, we make sure everything runs smoothly.


Everyone has their comfort zone of professional capacity. An emergency hospital might – on the surface – seem like a hectic place, but it’s the natural environment for an ER doctor. At Intercorp Group, we thrive on the chaotic environment of the international tax world. It’s in our DNA.

For more than 15 years we have been committed to building the trust and relationships required to deliver first-class consultancy. Our unrivalled experience and knowledge, coupled with our diverse network of business connections, has equipped Intercorp Group with the capacity to meet any challenge, no matter what obstacle stands in the way of success.


A wide lens approach to strategy consulting


Our mission is to help the world’s most successful entrepreneurs navigate the high-net- worth universe in which they now find themselves. We offer a wide lens approach to strategy consulting. We invest time and energy in understanding the client’s unique requirements and evaluating their complex, multidisciplinary and global needs. Then, putting this in context with latest intelligence on the global financial and legal environment, we recommend the most efficient approach to fulfil those needs.


Amid lawyers, tax consultants, family relocation specialists and asset managers, Intercorp Group streamlines these individual strands—giving the client both a single point of contact and access to the world’s best minds across all specialisms. In a world of rapid change, clients need a partner which is able to adapt to the shifting conditions of multiple jurisdictions; while remaining a consistent and reliable source of valuable, transparent and truly independent advice.


Clients rarely engage us for single-issue solutions or off-the-shelf products. More often, they come to us with a much broader, general demand—the bigger picture. We work most effectively in long-term partnerships where clients grant us a high level of autonomy to make decisions on their behalf.


Bridging the gap


Our consultants act as a bridge between the process-driven corporate consultancy world and the real human needs of individual clients. We become the client on behalf of the client; identifying the right questions rather than professing to have all the answers. We search for the best specialists available and then coordinate the most efficient way to execute it. Intercorp Group assumes responsibility for playing the role of its client: adopting its needs, objectives and managing the potential risks to which the client may be exposed.


Often, consultancies will provide answers to questions according to their specialism—be it tax efficiency, succession planning or fiduciary structures. Intercorp Group by contrast will understand the reason why that advice is being sought and ensure the right questions are being posed to yield the best outcome.


Our experience across many different sectors allows us to mine intelligence from a range of disciplines and filter it into our counsel. Because our network spans across multiple jurisdictions, we have a sharp – truly global – grasp of the current and forecast economic cli- mate. Our capacity to advise based on current and predicted economic trends has become a benchmark for the consulting world.


The bigger picture


Intercorp Group was originally founded as a tax consultancy. While our scope of services is now much broader, this heritage compelled us to develop a deep understanding of our clients—everything from investment structures to interpersonal relationships. No strategic advice is given without a complete and thorough immersion. We see the whole picture and can act faster than most, appreciating the consequences of each decision on all aspects of the client’s business.


Based on that intelligence – of both the client and the landscape – we can provide efficient advice based not on what the law says today, but on what we believe the law is going to say, how governments will behave and how trends will develop over time.

Our understanding of the client allows us to speak their language, all the while helping to elevate their frame of reference to appreciate a global perspective. We also know how to speak the language of the professional services industries: our clients can talk openly about their desired outcomes unencumbered by legal jargon.


We have access to a network of specialists, carefully built through reputation and personal experience. This network includes several hundred strategic partners, all quality assured, checked and vetted. This network model is rare and effective—it helps bypass corporate competition, ensuring access to the best expert in any given field.


Ultimately, Intercorp Group is built on the idea that consultancies should remain loyal and responsible to their clients. In an unpredictable financial world, such a service is becoming more and more vital.