Harper Meyer is pleased to share that Attorney Gustavo E. Negrón Mattei participated as a panelist at the Maximizing Tax Benefits and Investment Opportunities in Puerto Rico summit organized by STEP Puerto Rico that took place November 12 and November 13 in San Juan, Puerto Rico. Sponsored by Bernstein Private Wealth Management and Advantage Life Insurance, the summit brought together leading voices in international tax, wealth structuring, and cross-border planning for a thoughtful, forward-looking exchange of ideas.
Throughout the program, attendees explored Puerto Rico’s evolving role in global wealth strategy, including emerging tax incentives, the island’s growing entrepreneurial ecosystem, and the shifting dynamics of inbound and outbound investment planning. Gustavo joined the discussion during a session focused on Puerto Rico private equity structures and tax considerations for non-residents of Puerto Rico investing in Puerto Rico. His presentation centered on the different anti-deferral tax regimes applicable to such investments and various mitigation strategies to address these complex tax challenges. His contribution added a valuable perspective to a conversation that continues to shape how investors and advisors navigate complex cross-border frameworks.
The summit also included a lively networking cocktail that fostered meaningful connections among practitioners driving innovation in international tax planning. Participants left with a deeper understanding of Puerto Rico’s unique advantages and its rising profile as a strategic hub for cross-border and United States wealth planning.