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- Ortiz de Juan José Manuel
Biography
Counsel at CUATRECASAS. Member of the Cuatrecasas Knowledge and Innovation Group and expert in finance and tax law.
High specialization in advising national and international banks, savings banks, credit cooperatives, collective investment institutions, venture capital companies, insurance companies and investment service companies on taxation on an ongoing basis, advising them on institutional taxation and on the taxation of their products and transactions.
He is also an expert in the asset and tax planning of investments, and in advising the personal and private banking networks of credit institutions and other financial institutions. His expertise includes designing and implementing tax-efficient senior management remuneration schemes and flexible compensation plans for company employees.
Education
Master’s Degree in Tax Consultancy for Businesses. IE Law School, Madrid (1996)
Bachelor of Laws. Universidad Complutense, Madrid (1992)
Research Interests
Financial taxation; insurance; collective investment; venture capital; private equity; taxation of cross-border investments; tax and wealth planning
Professional Career
Counsel at CUATRECASAS, 1997 – current
Chair of the Accreditation and Certification Committee of the European Financial Planning Association —EFPA Spain, 2018 - current
Associate Professor IE Law School, 2001-current
Associate Professor Instituto de Estudios Bursátiles, 2002-2021