Luciana Pantaroto, CFP®

Founding Partner

Luciana acts in tax law and wealth planning, offering integrated solutions which conciliate D&P clients’ interests with the Brazilian law.

She has built her career between the companies Deloitte and Ernst & Young in the tax consulting area for individuals, with focus on executives and expatriates, advising large national and multinational companies from several segments.

Luciana has also experience in law offices, mainly in the civil area, acting since 2007 for both the law and consulting areas.

Professor responsible for the Modules of Tax Planning and Succession Planning of the MBA Program in Personal Financial Planning at Galícia Educação.

Frequently she is invited for interviews, articles and lectures about tax and tax wealth planning for relevant newspapers and websites from the Brazilian press.

Education

Master’s candidate in International and Comparative Tax Law (IBDT)
Bachelor’s degree in Law (FDSBC)
Postgraduate in Tax Law (FGV-SP)
Postgraduate in Family and Successions Law (PUC-SP)

Additional Experience

Vice President of the Ethics Standards Council at Planejar – Brazilian Association of Financial Planning
Vice President of the Certification Committee at Planejar
Author of chapters “5 – Taxes on Income and Investments” and “6 – Patrimonial Succession” in the book TOP – Personal Financial Planning, edited by CVM (Securities and Exchange Commission) in partnership with Planejar in 2020.

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Certifications

OAB/SP – Lawyer
CFP® – Certified Financial Planner

Languages

Portuguese
English

  • Taxation of investments abroad 21/03/2021 - Brazilians' demand for investment diversification has increased a lot in recent years. The political and economic scenario, combined with technological advances that have facilitated access and reduced the costs of investing in other countries, have made this alternative viable for an increasing number of investors.
  • Real estate acquired by the individual or by legal entity 11/02/2019 - Is it worth transferring the properties of the individual to a legal entity?
  • What is better for couples, make one or two tax returns? 03/04/2017 - Adriana and Bruno have been married for some years under the partial community property regime. As the two have been working since single times, they are used to file separate income tax returns.
  • Bye-bye Brazil 04/04/2016 - Are you going to live a period working abroad? Are you thinking about trying life in another country?