What Intercorp Group does

Intercorp Group is a privately held boutique advisory firm that designs and maintains tax-efficient, fiduciary, and estate-planning structures for high-net-worth families with cross-border holdings. Its service offering covers international tax mitigation, asset protection against political or economic instability, multi-jurisdictional intellectual property safeguarding, pre-transaction due diligence for M&A or IPO events, and succession planning across domicile and destination jurisdictions. The firm takes an explicit fiduciary stance in which consultants bear personal responsibility for advice rendered, and engagements are characterized as long-cycle work that can take upwards of a year to initiate and complete.

The firm operates through offices in Miami, London, and New York and draws on a network of allied professionals spanning corporate law, IP, data protection, banking and finance, employment, and immigration. It reports oversight of structures covering more than 1,500 legal entities, over 80 private investment funds, over 200 private family trusts, and client assets exceeding $10 billion. According to the firm's own materials, the legal posture is subject to the laws of the United Kingdom, the United States, and Brazil, with UK courts designated as the forum for any website-related communications.

Revenue is generated almost exclusively through professional services fees tied to bespoke advisory engagements and ongoing compliance coordination; no productized offering, subscription tier, or public pricing is disclosed. The firm relies on reputation, referrals, and selective networking events for client acquisition rather than a structured marketing or channel program, consistent with its small headcount of 1-10 employees and a GTM motion built on direct, relationship-based, enterprise-level advisory work.

Name

Intercorp Group

Legal name

Intercorp Group

Website

https://intercorp.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Intercorp Group is a privately owned boutique advisory firm providing cross-border tax, estate planning, and fiduciary structuring services to high-net-worth families, operating from Miami, London, and New York.

Ownership category

akta.pro rank

Product category

Tax & Fiduciary Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (52592), Other Financial Vehicles (52599)

SIC

Investment Advice (6282)

akta.pro primary industry

Family Office Trust & Fiduciary Services (FSAEAKAF)

akta.pro secondary industry

Trust & Fiduciary Advisory for HNW/UHNW (Trust Structuring & Trustee Oversight) (FSAAABAF)

Keywords

• Tax advisory services
• Estate planning
• Fiduciary structuring
• Cross-border tax planning
• Wealth management consulting

Headquarters

HQ city

Miami

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations

Revenue model

1. Consulting and Advisory Services: Intercorp Group generates revenue through professional consulting fees for tax efficiency, estate planning, fiduciary structuring, and cross-border advisory services. The firm coordinates the formation and compliance of legal entities, private investment funds, and family trusts for high-net-worth clients. Revenue is derived from advisory engagements that can take upwards of a year to initiate and complete.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Intercorp Group is a privately owned high-level consulting firm that advises high-net-worth families on tax efficiency, estate planning, and fiduciary structuring across jurisdictions. The firm coordinates the formation and ongoing compliance of legal entities, private investment funds, and family trusts, and provides counsel on cross-border asset protection, intellectual property safeguarding, M&A/IPO preparation, and international real estate investment.

Product overview

Intercorp Group is a privately owned high-level consulting firm that provides tax, estate planning, and fiduciary structure solutions to high-net-worth families. The company advises on tax efficiency of structures with client assets exceeding $10 billion and coordinates the formation and compliance for over 1,500 legal entities, over 80 private investment funds, and over 200 private family trusts. Services include cross-border tax planning, intellectual property protection across jurisdictions, wealth safeguarding, preparation for mergers/acquisitions/IPOs, family wealth management following structural changes, and international property investment advisory. The firm operates globally with offices in London, New York, and Miami, leveraging a network of professionals spanning corporate, commercial, intellectual property, data protection, tax, banking and finance, employment, and immigration expertise.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Efficiency Advisory Advisory service optimizing tax efficiency of structures for high-net-worth families across multiple jurisdictions, advising on structures with client assets exceeding $10 billion.
• Estate Planning Estate and succession planning services for high-net-worth families, addressing estate tax obligations in both domicile and destination jurisdictions and managing family wealth following structural changes.
• Fiduciary Structure Solutions Design and ongoing coordination of fiduciary structures for high-net-worth families, overseeing over 200 private family trusts and formation/compliance for over 1,500 legal entities.
• Private Investment Fund Coordination Formation and ongoing compliance coordination for over 80 private investment funds on behalf of high-net-worth families.
• Cross-Border Tax Planning Advisory on diversifying investments across borders while mitigating the associated tax obligations, drawing on comprehensive knowledge of jurisdictional rules in the UK, US, Brazil, and other financial centers.
• Intellectual Property Safeguarding Advisory on safeguarding intellectual property across jurisdictions through trademarks, patents, designs, and copyright during family business international expansion.
• M&A and IPO Counsel Counsel for high-net-worth families and family businesses preparing for sale, merger, acquisition, or IPO liquidity events, including pre-transaction due diligence.
• International Real Estate Investment Advisory Advisory on international property investment for high-net-worth families, including liability minimization ensuring risks fall on invested capital.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Global Network of Legal and Commercial ProfessionalscoreOthersIntercorp Group engages with a global network of professionals spanning corporate and commercial contracts, intellectual property, data protection, tax, banking and finance, employment and immigration to provide comprehensive advisory services across jurisdictions. This network enables the firm to offer expertise in multiple domains while coordinating complex cross-border engagements.

Scale indicators5 records

Recent moves9 records

Expansion highlights5 records

Market position

Competitive moat4 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Intercorp Group