Shaping the trajectory of global business
With decades of international experience, guiding investors, businesses, and global families through U.S. and international tax, legal, and regulatory complexities — helping them remain compliant with evolving U.S. and cross-border requirements while building efficient, durable structures and transactions.
U.S. & International Taxation
Individuals, Expatriates & Global Investors
Advisory for U.S. tax persons living or working abroad, expatriates in the United States, non-U.S. individuals with U.S. income or investments, and high-net-worth investors with cross-border tax exposure.
Services include:
U.S. tax advisory for cross-border income reporting and compliance
Structuring and planning for inbound U.S. investments by non-U.S. persons
Tax treaty analysis and application
Coordination of global residency and tax positioning strategies
Guidance on international reporting and disclosure obligations
Companies & Cross-Border Structures
Design and implementation of investment structures that consider U.S. tax relevant issues.
Services include:
U.S. inbound and outbound tax support
FATCA and CRS classification, registration, and reporting
Structuring for mergers, reorganizations, and cross-border acquisitions
Entity classification and check-the-box elections
Coordination of global substance and residency strategies
Transfer pricing and intercompany support under U.S. IRC §482
Corporate Governance, Family Office & Wealth Structuring
Helping global businesses and families design and preserve efficient, compliant structures with strategic international coordination.
Formation and maintenance of U.S. and offshore entities, funds and investment vehicles
Preparation of board and shareholder resolutions and registers and governance framework
Establishment and administration of trusts, foundations, and SPCs - including operational demands, FATCA/CRS filing and investor reporting.
Structuring of family investment vehicles and private funds and coordination with trustees, tax advisors, and financial institutions
Ongoing compliance and statutory filings in the U.S. and across other jurisdictions
Compliance Advisory & Strategic Coordination
Helping organizations design and sustain effective compliance, governance, and risk frameworks across jurisdictions.
Design and implementation of compliance and AML/CFT programs for SEC- and state-registered investment advisers, covering Form ADV preparation, disclosures, marketing materials, and inter-affiliate service arrangements.
Evaluation of existing compliance frameworks and internal controls
Development of policies, procedures, and training materials for firmwide or targeted application (e.g., personal trading, conflicts of interest)
Oversight of regulatory filings and compliance calendars
Strategic support during investor due diligence, regulatory examinations and reviews
Julian Vasquez, Esq.
Vision and Experience
With over two decades at the intersection of law, finance, and strategy, I’ve guided global investors, asset managers, and family offices through complex cross-border transactions and regulatory landscapes. After 10 years with PwC New York advising multinational clients, I spent almost a decade as Global General Counsel of a NASDAQ-listed asset manager, leading legal and compliance functions worldwide.
I’m now building a strategic advisory platform that bridges traditional and next-generation finance — connecting global capital with emerging opportunities in alternative and digital assets.
Key Areas of Expertise
U.S. & International Taxation – Strategic advisory on U.S. inbound and outbound tax matters, cross-border structuring, and tax-efficient investment platforms for individuals, funds, and multinational groups. Experience includes treaty analysis, entity classification and check-the-box elections, transfer pricing under IRC §482, and alignment of global substance and residency strategies.
Global Fund Structuring – Structuring and formation of private investment funds across major jurisdictions, including U.S. private funds, Cayman SPCs and LPs, BVI and Bahamas vehicles, Luxembourg UCITS and RAIFs, and investment funds across Ireland and Latin America, with integrated U.S. tax and regulatory considerations.
Cross-Border Transactions – Design and execution of holding and investment structures for mergers, reorganizations, and international acquisitions, balancing tax efficiency, governance, and regulatory outcomes.
U.S. Regulatory & Compliance Advisory (RIAs & Broker-Dealers) – Advising investment advisers and broker-dealers on U.S. regulatory frameworks, including SEC and FINRA requirements, governance structures, compliance program design, policies and procedures, and ongoing regulatory risk management aligned with business strategy.
Family Office & Private Capital Advisory – Structuring international investment platforms and governance frameworks for ultra-high-net-worth individuals and family offices, addressing cross-border tax exposure, reporting, and long-term asset protection objectives.
Corporate Governance – Board-level advisory on governance frameworks, global reorganizations, and policy development aligned with fiduciary duties and evolving regulatory standards.
Alternative & Digital Assets – Advisory experience across private credit, PE/VC, real estate, stablecoins, and tokenized investment structures, integrating tax, regulatory, and operational considerations.
Credentials
Education
Harvard Business School - Sustainability Certificate
Fordham University | Master of Science Taxation
Duke University School of Law | Master of Laws
Catholic University of Chile | Postgraduate degree in Tax Planning
Catholic University of Chile | Juris Doctor equivalent
Bar Admissions
Licensed to practice law in New York
Licensed to practice law in Chile
Memberships and Recognitions
Member of the International Advisory Board of Duke Law School
Recognize by Legal 500 in the GC Powerlist NY, 2025
International Reach
Julian Vasquez maintains a network of legal and tax professionals across key jurisdictions, including Latin America—Mexico, Chile, Brazil, Panama, and Colombia; Europe—France, Spain, Luxembourg, the United Kingdom, and Switzerland; North America—Ontario and New York; and the Caribbean—Cayman Islands. This network ensures seamless coordination across borders, combining local precision with international reach.
Mauricio Sanders* - Mexico City
Vision and Experience
With nearly two decades of senior legal and corporate experience across leading Mexican law firms and multinational corporations, Mauricio focuses on helping businesses navigate complex legal challenges, execute strategic transactions, and achieve sustainable growth. Having advised on high-stakes M&A and corporate matters and served as in-house counsel in major financial and corporate institutions, he offers an integrated perspective that combines legal precision with commercial insight.
Key Areas of Expertise
Corporate & M&A Law: Expertise in governance, restructuring, and managing domestic and cross-border mergers and acquisitions.
Credit & Guarantee Operations: Specialized in structuring and documenting credit facilities—simple and revolving—and perfecting security instruments such as mortgages, share pledges, and guarantee trusts (fideicomisos de garantía, administración y fuente de pago).
Contract Drafting & Negotiation: Proven track record in drafting and negotiating complex commercial contracts that support business expansion and operational efficiency.
In-House Legal Leadership: Former Senior Legal Counsel at GE Capital (now Engen Capital) and Legal & Real Estate Director at Wildfork México, overseeing financial, corporate, and real estate legal operations.
Mauricio Sanders – Attorney admitted in Mexico. Not admitted in New York. Independent counsel not affiliated with Julian R. Vasquez.
Journey
Rubio Villegas y Asociados
Galicia Abogados
Haynes and Boone (Mexico)
Credentials
LL.M. (Master of Laws), Duke University School of Law (USA)
Specialization in Business Law, National Autonomous University of Mexico (UNAM)
Law Degree (Licenciatura en Derecho), National Autonomous University of Mexico (UNAM)
Admitted to practice law in Mexico
Let's Work Together
Let’s discuss how I can help you navigate your next transaction or expansion.
