ABOUT THE FIRM

Independent Strategic Counsel

Intercorp Group operates as an independent advisory interface for internationally connected families and founders navigating structural complexity across jurisdictions. We do not transact, execute, or promote solutions. We coordinate expertise, preserve alignment, and maintain long-term structural clarity.

WHAT WE ARE

An Independent Coordinating Interface

Intercorp is not a law firm, a fund manager, or a service provider. It is an independent strategic advisory firm — one that sits between families and their global professional networks, ensuring that advice is coherent, decisions are informed, and structures remain defensible over time.

Where highly qualified professionals are already involved, the challenge is rarely the absence of expertise. It is the absence of strategic alignment. Intercorp provides that alignment — acting as the single point of clarity in an otherwise fragmented advisory landscape.

WHAT WE ARE NOT

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We do not transact or execute.

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We do not promote financial products or solutions.

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We do not replace existing legal, tax, or fiduciary advisers.

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We do not accept execution-driven or one-off mandates.

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We are not affiliated with any financial institution or product provider.

Our independence is structural, not circumstantial. It is the foundation on which every engagement is built.

FOUNDATION

From Institutional Advisory to Independent Stewardship.

Intercorp’s foundations trace back to international advisory work within global professional environments — disciplines developed within institutional frameworks that demanded analytical precision, cross-border fluency, and a deep understanding of how tax systems interact, and often collide, across jurisdictions.

The firm was established with a clear purpose: to provide independent strategic counsel — free from product incentives, execution bias, and jurisdictional limitation. That purpose remains consistent. The role is to coordinate complexity without becoming part of it.

INSTITUTIONAL FOUNDATIONS

Senior international advisory work within Arthur Andersen — where cross-border structuring, fiduciary disciplines, and multi-jurisdictional tax strategy were developed within one of the world’s most demanding professional environments.

DEFINING INSIGHT

Behind every technical question lies a family navigating uncertainty. The discipline of institutional advisory work, combined with that awareness, became the foundation of Intercorp’s philosophy.

INTERCORP ESTABLISHED

The firm was founded to remove the burden that falls on families when they are left as the sole integrators of their own global structures — coordinating advisers, jurisdictions, and decisions without a single, coherent strategic reference point.

GLOBAL PLATFORM — TODAY

Operations spanning Latin America, the United States, the United Kingdom, Europe, and the Gulf — overseeing structures and investment vehicles representing more than $10 billion in multigenerational family assets.

METHOD

Sequencing Over
Accumulation

Effective advisory coordination begins long before structural design is discussed. Time is invested in understanding the full picture — before any recommendation is formed or any action is considered.

Strategic alignment precedes recommendation. In many cases, this phase extends for months — sometimes longer — before formal engagement is established.

Principle 01

Context Before Structure

Understanding the origins of wealth, the evolution of ownership, and the intent behind governance before proposing any structural change. History informs design.

Principle 02

Coordination Over Fragmentation

Aligning advisers across jurisdictions within a single strategic framework — reducing structural inconsistency and ensuring decisions are made with full contextual clarity.

Principle 03

Continuity Over Reaction

Preserving optionality and decision-making authority as circumstances evolve — rather than responding to pressure with changes that compromise long-term stability.

ADVISORY ROLE

One Point of Strategic Clarity

Intercorp acts as a strategic reference point across advisers and jurisdictions. Legal, tax, fiduciary, banking, and specialist expertise are aligned within a unified structural context — while decision-making authority remains entirely with the client.

The result is a coherent advisory experience: complexity absorbed and organised by Intercorp, solutions delivered by specialists, and strategic continuity maintained across the entire structure.

No transactional incentives or product affiliations

No execution or legal implementation authority

No replacement of existing specialist advisers

Confidential, need-to-know information handling at every stage

THE MODEL

LEGAL & TAX

FIDUCIARY

INTERCORP GROUP

STRATEGIC LEAD ADVISER

BANKING & FINANCE

THE FAMILY

LEADERSHIP

FOUNDER & MANAGING PARTNER

Leonardo Braune

TEP — Trust and Estate Practitioner

With over three decades of experience in international tax strategy and cross-border wealth structuring, Leonardo Braune has advised ultra-high-net-worth families across multiple jurisdictions.

His work focuses on governance alignment, structural design, and long-term succession continuity — disciplines shaped by years of senior advisory work within global professional environments, including Arthur Andersen.

He is recognised internationally for his contribution to fiduciary and cross-border advisory discourse, and has been awarded Global Wealth Structuring Pioneer of the Year in recognition of Intercorp’s integrated methodology.

30+

Years in international advisory

$10B+

In multigenerational assets coordinated

When a client comes to Intercorp, that individual is always a highly accomplished entrepreneur — someone who succeeded by achieving what many others could not. For people of that calibre to entrust us with their most consequential decisions is one of the greatest motivators of our mission.

Leadership at Intercorp remains structured, discreet, and relationship-driven. Engagements are accepted selectively — and the relationship often begins long before formal scope is agreed, through a period of mutual understanding and contextual assessment.

Intercorp’s advisory network operates through carefully selected senior professionals across relevant jurisdictions. For reasons of confidentiality, individual advisers are not publicly listed. Coordination occurs within defined advisory boundaries to ensure discretion, competence, and structural coherence.

PERSPECTIVE

Wealth is the alignment between what we own, what we value, and what we choose to leave behind.

Intercorp exists to help families and founders maintain control across time, jurisdictions, and structural transition. The firm’s role is not to add complexity — but to absorb it, organise it, and ensure it remains defensible over time.

The more complex the matter, the more it strengthens our dedication to build with precision and purpose.

THE BIGGER PICTURE

Intercorp approaches every engagement with an awareness that goes beyond technical execution. A family’s philosophy becomes part of its legal and fiscal structure — trusts that reinforce values, governance frameworks that promote unity, succession plans that reflect purpose.

As the advisory landscape evolves — shaped by global tax reform, digital transparency requirements, and shifting geopolitical realities — the need for independent, long-term strategic coordination has never been more consequential.

True wealth planning is not merely technical. It is the translation of values into structures — and of intentions into legacies.

Begin with Understanding

New relationships at Intercorp begin with a confidential, exploratory conversation — typically by referral. There is no obligation to proceed, and no urgency imposed. The process begins when the timing is right.

Engagements accepted by referral. All introductory discussions are confidential.