José Manuel Ortiz De Juan

Mr. Ortiz is of Counsel at Cuatrecasas. He has ample experience in finance and tax practice, advising Spanish and foreign banks, savings banks, credit cooperatives, collective investment institutions, venture-capital firms, 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 an expert in the asset and tax planning of investments, and in advising the personal and private banking networks of banks, savings banks and other financial entities.

Mr. Ortiz also has ample experience in designing and implementing tax-efficient senior management remuneration schemes, and in designing and implementing tax-optimized flexible remuneration schemes for company employees.

Mr. Ortiz is a professor of the IE Law School in Madrid, where he teaches on the Master in Tax Consultancy. He also teaches on the advanced postgraduate programs specializing in private banking and options and futures at the Instituto de Estudios Bursátiles of the Universidad Complutense in Madrid, and on the taxation of financial transactions in the Master in Finance at the Colegio Universitario de Estudios Financieros (CUNEF) of the Universidad Complutense in Madrid. He also lectures on tax in the preparatory courses for the exams of the Spanish Certificates of the Spanish Branch of the European Financial Planning Association (Financial Planner, Financial Advisor, Investment Practitioner and Investment Assistant Certificates).