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What the desk owes the client

Every exposure finding and recommendation the ledger holds, with the desk's own status, owner and notes on top. Risks stay on the register — they are something to watch, not something to send.

Family
Viewing as
Ledger snapshot · 2026-08-21
sphera-wealth-management-advisory
24 items
EXPOSED — Mateo Salvatierra if Beckham repealed 2027
Exposure finding
Familia Salvatierra-Rivascritical—Unassigned€1.2M
ALREADY EXPOSED — Lucas Duarte (no Beckham shield available)
Exposure finding
Família Duarte-Nogueirahigh—Unassigned€640k
Castro — Sofía's US Residency: CFC / Exit-Tax / PFIC Mitigation Plan
Recommendation
Familia Castro-Brennanhigh—Unassigned—
Larraín — Andrés + Carmen Multi-Generational Succession Plan
Recommendation
Familia Larraín-Mendozahigh—Unassigned—
Larraín — Greenfield Family Protocol v1 + Governance Stack
Recommendation
Familia Larraín-Mendozahigh—Unassigned—
Larraín — Julia's Sociedad-Conyugal Liquidation Post-Divorce
Recommendation
Familia Larraín-Mendozahigh—Unassigned—
Vargas — Protocol-vs-Articles Tension: Manufactura Norte Approval Threshold
Recommendation
Familia Vargas-Echeverríahigh—Unassigned—
Vargas — Manufactura Norte Cross-Agent Coordination Memo
Recommendation
Familia Vargas-Echeverríahigh—Unassigned—
Vargas — FO BVI Structure Spain TFI + Economic-Substance Compliance
Recommendation
Familia Vargas-Echeverríahigh—Unassigned—
Vargas — Manufactura Norte SA de CV Acquisition Structuring
Recommendation
Familia Vargas-Echeverríahigh—Unassigned—
Vargas — Rafael's Multi-Generational Succession Plan
Recommendation
Familia Vargas-Echeverríahigh—Unassigned—
Castro — Florida Real Estate FIRPTA + Brennan-Mitchell Trust Optimisation
Recommendation
Familia Castro-Brennanmedium—Unassigned—
Castro — Mateo's UY Residency and AR Forced-Heirship Coordination
Recommendation
Familia Castro-Brennanmedium—Unassigned—
Castro — PFIC Analysis on AR-Held Investment Portfolios (Sofía's Interests)
Recommendation
Familia Castro-Brennanmedium—Unassigned—
Larraín — Bodegas del Sur SpA Acquisition Structuring
Recommendation
Familia Larraín-Mendozamedium—Unassigned—
Larraín — Felipe's CH Residency: Forfait vs Ordinary Taxation
Recommendation
Familia Larraín-Mendozamedium—Unassigned—
Larraín — Logística Andina SAS Acquisition Structuring
Recommendation
Familia Larraín-Mendozamedium—Unassigned—
Vargas — Elena's Catalan Forced-Heirship and Separation-of-Property Coordination
Recommendation
Familia Vargas-Echeverríamedium—Unassigned—
Lucas Duarte — plan on standard IRPF; Beckham unavailable
Recommendation
Família Duarte-Nogueiramedium—Unassigned€640k
Monitor Beckham repeal risk and pre-position Mateo's structure
Recommendation
Familia Salvatierra-Rivasmedium—Unassigned€1.2M
NOT EXPOSED — Helena Duarte (UAE resident)
Exposure finding
Família Duarte-Nogueiralow—Unassigned€0
LOW EXPOSURE — Sofía Salvatierra (minor, no Beckham election)
Exposure finding
Familia Salvatierra-Rivaslow—Unassigned€0
Castro — TechVentures LLC Acquisition Structuring
Recommendation
Familia Castro-Brennanlow—Unassigned—
Vargas — Pablo's US Personal Real Estate + Future Disposition Planning
Recommendation
Familia Vargas-Echeverríalow—Unassigned—