Member Profile

Mrs Ana Claudia Utumi TEP, Full Member i

'TEP' status denotes full membership of STEP and is the top level of STEP membership. TEPs are fully qualified practitioners with proven qualifications and experience. They can use the letters 'TEP' after their name. TEPs must adhere to STEP's Code of Professional Conduct.

Utumi Advogados
Rua Surubim, 504, Suite 62
Brooklin Novo
São Paulo
São Paulo
04751-050
Brazil

E: ana.utumi@utumilaw.com
T: +5511992782929
Website: www.utumilaw.com

Profession:
Lawyer/Solicitor/Attorney / Tax Advisor / Academic
Practice Area:
Civil-law planning (incl foundations), Compliance/regulation, Cross-border estates, Estate planning/administration, Family business, Tax
Branch/Chapter:
STEP Brazil
Committees:
Brazil Branch Committee
Special Interest Groups:
Business Families | Digital Assets | International Client

Member of the Permanent Scientific Committee of the International Fiscal Association ("IFA" - 2010/2017)

As of March 2018, Board Member of the Financial Planning Standards Board (FPSB), entity in charge for the CFP Certification

Independent Tax Adviser at Utumi Advogados, and Of Counsel at TozziniFreire Law Firm

PhD in Economic-Financial Law by the University of São Paulo Law School
LL.M in Tax Law by the Catholic University of São Paulo
MBA in Finance by the Brazilian Institute of Capital Markets (IBMEC/SP)
Graduation in Law (University of São Paulo) and Business Administration (Getulio Vargas Foundation)

Professor of different post-graduation courses in Brazil, frequently invited to speak in seminars and congresses in Brazil and abroad, author of several articles on tax matters.

Frequently recognized among the leading tax lawyers in Brazil by different publishers, such as Chambers and Partners, Legal 500, Who´s Who Legal, Expert Guide, PLC Guide Which Lawyer, etc. Referred by LatinLawyer Magazine as one of the 40 leading Brazilian Lawyers under 40 years old ("40 under 40 - Brazil´s raising stars" - August/September 2002), and one of the leading tax lawyers in Latin America ("Fiscal Responsibility - Latin America´s leading tax lawyers" - August/September 2003), and one of the "40 of the region´s women lawyers who have excelled in their chosen area of practice" (July 2006)