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Ana Utumi

Partner at Utumi Advogados

Ana Cláudia Akie Utumi is a highly accomplished professional in the fields of tax law and financial planning. She is the founding partner of Utumi Advogados in Brazil, with over 30 years of experience in tax consulting and litigation.14 As of February 2025, she is serving as the 2023-25 FPSB Board Chairperson for the Financial Planning Standards Board Ltd.13

Utumi holds several prestigious qualifications, including a PhD in Tax Law, Certified Financial Planner (CFP) certification, and Trust and Estate Practitioner (TEP) designation.4 She is also a Professor of Tax Law at the University IBDT in São Paulo and a guest lecturer at the University of Zurich.1

In addition to her role at FPSB, Utumi has held various leadership positions:

  1. Chair of the WIN Global Committee for the Women of IFA Network since October 20234
  2. Chairperson of the Brazilian Branch of the Society of Trust and Estate Practitioners (STEP)14
  3. Board Member of the Fundação Visconde de Porto Seguro4
  4. Member of the Practice Council of the NYU International Tax Program4

Utumi has been recognized for her expertise in tax law and financial planning. She was awarded the Latin Lawyer's Q&A Specialist Law Firm Leader Award in 2024.2 Her term on the FPSB Board of Directors is set to end on March 31, 2025.13

Highlights

Financial Planning Standards Board names board chair, expands ...
Financial Planning Standards Board names board chair, expands ...
Feb 15 · chambers.com
Ana Cláudia Utumi, Brazil | Chambers Profiles
Ana Cláudia Utumi, Brazil | Chambers Profiles
Sep 23 · fpsb.org
FPSB Board of Directors
FPSB Board of Directors

Related Questions

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Ana Utumi
Ana Utumi, photo 1
Ana Utumi, photo 2
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Location

São Paulo, São Paulo, Brazil