WEALTH AND SUCCESSION PLANNING

The team advises on estate and succession planning of Brazilians, covering their assets in Brazil and abroad. The firm has experience both in structuring and implementing the project aiming at the conservation, organization and succession of assets. It also advises natural persons and family businesses, including support for family offices, partner and family agreements and wills. The firm has a multidisciplinary team with experience in areas such as Succession, Family, Corporate, Tax, Real Estate and Intellectual Property Law.

 

Recent representations

■  Succession planning and implementation of the governance structure of a family-owned company;
■ Advice on asset and succession planning of a business group in the chemical sector;
■ Advice on asset organization and succession planning of artists;
■ Organization of family succession and governance of a hotel group;
■ Advice on the personal organization of natural persons in view of the diversity of investments made;
■ Tax consultancy in the structuring and allocation of assets under the Special Regime of Exchange and Tax Regulation (RERCT);
■ Advising on family succession of non-resident Brazilians;
■ Consultancy for a Switzerland-based wealth management firm, acting indirectly on behalf of several clients who own estate in Brazil;
■ Estate planning of service providers – independent professionals (medical doctors, lawyers, engineers, etc.);
■ Advice on setting up offshore structures, trusts and foundations.