WEALTH AND SUCCESSION PLANNING

The team advises on estate and succession planning for Brazilians and foreigners to organize, enhance, and protect their assets, both in Brazil and abroad. The firm has vast experience in leading projects with a focus on planning strategies to minimize economic risks, aiming to identify the best available structures and to implement the plan to achieve asset protection, wealth preservation and organization, as well as tax and succession efficiency. It also advises individuals and family businesses, including the support for family offices since their inception, through family governance documents such as family contracts, wills, trusts, as well as shareholder agreements and other corporate organization documents. The team has multidisciplinary expertise in areas such as Succession, Family, Tax, Corporate, Real Estate, and Intellectual Property Law.

 

Recent cases

■  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.