Wealth Planning

We offer comprehensive solutions in wealth and succession planning, considering family, corporate, tax, and real estate aspects.

We work with discretion and a tailored approach, supporting families, family offices, private clients, and individuals relocating (expatriates and impatriates).
A well-structured reorganization ensures the preservation of assets and family values and principles. Throughout the process, we strive to maintain family stability and well-being, avoid continuity crises in management, and provide elements for tax, corporate, and family decision-making.
Our team of wealth planning lawyers combines technical expertise and sensitivity to handle complex matters, including national and international wealth planning, drafting succession instruments, and defining appropriate legal structures for each scenario.

Practice

Legal services we offer to our clients.

Wealth Diagnosis

Assessment of the need for reorganization.
Strategic Family Meetings

Definition of objectives and premises for reorganization.
Tailored Legal Structuring

Legal, tax, and corporate analysis for each client.
International Planning

Structuring alternatives in other jurisdictions, such as trusts and holdings, with international coordination.
Family Agreements and Wills

Drafting succession and asset protection instruments.
Pre-Exit Tax Advisory

Planning for expatriates and impatriates.
Tax and Succession Consulting

Analysis of tax and succession impacts in Brazil and abroad.