Wealth and Succession Planning

Our work with individuals and families focuses on finding greater legal effciency in organizing personal wealth, with a view to ensuring continuity, investment and allocation over time according to our clients’ plans.

We help individuals and family businesses ensure the continuity of their worth over time and over generations, using contractual and corporate instruments and investment funds.

We also assist in organizing assets located in Brazil and abroad in light of the frequent changes in the law and new family realities.

Our team also provides legal support to clients in their philanthropic work and projects in the third sector. In addition to assisting individuals, we work in close partnership with many private banks, family offices, and asset managers active in Brazil, often as legal counsel.

Tax

Support in all the tax aspects of wealth  and succession plans and structures involving assets in Brazil and abroad. Guidance on the tax implications of asset reorganizations, gifts, donations, wills and estates, real estate transactions, vessels and aircraft, works of act, and declarations of assets. Representation in administrative and judicial tax proceedings.

Corporate

Support in corporate reorganizations of family groups in Brazil and abroad, including designing efficient and effective legal solutions and preparing shareholders’ and partnership agreements, share purchase agreements, and operational agreements.

Capital Markets

Support in implementation and revision of structures for investment funds, asset transfers, fund unitholder agreements, and related regulatory matters.

Successions

Guidance on all private law matters, such as wills, prenuptial agreements, testate and intestate estates, inheritance rights, gifts and donations, changes in property regimes, and representation of clients in disputes involving family property.

Real Estate

Intellectual Property

Philanthropy