Succession Planning
Private Client
We understand that advising individuals requires a different level of care and sensitivity compared to traditional legal counseling. Working through a multidisciplinary team covering Family and Succession Law, Tax, Corporate, and Real Estate matters, we provide a highly personalized and attentive service. Our professionals have deep experience in handling sensitive matters that require not only legal expertise, but also a human and careful approach that goes beyond technical knowledge.
Equally important to building wealth is ensuring its effective transfer to future generations. Regardless of complexity, the close integration of our teams enables efficient and timely solutions. A well-structured estate and wealth planning strategy is a key tool to ensure that not only the wealth built over a lifetime, but also the values and principles behind it, are preserved and passed on.
Our experience includes advising families with multi-million-dollar estates and controlling shareholders of some of Brazil’s largest companies. Our objective is to provide in-depth advice to private clients, delivering comprehensive solutions to succession matters after careful analysis across all relevant areas of law.
Our services include:
- Assessment of legal risks related to asset structures (including family transaction history);
- Wealth and asset protection structuring;
- Family and/or corporate governance, including succession planning and integration of the next generation into family businesses;
- Tax planning related to succession and family corporate reorganizations;
- Drafting of wills, family agreements, and other instruments to ensure effective succession planning;
- Establishment of foundations and philanthropic institutions.
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