Our firm’s Wealth and Succession Planning Group was created to offer comprehensive, secure, and customized solutions. We act strategically and preventively to protect the assets of families, entrepreneurs, and investors, combining legal knowledge, tax optimization, best governance practices, and human sensitivity.
With a multidisciplinary team of specialized lawyers, tax consultants, conflict mediators specializing in corporate law, and corporate governance professionals, the center offers an integrated approach. Our team is able to identify risks, anticipate scenarios, and suggest the best alternatives for asset management and transfer, always aligned with each client’s objectives and needs.
Among the main activities carried out by the Center, the following stand out:
- Detailed asset diagnosis: thorough analysis of assets, liabilities, corporate structures, and tax aspects, providing a basis for safe and efficient decisions.
- Development of customized succession plans: use of instruments such as wills, direct donations, establishment of family holding companies, creation of offshore companies, asset funds, and other legal mechanisms, with the aim of perpetuating assets and maintaining harmony in family relationships.
- Corporate structuring and reorganization: with a focus on asset protection, business succession, and business continuity, always in compliance with current legislation and best governance practices.
- Specialized tax advice: identification of tax savings opportunities and assurance of compliance with federal, state, and municipal regulations, optimizing the transfer of assets and rights.
- Monitoring of judicial and extrajudicial inventories: management of asset distribution and regularization, seeking quick and effective solutions for the transfer of assets.
- Consulting on family law and succession issues: guidance on property regimes, prenuptial agreements, family agreements, and conflict mediation, always with a focus on dispute prevention.
Our commitment is to ensure legal certainty, peace of mind, and efficiency at every stage of estate and succession planning. In this way, we ensure that our clients’ interests are preserved and that succession occurs in an orderly and harmonious manner. The multidisciplinary approach of the team provides a broad and integrated view, resulting in real, viable solutions tailored to the reality of each family or company.