Areas of Practice

Some examples of our work

• Personalized assessment: detailed analysis of the family’s needs and objectives to develop a personalized plan for the protection of assets and succession.
• Preparation of essential documents, including wills, shareholder agreements, donation contracts, the establishment of investment funds and companies, among others.
• Consultancy on inventories and distributions: complete guidance during the inventory and assets distribution, aiming at compliance with the law and the preservation of the family’s interests.
• Tax planning: strategies to minimize tax impacts related to the transfer of assets, ensuring financial efficiency and compliance with the law.
• Corporate reorganizations: advice on the restructuring of companies and assets, seeking to optimize asset management and facilitate succession plans.
• Establishment of family governance mechanisms, such as family councils and family protocols to promote harmony and business continuity between generations.
• Legal guidance for individuals who reside or own assets abroad, ensuring compliance with local laws and optimization of international asset management.