EXPERTISE

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Private Client / Wealth and Estate Planning

The very nature of wealth management and high income alone requires a specific dedicated structure. It could not be different with your legal affairs. It is essential to have a specialized, high-level technical and multidisciplinary team to lead the work - a team that is your strategic partner, which knows and follows the dynamism of your demands, and can help you implement tax, succession, and corporate governance efficiency measures.

We are highly specialized in Private Client/Wealth and Family Offices, and our work in this area mainly includes:

  • Wealth and estate planning, from conception to implementation of the
    most efficient structure
  • Investment structuring in Brazil and abroad
  • Corporate restructuring seeking tax, estate, and corporate governance
    efficiency
  • Transfer of tax domicile and related legal issues
  • Compliance with tax and regulatory obligations in Brazil and abroad;
  • Drafting of estate planning instruments, such as wills, gifting agreements
    with protective clauses, probate deeds, and others
  • Advisory services to guarantee local and international asset distribution

expert team:

Tatiana Galvão Villani
Felipe Pinheiro Auge
Giovanna Mautoni

Other areas of expertise