Inheritance Planning and Wealth Management

Adopting a multidisciplinary perspective with a strategic approach, we offer the following services:

– Estate restructure with a focus on governance, corporate efficiency, tax and inheritance;

– Organization and reorganization of family patrimony with inheritance purposes;

– Incorporation of family companies, holding companies and operating companies in Brazil and abroad;

– Draft and assistance in editing wills, agreements, institution of family property, gift instruments, bequests, protective clauses, among others;

– Changes in property system and preparation of judicial or extra-judicial inventories;

– Consulting and tax advice for purposes of inheritance and property transfer (IR, ITCD, ITBI).