Wealth Planning, Family and Succession

Our Wealth Planning | Family and Succession practice is recognized for its strategic and innovative approach in protecting and perpetuating family wealth.

We offer customized solutions for asset structuring, wealth planning, and litigation prevention, in interaction with corporate, tax, real estate, and investment funds areas, ensuring security and efficiency for our clients. Furthermore, we provide advisory and litigation support in Family and Succession Law, including the resolution of complex disputes.

Our commitment is to provide peace of mind and effective legal solutions tailored to the specific needs of each family:

  • Asset Planning: Structuring and allocating onshore and offshore assets in holdings, investment funds, and real estate management companies, focusing on governance and tax efficiency.
  • Succession Planning: Defining succession strategies in Brazil and abroad and implementing various structures, such as drafting wills, codicils, donations, trusts, family or corporate agreements, and living wills, always seeking tax efficiency.
  • Family and Succession Advisory: Advising on the drafting of prenuptial agreements, dating relationship contract, declarations of stable union, and changing marital property regimes.
  • Family and Succession Litigation: Handling probate, divorces, asset distribution, alimony, custody, and visitation processes, whether consensual or contentious.

Our expertise

  • Sophisticated practice in wealth and succession planning involving various sectors of the economy, from the definition of the structures to the full implementation.
  • Performance in high-complexity litigation, including significant succession and family disputes.
  • Specialized service with innovative multidisciplinary solutions.
“They can identify the client's principles and values, making their services more tailor-made and effective"
Chambers and Partners

Lawyers specializing in Wealth Planning, Family and Succession

Partner in Wealth Planning, Family and Succession.
São Paulo - SP
Partner in Dispute Resolution.
Salvador - BA / São Paulo - SP
Tax Partner.
São Paulo - SP

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Press & Media inquiries
Marilia
(+55) 11 99617 2133
Anderson
(+55) 51 99539 1212