Our work in wealth planning is centered on the efficient structuring of family and corporate assets, with the goal of preventing disputes, optimizing tax burdens, organizing succession, and ensuring security in the management of assets and liabilities. We operate with both strategic insight and sensitivity, aiming to preserve relationships, reduce risks, and provide peace of mind for future generations.
We adopt a multidisciplinary approach, integrating various practice areas within the firm to deliver tailored solutions aligned with each client’s specific context and goals. We have extensive experience in the formation and reorganization of asset-holding and operational structures, both in Brazil and abroad, with a strong focus on governance, compliance, and the tax and succession implications involved.
We maintain a physical presence in Miami and Orlando to support our clients in their internationalization processes and in maintaining legal and financial ties with Brazil. It is important to note that we do not provide advisory services on U.S. law; however, we offer strategic support to ensure that cross-border transactions are aligned with Brazilian legislation and integrated into the client’s global wealth planning strategy.
Our commitment is to deliver solid, ethical, and personalized planning that protects assets, ensures business continuity, and respects the unique characteristics of each family or enterprise.
