Properly managing a family's equity, built by its history, is essential to ensure the well-being of future generations. We assist families and individuals, with a high volume of resources, organize their assets more efficiently, thus reducing costs and facilitating succession in the future.
We started out by making a diagnosis of the goals and needs of the family to develop customized solutions for its succession planning, including company restructuring and reorganization. We are used to dealing with complex cases, involving cultural issues of each family. We treat these matters with the care and confidentiality they require, using our experience in the areas of tax, corporate, litigation, and civil law to achieve a single modeling that reflects the reality of each family and the companies controlled by them.
Our work involves aspects related to corporate restructuring, drafting of shareholders' agreements and family protocols, income and inheritance taxation, organization of funds, and regularization of assets abroad.