ESTATE AND SUCCESSION PLANNING IS ESSENTIAL FOR PRESERVING FAMILY WEALTH AND ENSURING THE WELL-BEING OF FUTURE GENERATIONS. WHEN ALIGNED WITH FAMILY VALUES AND THE PROFILE OF THE BUSINESS, IT HELPS PREVENT DISPUTES, REINFORCES FAMILY GOVERNANCE, AND FOSTERS LONG-TERM STABILITY.
With a multidisciplinary team that is sensitive and experienced in handling complex cases, we conduct a precise assessment of each family’s needs and objectives in order to deliver customized solutions with legal certainty—ensuring efficiency and sustainability in the planning process.
We handle all matters with the confidentiality and care they require. Our lawyers are equipped to navigate not only the legal complexities of estate planning, but also the emotional dimensions that often accompany these processes, contributing to the long-term stability and well-being of the family.
ESTATE AND SUCCESSION PLANNING WITH SECURITY AND A LONG-TERM VISION
As a long-standing and trusted partner, we assist our clients in making significant family and business decisions, having served large business families for many years. Our practice integrates expertise across tax, corporate, litigation, family, and succession law to develop customized models that reflect each family's unique reality and asset structure.
Backed by deep legal knowledge and extensive experience, we draft robust, enduring agreements and contracts that support sustainable wealth preservation and governance. Our services include corporate reorganizations and asset structuring, income tax planning, and legal support for donations and inheritance matters involving assets in Brazil and abroad.
We prepare a wide array of instruments essential to succession planning, including wills, donation agreements, family council constitutions, family protocols, prenuptial agreements, shareholder agreements, and the formation of investment funds and legal entities.
We also assist clients in formalizing and regularizing their relationships—whether through marriage or stable union (as recognized under Brazilian law)—and managing the resulting property arrangements, including property regimes and the legal implications of separation, divorce, or dissolution of union. Additionally, we advise on both judicial and extrajudicial probate proceedings.
PHILANTHROPIC INITIATIVES
Succession planning often encompasses philanthropic goals that express a family's values and long-term vision. We support the creation and development of institutes, associations, and foundations dedicated to promoting initiatives in culture, health, education, social assistance, environmental protection, and other areas of social impact.
Our services include legal assistance in establishing nonprofit entities, designing governance structures for the third sector, obtaining tax certifications and exemptions, and creating philanthropic endowment funds.
With solid experience in complex legal frameworks, we are well-prepared to support families and companies in making strategic, long-term decisions regarding their estates and legacies.
