Solutions that enable growth and the protection of your assets
with efficiency, security, and peace of mind, supported by specialists in family-owned businesses across preventive, advisory, and strategic litigation practices, both in Brazil and abroad.
Expertise
Estate Planning & Wealth Management
- Assessment of the client’s personal and corporate assets in Brazil and abroad
- Structuring and (re)organization of assets with maximization of tax efficiency
- Asset transfers: gifts, wills, holding companies, family holding structures, and international structures
- Probate and estate administration (judicial and extrajudicial)
- Marriage (prenuptial agreements) and modification of marital property regimes
- Divorce
- Drafting of cohabitation agreements and their dissolution
- Dating agreements
- Asset protection
Contracts
- Real estate transactions (urban and rural)
- Assignment and transfer of assets
- Technology licensing and representation agreements
- Non-disclosure, confidentiality, and non-compete agreements
- Joint venture
Corporate M&A
- Mergers, spin-offs, incorporations, and corporate reorganizations
- Due diligence
- Structuring of transactions for the acquisition and sale of companies and/or assets
- Formation and restructuring of holding companies
- Drafting of shareholders’ agreements (or quotaholders’ agreements)
- Preparation of corporate documents (partners’ meetings/shareholders’ meetings)
Strategic Litigation
- Strategies for judicial dissolution of companies
- Determination of the value of partners’/shareholders’ or heirs’ equity interests upon exit from the company
Mediation
- Legal support for resolving disputes between partners/shareholders
- Solutions for family wealth disputes
International Banking & Structuring
- International structuring of family assets
- Formation of foreign companies and estate planning vehicles (wills, Private Foundations, and Trusts)
- Brazilian tax advisory for assets held abroad
- Guidance on personal income tax reporting (DIRPF) and Central Bank filings (DCBE)
Tax
- Tax planning studies aimed at minimizing the tax burden for companies and individuals
- Judicial and administrative tax proceedings at the federal, state, and municipal levels
- Preparation of legal opinions
Why structure your assets and plan your company’s succession?
90%
of partners believe that the next generations are not yet prepared to participate in the management of their companies.
2/3
of business families rely on an external specialist to guide them in succession planning.
50%
of family businesses avoid conflicts that harm the company through clear business rules.
40%
of family businesses avoid conflicts that harm the company, through clear business rules.
1/3
of family businesses have mechanisms in place to separate family assets from company assets.
70%
of family businesses do not have succession planning in place for their leadership.