EXPERTISE

Legal methods that uniquely translate the values and purposes of each family, its business, and its wealth.

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 and 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