We conduct a careful analysis of our clients’ financial situations, advising them on potential asset restructuring options and serving as facilitators in the process of considering estate planning issues and their practical implications. We have the expertise to advise and assist our clients regarding the transfer and succession of assets and asset protection, both in Brazil and abroad, always pursuing the most legally secure and efficient structure from a tax and operational standpoint. Together with our international partners, we advise our clients on the effectiveness and management of the asset and succession structures implemented, periodically monitoring their updates and revisions to ensure they remain aligned with our clients’ wishes, are tax efficient, and legally secure considering legislative and regulatory changes. Our advisory services in planning wealth involve analyzing the implications of the structures to be implemented from the perspectives of wealth, tax, succession, family, corporate, and corporate governance.
We also draft and review individual tax declarations, aiming to mitigate risks with the Federal Revenue Service and protect assets, particularly in light of recent changes in the taxation of offshore accounts and dividends. In addition, we advise our clients on processes involving re-domiciliation and changes in tax residency, both in Brazil and abroad, with the support of specialized partners in various jurisdictions.
