Practice Areas
Asset Management and Succession Planning
Legal structuring of assets and succession planning to support secure and coordinated decision-making in Brazil and abroad.
Our Solutions
Advisory on Assets and Tax Obligations
- Legal advisory and preparation of legal opinions and memoranda on estate and succession matters.
- Assistance with tax obligations before the Brazilian Federal Revenue Service (Receita Federal do Brasil), including the Individual Income Tax Return (DIRPF), the Definitive Departure Communication and Return, and the Rural Land Tax Return (DITR).
- Assistance with obligations before the Central Bank of Brazil, including the Brazilian Capital Abroad Declaration (DCBE).
- Assistance with tax and registration regularization for Brazilian non-residents before the Brazilian Federal Revenue Service, State and Municipal Tax Authorities, the National Institute of Social Security (INSS), paying sources, and other public and private entities.
Asset, Corporate, and Succession Structuring
- Succession planning and assistance in structuring and implementing solutions in Brazil and abroad, including the establishment of holding companies, trusts, and offshore structures.
- Advisory to family groups on corporate reorganizations, including the drafting and review of shareholders’ and partners’ agreements, the purchase and sale of equity interests, and operating agreements.
- Legal and tax advisory on real estate transactions related to the organization and management of assets.
- Support in structuring assets and investments, taking into account each client’s estate planning, succession, and tax objectives.
Gifts, Legal Instruments, and Succession Proceedings
- Legal and tax advisory on gifts and transfers of assets in Brazil and abroad, including guidance on the Tax on Transfers upon Death and Donations (ITCMD).
- Drafting and review of legal instruments related to estate and succession planning, including wills, gift agreements, agreements, assignments of inheritance rights, and shareholders’ and partners’ agreements.
- Assistance in judicial and out-of-court probate and estate distribution proceedings.
Decisions involving assets and succession require an integrated perspective, careful planning, and legal solutions tailored to each family’s circumstances.
