Wealth Planning and Investment Structuring

We provide specialized advisory services to individuals and legal entities on the creation and management of wealth structures, such as offshore holding companies, Multi-Family Offices (MFOs), investment funds, trusts, and other vehicles in Brazil and abroad. Our expertise in tax, inheritance and corporate rules, especially in multi-jurisdictions, ensures customized solutions that protect wealth and optimize tax efficiency.

Estate Planning and Taxation

For estate planning, we provide advisory on the management of inheritances and donations, with a focus on taxation, including Estate and Gift Tax (ITCMD), Urban Real Estate Tax (IPTU) and Rural Real Estate Tax (ITR). We monitor amendments to the law, such as proposals for progressive tax rates and adjustments to the ITCMD and IPTU tax basis, offering strategies that minimize tax impacts and ensure the continuity of wealth with legal certainty.