Wealth and
Succession Planning

Study, design and implementation of Wealth and Succession Plans, ensuring greater security to our clients in the conduct of their businesses, focusing also in ensuring greater financial and tax efficiency in organizing personal wealth and in the transfer of assets to designated heirs – including minimizing potential conflicts between heirs.

Estate and succession planning allows segregation of certain operational assets from our clients’ personal wealth ensuring the continuity the business worth. In addition, this work allows the fast and efficient organization of personal wealth and the transfer of assets, including real estate properties, investments, equity interest, among other assets, avoiding or at least reducing the scope of future inventory process. Estate and succession planning also aims the design/adoption of corporate governance guidelines and practices within family businesses.

The works developed will observe all corporate, civil (related to family and successions), real estate and tax aspects, according to the nature of the intended operation.


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