Structuring and planning services for family-owned business groups

We understand that every family is unique and requires customized projects.

That is why our estate, tax and succession planning team will actively take part in the entire process for modeling solutions by offering proposals, aiming at ensuring a level of estate protection and preservation that best suits your family, including assistance with the Brazilian law as well as with foreign legislation, if required.


Detailed evaluation of the family’s current structure and estate


Recommendation of structural models that guarantee maximum efficiency and security based on the family’s objectives.


Counseling for immigration and emigration processes, tax residence transfers and guidance from financial advisers and lawyers


Drafting of agreements, donations, last wills and testaments, governance policies and contracts with clauses that protect the family estate.


Creation of family holdings based on an analysis of the corporate structure, tax impacts and other legal implications.