Pratice Areas Wealth Law
Wealth Management
We provide family and corporate wealth management services, focusing on asset protection, succession planning, and preserving family cohesion.
Managing and protecting family or corporate wealth requires more than conserving assets. It entails understanding personal objectives, mapping risks, and designing solutions that allow for the transfer of wealth to the next generations in an organized and efficient manner. Structured wealth management prevents reactive decisions and reduces uncertainties regarding the future of assets and family relationships.
Many inheritance disputes result from scattered wealth structures or the absence, during one's lifetime, of a minimal clarification of expectations regarding asset division. Instruments such as lifetime donations, succession pacts, wills, and corporate structures allow for the anticipation of decisions and reduce the likelihood of future conflict, but their utilization requires technical knowledge in inheritance, corporate, and tax law.
The firm's intervention is based on an integrated vision of wealth management, coordinating family, succession, corporate, and tax law, so that wealth is organized as a long-term project rather than just a set of isolated decisions on individual assets.
Services
We act as legal partners in family and corporate wealth management, creating structures such as companies, foundations, or other vehicles that facilitate the control and administration of assets. We support the definition of family governance rules, the separation between personal and corporate wealth, the organization of real estate and shareholding portfolios, and coordination with banks, investment managers, and other advisors.
For family groups, we help align the interests of different generations, formalizing decision-making mechanisms, the entry and exit of family members, and rules for the transfer of quotas or shares, ensuring stable and predictable wealth management over time.
We provide advisory services in inventory processes, asset divisions (partilhas), and succession disputes, including situations involving multiple properties, shareholdings, family businesses, or international elements. We identify the existence of wills, last-minute dispositions, or succession pacts, clarify the effects of accepting or renouncing inheritances, and monitor negotiations between heirs.
In a litigation context, we structure the relevant evidence and represent clients in court, seeking solutions that reconcile the application of succession law with the preservation, as much as possible, of family relationships and the economic value of the wealth, within a coherent wealth management framework.
We support the structuring of lifetime donations, prenuptial agreements, wills, and other estate planning instruments, with the aim of clarifying the wealth owner's wishes in advance. This aspect is essential for a consistent wealth management strategy, allowing for the reduction of future conflicts and simplifying inventory and asset division processes.
We explain, in a clear manner, the advantages, risks, and tax and succession consequences of each act, and we prepare the necessary deeds and dispositions so that the transfer of assets produces the desired effects, always respecting statutory shares (legítimas) and other legal limits.
We prepare and monitor public deeds and private documents. We develop integrated asset protection strategies within a wealth management rationale, framing the relationship between personal and corporate wealth and the risks associated with each activity in a lawful and transparent manner. We analyze the suitability of holdings, funds, foundations, or other structures, weighing governance, exposure to creditors, and taxation.
We monitor compliance with tax and reporting obligations associated with the created structures, ensuring that wealth management is legally robust, transparent, and aligned with the client's risk profile.
We offer a permanent monitoring service for the wealth structure, periodically reviewing its adequacy in view of legislative, tax, or regulatory changes, as well as changes in the client's personal and professional life, such as marriages, divorces, births, deaths, the entry or exit of partners, or the sale of companies. Our team stays updated on tax, succession, corporate, and real estate law, proposing adjustments when necessary so that wealth management remains compliant with the law, coherent with the reality of the assets, and aligned with the objectives of the different family generations or the various owners involved.
Our approach
Global planning
We evaluate wealth composition, the family situation, and concrete objectives to structure effective wealth management and transfer solutions.
Multidisciplinary specialization
We bring together corporate, succession, tax, and real estate lawyers to design the most efficient solution.
Continuous support
We monitor legislative and family changes, adjusting the wealth management strategy whenever necessary.
FAQs
We perform a comprehensive review of family or corporate wealth, help choose the best ownership structure (companies, foundations, other vehicles), and define rules for governance and transfer between generations. The goal is for wealth to function as a long-term project rather than a set of isolated decisions on individual assets.
When an inventory process, asset division, or succession dispute is ongoing or anticipated, especially involving multiple properties, shareholdings, or international elements. As lawyers accustomed to inheritances, we clarify the rights of each heir, evaluate wills and succession pacts, conduct negotiations, and, if necessary, represent clients in court.
By anticipating decisions: we use lifetime donations, wills, succession pacts, and corporate structures to clarify who receives what, under what terms, and with what limitations. This reduces areas of uncertainty and the likelihood of disputes among heirs.
Lifetime donations allow for the allocation of specific assets (real estate, quotas, artwork) to specific beneficiaries during the owner's lifetime, with clear rules regarding collations (colações), statutory shares (legítimas), and obligations. We structure these lifetime donations and their respective deeds, explaining the succession and tax impact before any decision.
Asset protection consists of planning and organizing the relationships between personal wealth, corporate wealth, and business risks, for example, through the structuring of responsibility centers. We analyze the suitability of holdings, funds, foundations, or other structures, always within legal limits and compliance and transparency requirements.
Wealth protection looks at the entirety of the estate and long-term goals (future generations, family stability, taxation), combining asset protection with estate planning, family governance, and the balanced distribution of income and decision-making powers.
Every solution (company, foundation, donation, succession pact) has an impact on IRS, IRC, stamp duty, IMI, IMT, and others. We integrate taxation into the design of the wealth structure so that asset protection and estate planning are also efficient from a tax perspective.
Yes. We coordinate the legal aspect with the financial one: we help negotiate management mandates, formalize guarantees, review financing contracts, and align the actions of banks, investment managers, and family offices with the rules defined for the wealth.
It is typically a continuous service. We periodically review the wealth structure in light of legislative, tax, or regulatory changes and relevant personal events (marriages, divorces, births, deaths, sale of companies), adjusting the plan whenever necessary.
Before conflicts or irreversible events arise: when wealth begins to grow in size, when family businesses are created, or when it becomes clear that there will be a significant transfer of wealth to the next generation. In this phase, it is still possible to design a coherent wealth management plan instead of trying to fix problems afterward.