Business Law

Private Clients & Wealth Management

Wealth and succession planning for families and entrepreneurs: holding companies, succession, protection of heirs and assets abroad.

Practice fronts

  • 01Succession planning
  • 02Wealth management and protection
  • 03International wealth

24 services on this page

How we work

Private Clients & Wealth Management with a business mindset

Wealth built over a lifetime needs structure to pass through generations. Our Private Clients & Wealth Management practice organizes assets, holdings and investments to reduce succession costs, prevent disputes and protect the family.

We structure family and asset holding companies, gifts of quotas with retained usufruct, wills, prenuptial agreements and protective clauses, always based on tax simulations comparing scenarios with and without planning.

With progressive inheritance tax, the taxation of dividends since 2026 and new rules for investments abroad, wealth decisions have become more technical. We support the family on an ongoing basis and review the structures whenever something relevant changes.

Family Business LawLegal counsel for family businesses and business families.

What we do

Private Clients & Wealth Management services

24 services led by partners, with defined scope, timeline and fees.

Succession planning

  • Succession planning
  • Family and asset holding companies
  • Gifts of quotas with retained usufruct
  • Wills
  • Non-communicability, unseizability and inalienability clauses
  • Prenuptial agreements and marital property regimes
  • Inheritance and gift tax (ITCMD) planning
  • Probate in court and before notaries

Wealth management and protection

  • Real estate holding structures
  • Taxation of rental income and capital gains
  • Lawful asset protection
  • Family governance and family protocols
  • Family office
  • Private pension plans and insurance in succession
  • Exclusive and closed-end funds
  • Reorganization of shareholdings

International wealth

  • Investments abroad (Law 14,754/2023)
  • Offshore companies and trusts
  • Reporting of Brazilian capital abroad
  • Tax exit from Brazil
  • Tax residence and treaties
  • Succession of assets abroad
  • Repatriation of funds
  • Families with members in several countries

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Frequently asked questions

Questions about Private Clients & Wealth Management

Is a family holding company worth it?

Usually yes when there are significant assets, especially real estate or business stakes, and the goal is to organize succession and management. For smaller estates, maintenance costs may outweigh the savings.

Does a lifetime gift avoid probate?

It avoids probate on the donated assets. With retained usufruct, the donor keeps the income and control for life.

How are investments abroad taxed?

Since 2024, income from financial investments and profits of controlled entities abroad follow Law 14,754/2023, at a 15% rate with specific rules for offshore companies.

Let’s talk about your business.

Start with an assessment of your company’s legal structure.