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.
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.