Estate and Succession Planning
Active in Brazil and Abroad
Personal and family assets should receive due care, so as to ensure their organization, preservation and perpetuation for the benefit of current and future generations, in a structured and protected manner.
Succession Planning involves the adoption of a set of strategies aimed at organizing assets, optimizing the management and control of these assets, the maintenance (perpetuation) of the company and its assets, ownership succession with a minimal tax burden and protection in the face of third parties and even owners themselves in the event of conflict.
In order to properly structure a business succession plan, it is necessary to deal with some aspects of relevance to the organization, protection and succession of the family assets, with a focus on (i) definition of the procedure to be adopted in the event of the death of the owner, especially with regard to the transfer of the desired assets and the optimization of time and costs (particularly the tax burden); (ii) protection of assets, which will come to be the property of the legal person (company), thus allowing for the regular continuity of operations and segregating any potential issues involving family-related or personal issues connected with the assets; (iii) avoidance of disputes among successors via the parceling of the inheritance and asset control, thus facilitating the succession of rights to shares/equity stakes and not to the assets; (iv) efforts to ensure the efficiency of asset management and control, with the possibility of protecting them when faced with undesirable third parties and the predefinition of an equity stake liquidation procedure.
Our multidisciplinary team specialized in Succession and Asset Planning is composed of professionals with expertise in various areas of the law, such as business law, tax law and litigation, among other areas of interest to our clients; participating in an informed manner in the process of modeling the most effective asset protection and preservation solutions available under Brazilian and foreign law, taking into consideration the specificities of the people and families involved.
Our work is performed discreetly and in a manner that respects all the parties involved. We constantly work to reduce asset maintenance costs and offer creative and sophisticated solutions with the sensitivity needed to achieve a structure that is conducive to the efficient and personalized management of our clients’ resources and assets. Our goal is efficiency in succession, organization, protection, management, taxation and financial costs.