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    • About Us

      Innovation in all stages of building our relationship, with excellence and high professional qualification, to provide legal services to the corporate world.

      • Our History
      • Vision, mission and values
      • Positioning
      • Acknowledgement
      • Partnerships
      • Business Units
      Menu
      • Our History
      • Vision, mission and values
      • Positioning
      • Acknowledgement
      • Partnerships
      • Business Units

      São Paulo Headquarters
      Memorial Office Building

      arrow-right
  • Differentials
  • Areas of Activity
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Wealth and succession planning

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Home Wealth and succession planning

Assessment and segregation of asset risks

  • Moment to talk about family succession – Company X Assets: the ideal moment to plan succession and protect the assets
  • Risks of business activity – individuals
    • Judicial risks: system of responsibility of partners and managers: labor, consumer and tax risks and piercing of corporate veil
    • Family risks: succession and death of the company’ manager patriarch; interference of relative in-law and protection against joining the corporate structure

 

Incorporation of national and international equity holdings

  • Pure financial holding company
  • Real estate holding company (real estate management)
  • Payment of capital stock: what to transfer? (real estate, membership interest and shares, cars, financial investments)
  • Usufruct of membership interest and shares: power of control and right to profits/dividends
  • Affectio Societatis – protection against third parties joining the corporate structure

 

Structuring and incorporation of investment vehicles

  • Private investment companies
  • Exclusive investment funds

 

Structuring and incorporation of national and international succession vehicles

  • Trusts
  • Foundations
  • Wills

 

Family Succession Assessments and Structuring

  • Property regime
    • Universal Community property
    • Partial community
      • Steady Union
      • Conventional and compulsory separate property
    • Legitimate and available portion of the estate: necessary heirs
    • Formal inventory of judicial and extrajudicial distribution of estate

 

Donations and anticipated inheritance

  • Private instruments and deeds of donation
    • Donation of quotas with usufruct reservation and restrictive clauses
      • Inalienability clause
      • Non-commingling clause
      • Restraint of mortgage clause
      • Reversion clause

 

Structuring and implementation of exclusive pension funds/private pension plans – VGBL/PGBL

Life insurance

Consulting in the structuring of banking relationships and opening of national and international accounts

Tax assessments – reduction of the tax burden

  • Levy or non-levy of ITBI (Tax on Transmission of Real Estate)
  • Option for the taxation system – Taxable Income X Presumptive Profit
  • Reduction of capital gain on disposal of real estate and rental income
    • Comparison Individual taxation X Family holding company
  • Distribution of profits to shareholders
  • Reduction of taxation on inheritance – ITCMD: Donation of shares with usufruct reservation – Calculation basis and moment of levy – Bill to increase taxation on inheritance

 Structuring of corporate and family governance plans

Professionals

Rodrigo Alonso Martins
Head of International Taxation and Wealth Planning

Areas of Activity

Áreas de atuação

  • Civil
  • Commercial
  • Consumer
  • Corporate
  • Environmental
  • International
  • Labor
  • TAX
  • Wealth and succession planning
  • See ALL

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Áreas de atuação

  • Civil
  • Commercial
  • Consumer
  • Corporate
  • Environmental
  • International
  • Labor
  • TAX
  • Wealth and succession planning
  • View All

Contact

  • R. Júlio Gonzalez, 132 – 28º andar, Barra Funda, São Paulo-SP
    Edifício Memorial Office
  • (11) 3066-4800
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