Wealth Management and Estate Planning


Given our extensive experience on wealth management, family and estate planning, our firm can provide the best structure to protect and organize the assets of a broad range of clients, including those with inherited wealth, owners of closely-held businesses and international clients, taking into account specific situations as well as the market as a whole.

We advise clients in all aspects of estate planning, including transfers of assets, multi-generational succession planning, complex estate-related litigation, administration of private foundations and public charities, charitable giving, among other areas.  As a full-service law firm, we adopt an inter-disciplinary approach and work closely with our tax, corporate, litigation, labor, civil law and other practice groups as well as outside investment advisors, insurance planners and accountants to ensure a coordinated and efficient approach to cover all of our clients’ needs.

What We Do

  • Analyze our clients’ real estate and/or other assets to plan the best wealth protection strategy and mitigate risks;
  • Design privately-owned investment funds structured to perform tax-efficient wealth planning;
  • Advise on structuring of holding companies and facilitate estate planning by including real estate and/or other assets as part of the capital stock of certain entities;
  • Assist in the payment of both the Real Estate Transfer Tax (ITBI) and the Inheritance and Donation Tax (ITCMD), or apply for exemption thereof, as the case may be;
  • Assist with the registration of corporate documents with property deed registrars and subsequent updating of property deeds;
  • Draft donation agreements for holding companies and reviewing potential legal restrictions and conditions for usufruct.

FAMILY ESTATE PLANNING

19 de March de 2018 | Press
J. A. Miguel Neto foi entrevistado pela Rádio Justiça e falou sobre planejamento sucessório familiar.Read More

REPATRIATION/AMNESTY – “NEW ROUND”

4 de April de 2017 | Informatives
Foi publicada a Lei 13.428/2017, que altera a Lei 13.254/2016, reabrindo por 120 dias o prazo para adesão ao Regime Especial de Regularização Cambial e Tributária (RERCT),Read More

LAWYERS ADVISE NOT TO WAIT FOR EXTENSION OF AMNESTY

16 de September de 2016 | Press
José Mauricio Carvalho Abreu, sócio do departamento tributário. Leia aqui a matéria na íntegra.Read More

TIME TO BUY? OR SELL OFF?

25 de August de 2015 | Press
Leia aqui o artigo elaborado por Bruno H. S. Guarnieri, sócio do departamento societário para a revista Dinheiro e SucessoRead More

SANCTIONS ON THE CONVERSION TO LAW OF PROVISIONAL MEASURE 627

15 de May de 2014 | Press
Confira a entrevista do Dr. José Mauricio Carvalho Abreu, sócio do departamento tributário para o ConjurRead More

AIJA 2016 - Chicago


Partner Bruno Guarnieri was at the International Association of Young Lawyers (AIJA) Chicago conference from May 18-21.

The event addressed technical developments and attendees got a chance to exchange ideas and network in-between sessions on interdisciplinary matters involving real estate purchases and succession planning.

Bruno is currently a member of AIJA’s Executive Committee