Wealth Planning (CSWP)

Wealth planning is a fundamental strategy to ensure the protection and efficiency of asset management for families and individuals. Here’s a summary of the main services offered by the team:

1. Asset Restructuring: Focus on governance and efficiency in corporate, tax, and succession aspects to optimize family wealth.

2. Wealth Organizations: Creation and reorganization of structures that facilitate succession, including:

• Prenuptial agreements and changes to property regimes.
• Development of family protocols to regulate coexistence and asset management.
• Establishment of family assets, planning for donations, and wills with protective clauses.
• Management of inventories and distributions, both judicial and extrajudicial;
• Advisory services regarding the need of formation of holdings and other companies or investment vehicles, both in Brazil and abroad, facilitating a more effective structure for managing family assets.

3. Tax Consulting and Advisory: Guidance on tax issues related to succession and asset movements, addressing:

• Taxes such as Income Tax (IR), Inheritance and Donation Tax (ITCD), and Transfer Tax on Real Estate (ITBI).
• Consultancy on accessory tax obligations and immigration planning.
• Representation in administrative and judicial tax proceedings.

These services are not only to protect wealth but also to facilitate the succession process, ensuring that the transition of assets occur in an organized and efficient manner, expecting the owner’s wishes and the rights of the heirs. If you need more information or clarifications on a specific point, please contact us.