Wealth Planning
O planejamento patrimonial e sucessório é um instrumento importantíssimo para manter a estabilidade operacional e familiar, possibilitando a continuidade da adequada gestão do patrimônio construído ao longo dos anos.
In this context, we assist families and high net worth individuals, making studies of the situation of their assets to anticipate the solution of potential business, tax, or family law issues that may arise in the future.
Good planning involves several areas of law besides tax. Thus we work together with specialists from other practices, including foreign advisors, to give the client an overall view of the planning as tax costs directly interfere in decision-making.
Sabemos que as questões familiares são geralmente delicadas e nossa vivência possibilita o atendimento altamente qualificado e cuidadoso com as particularidades de cada família e de suas empresas. Com isso, desenvolvemos soluções personalizadas e eficientes para facilitar a sucessão no futuro.
Main points of action
- Diagnosis of the patrimonial, corporate and family situation of the client, with alignment of the planning objectives and its guiding premises
- Presentation of structures that meet the goals of the family, taking into account tax, corporate, civil, and real estate aspects
- Preparation of legal opinions, involving mainly income and equity tax aspects (ITCMD and ITBI), with suggestions for tax solutions, quantification of taxes, and an indication of risks and benefits of each operation or planning
- Structuring of the corporate and contractual organization for better management of family assets, as well as review of the necessary documentation for its implementation
- Preparation and review of individual income tax returns for the Federal Revenue Service and foreign capital for the Central Bank
- Elaboração e revisão de declarações de imposto sobre transmissão causa mortis e doação em todos os Estados e Distrito Federal
- Advice on structuring investment vehicles in Brazil
- Tax advice on changes of tax residency, either when leaving the country, or when entering the country
- Analysis of the tax impacts in Brazil resulting from the maintenance of assets abroad, including the regularization of assets
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