PRACTICE AREAS
Strategic Wealth Planning, Asset and Family Holding Companies
Asset organisation, holding company structures and governance to support long-term family interests.
Every estate brings together a history, responsibilities and objectives that must be considered as a whole. We advise individuals, families and businesses on the legal organisation of their assets and shareholdings, assessing whether an asset or family holding company or other arrangements are appropriate. Our work brings together corporate, succession and tax considerations under Brazilian law, with attention to family circumstances and continuity of management.
HOW WE CAN HELP
Every detail matters.
- Legal assessment of assets, shareholdings, liabilities and wealth-planning objectives.
- Feasibility analysis, incorporation and reorganisation of asset and family holding companies.
- Drafting and review of constitutional documents, shareholder agreements and family governance and management rules.
- Structuring asset transfers and succession planning, assessing legal and tax implications in coordination with accounting advisers.
A STRATEGY FOR YOUR CASE
We map the estate and family structure to compare options and explain costs, responsibilities and implications. The arrangements reflect the objectives of those involved: a holding company requires an individual assessment. We assist with formalising the documents and organising management and succession rules.
A starting point
During the consultation, we identify the relevant documents and how best to structure the review.
- An inventory of assets, rights, debts and shareholdings, with available supporting documents.
- Constitutional documents, shareholder agreements and relevant accounting and tax information.
- Family records and existing wealth-planning or succession instruments.
OPERATIONS OFFICE
Contagem / MG
Rua Mato Grosso, 494, 1st floor
Petrolândia · Contagem / MG · Brazil
Postal code 32.073-760
CORPORATE OFFICE
Belo Horizonte / MG
Rua Sergipe, 1.440, 11th floor
Savassi · Belo Horizonte / MG · Brazil
Postal code 30130-174
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