Ensuring that the legacy built during a lifetime is transmitted intelligently, securely, and efficiently across generations and jurisdictions.
The absence of a robust succession plan is the greatest threat to a family's wealth. For families with assets in Brazil and the United States, the risk is even higher. Conflicting inheritance laws, gift and estate taxes (ITCMD in Brazil, Estate Tax in the US), and the lack of valid documents in both jurisdictions can lead to lengthy legal battles, double taxation, and the destruction of a significant portion of capital.
Structured succession requires technical coordination between the different legal frameworks involved.
A well-structured succession plan protects not only the current generation, but lays the foundations for the perpetuation of family wealth across multiple generations.
We treat succession planning not as a circumstantial issue, but as a structural component of capital architecture and wealth governance. Our work consists of organizing and structuring succession as a predictable, controlled, and legally consistent process, integrated with other wealth and corporate decisions.
We architect structures and legal instruments that reflect the founder's intent, promote asset protection, reduce tax inefficiencies, and ensure business continuity and family stability, preserving alignment between wealth, business, and future generations.
Succession structures that function cohesively between Brazil and the United States, respecting the particularities of each jurisdiction and maximizing the global efficiency of the plan.
Structuring of trusts (revocable or irrevocable) in appropriate jurisdictions to hold assets and define clear distribution rules for beneficiaries.
Utilization of holding companies as vehicles to consolidate business ownership and facilitate the transfer of shares to heirs during the founder's lifetime.
Drafting wills that are recognized and enforceable in both Brazil and the US, avoiding conflicts of law.
Structuring mechanisms aimed at providing liquidity for tax and succession obligations, integrated seamlessly with international wealth architecture.
The primary complexity for Brazilians with assets in the US, or Americans with assets in Brazil, is the interaction between Brazilian state ITCMD and the heavy US federal Estate Tax, which can reach up to 40% on assets.
We enable the design of structures that mitigate the risk of double taxation and strategically utilize available exemptions and credits in both countries, preserving a much larger share of capital for your heirs.
This work is directed toward wealth and family structures that demand multi-jurisdictional succession organization.
Brazilians with a Green Card or US citizenship, subject to the succession and tax regime of the United States.
Brazilians with wealth, assets, or investments in the United States, regardless of immigration status, who need to coordinate succession and tax rules between Brazil and the US.
Multinational group executives, with assets, retirement plans, or compensation structures distributed across different jurisdictions.
UHNW (Ultra High Net Worth) individuals seeking to structure wealth preservation, family governance, and the continuity of values through appropriate legal vehicles.
Wealth preservation across generations requires succession decisions that are legally consistent and aligned with the international complexity of the assets. A qualified technical analysis allows you to evaluate the most appropriate structure for your family and asset context.