Legal, regulatory and tax architecture for investment vehicles that connect international capital to opportunities in Brazil and the United States.
A solid investment thesis alone is not enough to attract institutional capital. Qualified investors — especially in the US market — demand fund structures that are transparent, legally sound, SEC compliant and tax efficient.
When the strategy involves capital allocation in Brazil, the complexity intensifies. The fund organization must simultaneously meet the requirements of the CVM, IRS and the tax rules applicable to international operations. An inadequate architecture may compromise funding or significantly impact returns due to unanticipated tax effects.
Qualified capital that requires robust and transparent structures.
Adequate legal, regulatory and tax architecture.
Investment opportunities in Brazil and the United States.
Our work focuses on legal, regulatory and tax structuring of the fund, based on an integrated analysis of the investment thesis, the investor profile and the nature of the underlying assets.
We define the most appropriate architecture for each strategy, whether through a holding fund in Brazil connected to an international fundraising structure, or through a venture capital fund set up abroad with an operational base in Brazil. Each structural decision is guided by criteria of tax efficiency, governance clarity and regulatory compliance in the jurisdictions involved.
The result is an institutionally robust structure, legally consistent and prepared to dialogue with sophisticated investors and regulatory authorities in both countries.
Definition of the most appropriate legal, regulatory and tax architecture for the fund, considering the investment strategy, investor profile and jurisdictions involved.
Preparation and full review of the legal instruments that govern the fund and its relationship with investors, ensuring clarity, consistency and regulatory adherence.
Assessment of the tax impacts of the structure for the fund and for investors of different nationalities, including the application of international treaties and double taxation mitigation mechanisms.
Technical coordination with legally qualified professionals to ensure the correct regulatory framework and obtaining the registrations and exemptions required in applicable jurisdictions.
Structuring a fund with transnational operations requires a precise balance between CVM regulations, the rules applicable in the American regulatory environment and the tax regimes applicable to international operations.
Our work is based on an integrated understanding of these systems and the way they interact with each other. We structure funds able to correctly fit into available regulatory exceptions, maintaining regulatory compliance and tax efficiency, while avoiding undue overlapping of taxes throughout the investment chain.
Venture Capital and Private Equity Managers in the process of structuring or raising funds with a strategy linked to Brazil.
Family Offices and UHNW interested in structuring own funds or formal co-investment strategies.
Companies who intend to organize structures dedicated to the strategic allocation of capital in innovation and new businesses.
Institutional Investors that require in-depth legal and tax analysis before committing capital to international investment structures.
The legal, regulatory and tax solidity of the structure is central to the viability and credibility of any international investment fund. A well-designed architecture supports the investment thesis, protects capital and ensures predictability throughout the fund's lifecycle.
EVALUATE FUND STRUCTURE