Ensuring that the legacy built over a lifetime is transferred 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 both Brazil and the United States, the risk is even greater. Conflicting inheritance laws, gift and estate taxes (ITCMD in Brazil, Estate Tax in the U.S.), and the lack of documents valid in both jurisdictions can lead to lengthy legal disputes, double taxation, and the destruction of a significant portion of capital.
A structured succession requires technical coordination across the different legal systems involved.
Well-structured succession planning protects not only the current generation, but lays the foundation for the perpetuation of family wealth across multiple generations.
We treat succession planning not as a circumstantial concern, 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 all other wealth and business decisions.
We design legal structures and 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 operate cohesively across Brazil and the United States, respecting the particularities of each jurisdiction and maximizing the overall efficiency of the plan.
Structuring of trusts (revocable or irrevocable) in appropriate jurisdictions to hold assets and define clear distribution rules for beneficiaries.
Use of holding companies as vehicles to consolidate business ownership and facilitate the transfer of interests to heirs during the owner's lifetime.
Drafting of wills that are recognized and enforceable in both Brazil and the United States, avoiding conflicts of law.
Structuring of mechanisms designed to provide liquidity for tax and succession obligations, integrated into the international wealth architecture.
The primary complexity for Brazilians with assets in the U.S., or Americans with assets in Brazil, is the interplay between the Brazilian state-level ITCMD and the substantial federal Estate Tax, which can reach up to 40% on assets.
We design structures that mitigate the risk of double taxation and strategically leverage the exemptions and credits available in both countries, preserving a significantly greater share of capital for your heirs.
This work is directed at wealth and family structures that require multi-jurisdictional succession planning.
Brazilians holding a U.S. Green Card or citizenship, subject to the U.S. succession and tax regime.
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 U.S.
Executives of multinational groups with assets, pension plans, or compensation structures distributed across multiple jurisdictions.
UHNW (Ultra High Net Worth) individuals seeking to structure wealth preservation, family governance, and the continuity of values through appropriate legal vehicles.
Preserving wealth across generations requires legally consistent succession decisions aligned with the international complexity of the estate. A qualified technical analysis allows for an evaluation of the structure best suited to your family and wealth context.