Firms To Watch: Wealth and succession planning

High-net-worth individuals and family businesses regularly seek advice on cross-border asset restructurings, family governance, M&A and investment matters from Candido Martins Advogados. Alamy Candido de Paula Filho and Raphael Pereira Arantes Pires jointly head up the practice.
Boutique law firm Galvão Villani, Navarro, Zangiácomo e Bardella Advogados is regularly called upon by domestic and offshore high-net-worth individuals and families seeking wealth management expertise. The team is led by practice head Tatiana Villani.

Wealth and succession planning in Brazil

FreitasLeite Advogados

FreitasLeite Advogados is praised for its ‘extensive experience in setting up vehicles abroad' and 'organising local and international succession, tax, immigration and estate planning’. A key reference in the market, co-founder Raul De Paula Leite Filho regularly attracts instructions from high-net-worth individuals and families. Filho jointly 'leads a highly efficient team of lawyers' alongside Humberto de Lima Isaac, who excels in the international structuring of investment vehicles of family offices. At associate level, Thiago Hatab is highlighted for his family law and succession expertise.

Responsables de la pratique:

Raul de Paula Leite Filho; Humberto de Lima Isaac


 


Autres avocats clés:

Thiago Hatab


Les références

‘The firm is a reference in estate planning in Brazil and has extensive experience in setting up vehicles abroad, organizing local and international succession, tax planning, immigration and estate planning, among others.’

‘Raul De Paula Leite Filho has vast knowledge of the areas that are normally part of estate planning (corporate, tax, real estate, family and succession, among others) and has assembled and leads a highly efficient team of lawyers.

‘All are very qualified with complete and specialised service.’

Principaux clients

BTG


Carpa Patrimonial


Perfin


Pragma


Turim


Wright Capital Wealth Management


Sten Capital


Brainvest


Principaux dossiers


Humberto Sanches e Associados

Established in 2020, boutique private client firm Humberto Sanches e Associados has fast become a key destination Brazil for legal advice on wealth and succession planning. Highly sought after for its ‘extremely high knowledge in the area of ​​asset management‘, the team manages a varied workload where inheritance matters feature alongside mandates concerning onshore and offshore investment structuring, patrimonial recovery and corporate governance. Leadership is shared between four seasoned practitioners: founding partner Humberto Sanches, who is highly regarded in the space and excels in matters involving corporate, tax, aviation and family law; ‘exemplary partnerAdriane Pacheco, a specialist in the organisation of assets and succession issues; Beatriz Martinez, who focuses on multijurisdictional estate and succession planning; and Juliana Cavalcanti, a key contact for the structuring of onshore and offshore investment vehicles. Associate Izabel Nazarian stands out for her involvement in wealth and succession planning matters, including contentious issues.

Responsables de la pratique:

Humberto Sanches; Adriane Pacheco; Beatriz Martinez; Juliana Cavalcanti


Autres avocats clés:

Izabel Nazarian; Renata Thomé; Renata Thomaz Pereira


Les références

‘This law firm stands out for its excellent services and the expertise of its team. Its distinction in the national legal market lies in its personalised approach, the effective integration of technology and the promotion of an inclusive and collaborative culture. Their innovations, both in terms of technology and processes, guarantee efficient and adapted legal solutions, putting them ahead of the competition.’

‘Adriane Pacheco is an exemplary partner, recognised for her legal competence and tireless dedication to service. Her leadership and strategic skills are fundamental to the firm’s success.’

‘Humberto Sanches e Associados appeared to me as a firm with extremely high knowledge in the area of ​​asset management. For me, this is a relatively new area, but the services provided by professionals and the security they convey give the impression of being an area with many years of experience. What impresses me is the ability of its professionals to always be up to date with what’s new in Brazil and abroad.’

Principaux dossiers


Lefosse Advogados

The wealth planning practice at Lefosse Advogados is a key contact for high-net-worth individuals and families ‘seeking the most efficient alternatives to resolve conflicts proactively‘. It enjoys a strong reputation in the market for its ability to handle full array of private wealth law matters, including succession planning, tax planning and expatriation issues. Co-practice head Andrea Caliento excels in estate and inheritance reorganisations as well as succession matters. Jointly leading the team alongside Caliento, Gustavo Lian Haddad boasts a wealth of experience in tax consulting and litigation. Recently promoted Ricardo Santos bolsters the team’s partner offering with his expertise in wealth reorganisation, estate planning and expatriation for international individuals and families.

Responsables de la pratique:

Andréa Caliento; Gustavo Lian Haddad


 


Autres avocats clés:

Ricardo Santos


Les références

‘Lefosse always responds and resolves my requests with speed, efficiency and effectiveness. Never in the 16 years that I have worked with them have I had the slightest problem. With Lefosse by my side, I sleep peacefully.’

‘The firm always maintains a business partnership stance with the client, seeking the most efficient alternatives to resolve conflicts proactively. It is also worth highlighting the availability and long-term relationship vision.’

‘Gustavo Haddad – a professional well above the average, who combines technical knowledge, business vision and an extremely professional attitude. It is always available and, in tax matters applicable to the asset management industry, it is almost always my natural first option. Ricardo Santos also demonstrates an excellent professional attitude.

Principaux dossiers


Mattos Filho

Utilising its multidisciplinary expertise, full-service powerhouse Mattos Filho is regularly seen ‘advising the wealthiest of global Brazilian families on their worldwide affairs’. Its expertise spans family governance, succession issues, estate planning, relocation and immigration planning. Alessandro Amadeu da Fonseca is a key contact in the practice and specialises in offshore fiduciary structures and assets held by international families. Also part of the core team, Nicole Najjar is skilled at handling matters pertaining to corporate governance, succession, estate planning, overseas relocations and international asset reorganisation. The latter is a core area of activity for Pedro Falcone, who has a keen focus on private investment companies, offshore funds and fiduciary structures.

Autres avocats clés:

Alessandro Amadeu da Fonseca; Nicole Najjar; Pedro Falcone


Les références

‘Mattos Filho’s wealth management and successions area is a reference in the Brazilian market. Its professionals have in-depth knowledge of all matters that lead to an effective succession process. They meet, with excellence, the most complex demands of different client profiles. They are highly committed to costs and deadlines. They permanently seek professional improvement. They are highly creative and innovative.

‘The team is led by Nicole Najjar. I consider Nicole a reference in the area. She is deeply knowledgeable about all the key variables of a succession process. She has vast legal knowledge of Brazilian and international laws, and a great ability to harmonise family interests that are not always aligned. Fully committed to costs and deadlines. Always proactive attitude. I also highlight Pedro Falcone, a highly qualified and differentiated professional.’

‘Fantastic full-service law firm. Combines the commercial approach of a full-service law firm with the sophisticated and rigorous expertise of a boutique specialised law firm.’

Principaux dossiers


Utumi Advogados

Clients commend Utumi Advogados‘ for its ‘unwavering commitment, diligence and strong technical foundation’ when it comes to private wealth law. The boutique firm brings together expertise in tax, corporate and family law, and  is regularly sought out by high-net-worth individuals and families requiring assistance with succession planning, multijurisdictional asset reorganisations and probate matters. Founding partner Ana Cláudia Akie Utumi heads up the practice and possesses significant international tax and wealth planning expertise. Tax litigation expert Camila Abrunhosa Tapias manages tax disputes related to succession and capital gains exemptions. At associate level, Taís Gruzdiv Capitanio advises clients on relocations, as well as estate and succession planning involving domestic and cross-border assets.

Responsables de la pratique:

Ana Cláudia Akie Utumi


Autres avocats clés:

Camila Abrunhosa Tapias; Taís Gruzdiv Capitanio


Les références

‘Throughout its professional partnership, Utumi Advogados consistently has demonstrated unwavering commitment, diligence and strong technical foundation, and a profound passion for its work, in such a way that I have no doubt in recommending it.’

‘The great highlight o UTUMI would be the excellence of its team. Highly qualified with a personalised approach to each client. Its quality service and innovative legal solutions differentiate the firm from other competitors.’

‘Within the UTUMI team, Ana Claudia Utumi and Taís Gruzdiv Capitanio stand out. Recognised for their expertise, they are references in their areas of activity. The mix of talented young people and exemplary supervision by the founding partner makes the team dynamic and highly qualified!’

Principaux dossiers


Bastos Bari Vilela Zugman Advogados

Praised for its ‘in-depth technical knowledge‘, Bastos Bari Vilela Zugman Advogados brings together expertise in tax, corporate and wealth planning to advise individuals on matters pertaining to family business, family wealth restructuring and estate planning. The practice is jointly led by Frederico Bastos, whose expertise lies in corporate tax planning and litigation, with a focus on high-net-worth individuals; Daniel Zugman, who often advises private clients on the tax aspects of estate and succession planning; and Renato Vilela, who has particular experience assisting high-net-worth families in the real estate and urban development sector. 'The three work in a complementary manner and focus on the technical excellence of the services'.

Responsables de la pratique:

Frederico Bastos; Daniel Zugman; Renato Vilela


Autres avocats clés:

Carolina Delgado


Les références

‘I would highlight as strengths their responsiveness and proactivenss, and their diligence in analysing situations with care while keeping a practical approach.’

‘I would highlight Frederico Bastos, for his combination of deep knowledge and client-first orientation. I would also highlight Carolina Delgado for being tireless and persistent in getting the project to keep moving forward in less than ideal circumstances.’

‘The in-depth technical knowledge of the BVZ Advogados team, combined with the experience and interpersonal competence of the partners, makes the firm a reference when it comes to legal services.’

Principaux dossiers


BMA Advogados

Fielding an ‘extremely competent and experienced team of lawyers‘ focused wealth and succession planning, BMA Advogados draws on its full-service structure to advise high-net-worth individuals on the entire range of related mandates, including cross-border tax residence matters, M&A deals involving family-owned businesses and taxation of offshore investments. Co-head Débora Bacellar De Almeida regularly handles asset reorganisations, estate planning and foreign investments. Fellow co-leader Hermano A. C. Notaroberto Barbosa specialises in tax and estate planning, while Camila Chouzal has ample experience handling asset reorganisations and estate planning issues.

Responsables de la pratique:

Debora Bacellar de Almeida; Hermano A. C. Notaroberto Barbosa


Autres avocats clés:

Camila Chouzal


Les références

‘BMA is a first-class full-service firm, with highly experienced lawyers in complex cases in different specialties. BMA’s tax area is complete and offers all solutions for corporate clients or individuals – from consultancy to litigation, with outstanding experience in transactions and planning. There is a highly technical team available, focused on the most efficient solution for each case.’

‘Hermano A. C. Notaroberto Barbosa stands out as a partner who serves UHNWI, managing to provide a complete, global service, anticipating legislative changes.’

‘An extremely competent and experienced team of lawyers, very technical and up-to-date, can resolve any demand, even complex ones, in the best possible way. Best office to address complex wealth management and succession planning issues.’

Principaux clients

Turim Investimentos


Banco Santander


Morgan Stanley


Itaú Unibanco


BTG Pactual


SPX Capital


Vinci Partners


G5 Partners


JGP Investimentos


Gávea Investimentos


XP Multi Family Offices


TNA Multi Family Office


Pragma Multifamily Office


Principaux dossiers


Huck, Otranto, Camargo Advogados

Huck, Otranto, Camargo Advogados incorporates its strengths in tax planning and litigation into its private wealth management offering. The group is well positioned to advise wealthy families and individuals on succession planning, wealth structuring, repatriation of funds and investment structures. Estela Soares de Camargo possesses significant experience in succession matters, particularly those with a real estate element. Bringing together in-depth knowledge of family law and litigation, Thalita Duarte Henriques Pinto is another name to note for wealth and estate planning matters, while Paulo Cesar Butti Cardoso's expertise lies in tax litigation, consultancy and planning. The group was recently strengthened by the arrival of Henrique Mellão Cecchi de Oliveira, 'an exceptional lawyer with international experience, able to bridge local and international topics and convey expertise seamlessly', who joined from EY in September 2023.

Responsables de la pratique:

Estela Soares de Camargo; Thalita Duarte Henriques Pinto; Paulo Cesar Butti Cardoso


Autres avocats clés:

Amanda Salis Guazzelli; Paulo Vitor Paula Santos Zampieri; Henrique Mellão Cecchi de Oliveira


Les références

‘Lawyers committed to solving their clients’ problems, knowledgeable about the subject and committed to acting with common sense and ethics.’

‘Attention to detail and a commitment to exploring options in a clear manner, great communication skills, deep expertise in the key subject areas, seniority of legal counsel, fluency in different languages and legal terminology, and efficiency in the delivery of service. ’

‘Thalita Duarte Henriques Pinto and Amanda Salis Guazzelli knew how to conduct negotiations with responsibility, respect, ethics and commitment.’

Principaux dossiers


KLA Advogados

The wealth management practice at KLA Advogados handles the entire spectrum of matters in this space, showcasing notable strength in international estate planning, family governance issues, offshore investment structures and inheritance issues. Fernando Koury Lopes heads up the practice and regularly receives instructions from high-net-worth individuals and families, as well as international banks and asset management firms. Vera Cardoso de Almeida is a key name for estate planning, international residence planning, inheritance disputes and settlements. Carolina Ducci is singled out for her experience in family law matters, as well as estate planning, inheritance disputes and probate proceedings.

Responsables de la pratique:

Fernando Koury Lopes


Autres avocats clés:

Vera Cardoso de Almeida; Carolina Ducci


Les références

‘The firm’s family and succession knowledge is vast, its team comes from renowned firms in the sector and actually has relevant experience in the segment.’

‘Carolina Ducci – She is responsible for the family and succession area of ​​the firm. She is super practical, hands-on and has vast experience. She knows how to deal with complicated clients and is highly responsive.’

Principaux dossiers


Lembi Advogados

Lembi Advogados possesses ample experience in handling international succession and wealth planning matters, with a keen focus on offshore companies, pre-immigration plans, and the organisation and protection of estates for families and individuals. Wealth planning specialist Rachel Muraro Lembi – noted for her ‘extensive experience in domestic and international wealth management‘ – jointly leads the practice alongside Mariana Belisario Carone, whose expertise lies in matters pertaining to family law and succession issues.

Responsables de la pratique:

Rachel K. Muraro Lembi; Mariana Belisario Carone


Autres avocats clés:

Catarina Nogueira


Les références

‘The firm is based on the founding partner’s extensive experience in domestic and international wealth management. Coming from the financial market, she offers a focused, precise and efficient service.’

Principaux dossiers


Machado Meyer Sendacz e Opice Advogados

Machado Meyer Sendacz e Opice Advogados utilises its full-service expertise to provide nuanced corporate and asset restructuring advice to high-net-worth individuals and family-owned businesses. Clients regularly turn to the team for assistance with asset reorganisation and regularisation, wills, offshore investment structures, and inheritance taxation, among other matters. Owing to its deep knowledge of banking regulation and products, the team also works with the private wealth areas of foreign banks operating in Brazil. Department head Celso Costa, who is noted for his wealth of experience in international mandates, is regularly called upon by high-net-worth individuals, families, trustees and family offices. Fernando Colucci is highlighted for his expertise in tax planning, succession issues and the reorganisation of family assets. Associate Rafael Stuppiello is skilled in advising on the tax and corporate aspects of succession matters.

Responsables de la pratique:

Celso Costa


Autres avocats clés:

Fernando Colucci; Rafael Stuppiello; Clarissa Freitas


Les références

‘Machado Meyer is a full-service firm that has the ability to support complex clients from a domestic and international perspective. The organisation of the team and flexibility in relation to events, webinars, etc., which are important today to disseminate knowledge in an increasingly integrated global world, are noteworthy.’

‘Fernando Colucci and Rafael Stuppiello have the experience and knowledge – not only in Brazil but also internationally – to advise their clients in a global scenario that requires being constantly updated on regulatory changes in Brazil and abroad.’

Principaux dossiers


Pinheiro Neto Advogados

Underscored by a full-service structure, Pinheiro Neto Advogados frequently advises high-net-worth individuals on their investments in Brazil and overseas; the firm also possesses substantial experience in the negotiation of shareholder agreements, asset restructuring, and corporate governance for family businesses. International tax law expert Giancarlo Chamma Matarazzo specialises in non-resident taxation, and estate and succession planning. Pythagoras Carvalho is highly regarded for his ‘vast knowledge and experience‘ in wealth and estate planning disputes. Priscila Stela Mariano da Silva is a key contact for wealthy families seeking assistance with the establishment of funds, relocations and successions.

Autres avocats clés:

Giancarlo Chamma Matarazzo; Pythagoras Carvalho; Priscila Stela Mariano da Silva; Camila Monzani Gozzi


Les références

‘Pinheiro Neto is one – if not the – most respected firm in Brazil and a reference in the international market, notably due to the scope of its operations in the business area, the qualification and experience of its professionals and the quality of its partnerships with top-tier firms in other markets.’

‘Priscila Stela Mariano da Silva is our reference for the private clients area. Excellent professional, whether for technical quality, objectivity and response time to client demands, or for her talent in dealing with people and managing expectations.’

‘They are extremely technical. They attend matters in a timely manner, are always responsive and attentive.’

Principaux dossiers


Azevedo Sette Advogados

Azevedo Sette Advogados‘ wealth planning practice is praised by clients for being ‘a go-to team for corporate and private wealth matters in Brazil and the wider Americas’. Highly regarded Fernando Azevedo Sette has significant experience in succession planning matters. Sette jointly heads up the team with Rafael Bassoli, who regularly advises high-net-worth clients on estate and succession planning, as well as international taxation issues. Active members of the practice include tax experts Leandra Guimarães and Mauricio Pernambuco Salin.

Responsables de la pratique:

Fernando Azevedo Sette; Rafael Bassoli


Autres avocats clés:

Ana Paula Terra Caldeira; Leandra Guimarães; Mauricio Pernambuco Salin; Bruno Felippe Almeida; Luciana Marques Rodrigues Tolentino; Fábio Capelletti


Les références

‘Prompt service, large specialised team to meet diverse demands.’

‘Very practical and objective team. When attending a meeting, it brings together professionals from all areas to provide immediate support for the agenda in question.’

‘Practical, precise and personable – this is a go-to team for corporate and private wealth matters in Brazil and the wider Americas.’

Principaux clients

Btg Pactual


Citerol Indústria


Grupo Toctao


Lorenzentti S.a


Wiggin Osborne Fullerlove


Harney’s Fiduciary


Veneto Family Office


Grupo Citerol


Polimetal Siderurgia


Some Individual Client (Shareholders, Investors, Family Companies, Among Others)


Whg – Wealth High Governance


Grupo Cidade Jardim (Uberlândia, Mg)


Santander Brasil


Lusfinder Abogados


Magno Law


Rakisons International Consultants


Corpag Brasil


Grupo Montesanto Tavares


Vetorial Siderurgia


Principaux dossiers


HRSA Sociedade de Advogados

Founded in 2022, HRSA Sociedade de Advogados fields a wealth planning department capable of handling international wealth structuring, international probate proceedings, cross-border asset restructurings, repatriation and double taxation matters. Co-practice head Isabel Calich da Fonseca‘s knowledge of repatriation of funds and wealth management sees her regularly assisting high-net-worth clients from the agribusiness, financial services and beverage sectors. Fonseca jointly leads the practice with João Paulo Maia Krepel, whose expertise lies in international tax planning and matters relating to corporate transactions. Tax specialist Lucas Martini de Aguiar assists individuals and family groups with tax planning, succession and asset management issues.

Responsables de la pratique:

Isabel Calich da Fonseca; João Paulo Maia Krepel


Autres avocats clés:

Lucas Martini de Aguiar


Les références

‘They have in-depth knowledge of each client’s business and history. They are very specialised in what they do, have a keen sense of direction and a very solid profile.’

‘Isabel Calich da Fonseca – the best tax lawyer I’ve ever worked with. She knows the subject, is always up to date, creative but solid. She has an excellent grounding in international business and tax issues.’

‘Isabel Calich da Fonseca stands out for her expertise, availability and reasonableness.’

Principaux dossiers


J Legal Team - Junqueira Ie Advogados

The ‘highly qualified‘ boutique law firm J Legal Team - Junqueira Ie Advogados assists a diverse range of clients with migration matters, trusts planning, offshore vehicles, estate planning and family governance. Co-head Lavinia Junqueira has ample experience in the structuring of family governance, succession planning, asset protection and immigration issues. Fellow co-leader Cristiane Ie specialisies in wealth management. Both practitioners 'respond to requested services within deadlines that exceed expectations and with outstanding quality'.

Responsables de la pratique:

Lavinia Junqueira; Cristiane Ie


Les références

‘A highly qualified team focused on the solution and the client.’

‘This is a boutique firm that has in-depth knowledge of all of our family’s assets and has been carrying out tax and succession planning for a few years. The difference with other firm we consult is their knowledge of our assets. Another significant difference is that given their great knowledge of the laws and their implications, they know how to navigate very well between the boldest and most conservative alternatives.’

‘In my opinion, the main characteristic of the firm is its ability to interpret the client’s needs not only from a legal perspective but also by adding its business vision and the impact that the proposed solution can have on family links, seeking to serve the company, client (individual) and family.’

Principaux dossiers


Moreau Advogados

Moreau Advogados regularly receives instructions from high-net-worth individuals, banks, investment funds and family offices seeking advice on a range of wealth and family management matters, most notably investment structuring, estate and succession planning, investment structuring and related disputes. Founding partner Pierre Moreau leads the practice and is celebrated for being an ‘excellent negotiator’. Moreau is ably supported by Gabriela Cardoso, who is highlighted for her knowledge of private wealth and non-contentious tax matters.

Responsables de la pratique:

Pierre Moreau


 


Autres avocats clés:

Gabriela Cardoso


Les références

‘Moreau Advogados offers a unique service in its areas of activity. With direct participation of partners at every stage of all cases, the client is served with complete attention, speed and personalisation in each of their demands.’

‘Its professionals have in-depth knowledge of their areas of activity and also of the market, with a client-oriented approach, which always seeks the best possible solution for the client in each case in which they are involved. Head partner Pierre Moreau’s knowledge of the area of ​​succession planning is unique and extraordinary.’

‘Pierre Moreau has unique knowledge of the area of ​​succession planning in Brazil. With 40 years of experience, his knowledge is very outstanding. In addition to knowing all the existing rules and resources, Pierre is also an excellent negotiator, which makes a big difference in this area, especially when we have different interests from different people involved in the operation.’

Principaux dossiers


SA Law

SA Law provides legal support to wealthy individuals and families in relation to tax planning, asset protection, estate planning, and pre-immigration issues. A name to note for cross-border matters, Fernando Martins is regularly seen advising on the implementation of investment vehicles and tax planning strategies. Martins jointly oversees the team alongside Gabriel Soares, whose core strengths reside in the organisation, taxation and succession of assets of high-net-worth individuals.

Responsables de la pratique:

Fernando Martins; Gabriel Soares


Autres avocats clés:

Victoria Rimbano; Matias Giorgi; Amanda Medina


Les références

‘Fernando Martins is great. He wears the dual hat of lawyer and accountant, which gives him a great understanding of how to navigate numbers. He makes things simple to understand and is always ready to defend this opinion. He is one of the only lawyers I know who is not afraid to take a stance, which is really refreshing.’

‘The partnership with SA Law has been remarkably fruitful, standing out for the exceptional competence and dedication of its team. Their commitment to excellence, combined with the effective and timely delivery of legal solutions, establishes this firm as a distinguished legal partner. Professional ethics and technical rigour are pillars that guarantee undoubted confidence in its services.’

‘Gabriel Mercadante stands out for his dedication and expertise. His ability to provide effective legal solutions and his commitment to excellence are admirable. I recommend Gabriel for his professional ethics and consistent results, making him a reliable choice for those seeking high-quality legal advice.’

Principaux dossiers


Souto Correa Advogados

Souto Correa Advogados‘ wealth and succession planning practice is called upon by high-net-worth individuals and families for assistance with asset allocation, tax analysis, as well as company and family protection strategies. Jorge Cesa co-heads the practice which benefits from his substantial experience in the implementation of corporate governance structures, and in the drafting and negotiation of shareholder agreements and succession documents. Cesa heads up the team alongside Frederico Hilzendeger, 'an exceptional listener with vast experience in estate and succession planning'.

Responsables de la pratique:

Jorge Cesa; Frederico Hilzendeger


Autres avocats clés:

Daniel Alt da Silva


Les références

‘The great thing about them is the human quality of their service. Highly technical people specialising in different areas, extremely competent and up-to-date, and with the ability to pass on knowledge in a simple way to the client. The lawyers are able to refer people in other countries and work very well in liaison with lawyers or accountants in other countries, whether they are referred by them or not.’

‘Frederico Hilzendeger is an exceptional listener with vast experience in estate and succession planning and always creates a constructive atmosphere helping clients to understand the best solutions for their needs.’

‘They have a strong focus on wealth management and succession planning. They spend a lot of time with clients getting to know them, their concerns, aspirations, assets and succession goals.’

Principaux dossiers


Terciotti Andrade Gomes Donato Advogados

Described by clients as a ‘beacon of legal excellence’, the wealth planning practice at Terciotti Andrade Gomes Donato Advogados assists high-net-worth families and individuals with the succession, governance and origination of their assets. Demonstrating 'great knowledge and depth in tax topics', Edgar Santos Gomes has ample experience in pre-migration tax planning, tax regularisation regarding overseas assets, as well as tax and succession planning. Gomes jointly leads the practice with Gustavo Teixeira Godoy, whose core areas of focus include non-resident taxation and wealth planning mandates.

Responsables de la pratique:

Edgar Santos Gomes; Gustavo Teixeira Godoy


Les références

‘Edgar Santos Gomes is very available and practical. He demonstrates great knowledge and depth in tax topics. He is an excellent lawyer that I recommend whenever I am asked for a recommendation for a Brazilian tax lawyer. He is my first choice when it comes to Brazilian tax law.

‘In short, it is not just a law firm, but a beacon of legal excellence and ethical commitment. I would enthusiastically recommend their services to anyone looking for quality and reliable legal assistance.’

‘I wanted to take a moment to highlight the incredible contribution of Edgar Santos Gomes at the firm. This guy is simply exceptional. Edgar’s legal skills are on another level. He solves things brilliantly and makes it look easy.’

Principaux dossiers


Trench Rossi Watanabe

The succession planning team at Trench Rossi Watanabe takes full advantage of the firm’s full-service structure by combining expertise in tax, corporate, compliance and family law to deliver multidisciplinary advice to its clients. Sitting at the helm of the practice is internal tax planning and wealth management expert Clarissa Giannetti Machado; senior associate Flávia Gerola, whose expertise lies the in tax analysis of international investment structures; Giuliana Bonanno Schunck and senior associate Fernanda Haddad, both of whom focus on dispute resolution.

Responsables de la pratique:

Clarissa Machado; Flávia Gerola; Giuliana Schunck; Fernanda Haddad


Les références

‘The firm’s connection with its international peers offers complete and global planning.’

‘Flávia Gerola is excellent, both in the quality of her work and in the service to her clients – who love her.’

Principaux clients

Elegância Distribuidora de Cosméticos Ltda. (Estee Lauder Group in Brazil)


Principaux dossiers


Veirano Advogados

The wealth and estate planning and family law practice at Veirano Advogados boasts significant experience in the restructuring of domestic and offshore businesses and assets, as well as corporate governance issues. Practice head André Carvalho focuses on tax law, and advises entities and individuals on wealth and estate planning matters. Gustavo Moraes Stolagli - a partner in the corporate governance and M&A groups - also offers assistance to the wealth, estate planning and family law arm of the firm. Clarissa Yokomizo, who joined from Souto Correa Advogados in October 2023, advises on the corporate governance of family-controlled enterprises. Fabiana Macedo and former co-head Pedro Boueri Affonso De Almeida left the firm in June 2023 and July 2023, respectively.

Responsables de la pratique:

André Carvalho


 


Autres avocats clés:

Gustavo Moraes Stolagli; Clarissa Yokomizo; Bruno Habib; Graziela Pinto Lima; Matheus Piconez


Les références

‘Veirano Advogados technically meets all the legal advice needs that the company requires in all areas and provides an excellent service.’

Principaux dossiers