‘The firm has extensive experience in estate planning, both in Brazil and abroad. Their approach stands out for balancing deep theoretical knowledge with hands-on, practical execution.’

‘Humberto Sanches e Associados brings together, in a single office, the relevant skills to cover all needs in the wealth planning sector aimed at high-net-worth individuals. Highly qualified teams work in the areas of corporate, tax and family and succession. The lawyers are always available to answer questions and provide guidance on topics. They also have extensive experience with complex offshore structures and a broad network of contacts of excellent lawyers abroad.’

‘Humberto has a very solid experience, market vision and very good solutions. But he is not the only one who deserves to be highlighted. Partners Juliana Cavalcanti and Beatriz Martinez are technically excellent, available and actively involved in cases, including during the implementation phase, which provides the client with a great deal of security.’

‘Since the beginning of our work, HSA has provided us with superior advice in practically the entire spectrum of wealth planning. Complex demands have received great attention and involvement from the managing partners.’

‘The firm works with individuals of a high technical standard.’

‘I was assisted by Ricardo Santos – technically capable and approachable.’

‘The Lefosse team is composed of highly qualified professionals with extensive expertise in wealth and succession planning. The team not only masters these subjects flawlessly but also has considerable experience in the real estate market, which often attracts clients to the firm. Our partnership with Lefosse is solid and built on trust. Whenever we recommend their services to a client, we are confident the work will be executed with excellence, commitment, and, above all, high-quality results.’

‘Mattos Filho is a reference in the Brazilian wealth management and succession market. With a highly specialised team committed to excellence, it is capable of delivering the most efficient and cost-effective solutions. Its team of lawyers stands out from the competition due to its in-depth knowledge of Brazilian laws and regulations in all areas of law and its extensive network of associated offices in the main financial markets abroad.’

‘The team’s greatest asset is its leader, Nicole Najjar Prado de Oliveira. Nicole has very unique and valuable skills that, when combined, are rare: broad legal knowledge in various fields of law, especially in property and tax law, both national and international; great ability to develop the best possible solutions; great ability to relate to family members with interests that do not always converge; fully committed to deadlines; always proactive attitude; permanent search for new knowledge and new challenges. I also highlight the brilliant work of Pedro Falcone.’

‘The team understands the tax challenges of our times and provides appropriate suggestions for effective succession planning’

‘Utumi Advogados is a « boutique » in terms of their dedication to the client’s needs. They put together technical and human skills in order to understand the context of the client’s life, including the assets, the relationships and objectives before proposing a solution. In my experience with the firm, they have a very good network to join the team if necessary and at a fair price.’

‘I have been interacting with Ana Claudia Utumi and Taís Capitanio since the very beginning of their firm, and both professionals are special in the human skills which help clients to feel at the same time comfortable and confident. Additionally, Ana Claudia Utumi shows a rare knowledge about many different subjects, allowing the construction of very good and tailor-made solutions.’

‘Team rated 10! Professional and highly qualified. In addition to being a reference in the market, they always provide top-notch service.’

‘Good office, in a growth phase, very active partners.’

‘Frederico Bastos is very attentive to clients and has a good technique.’

‘Extremely professional and responsible work. Daniel Zugman is excellent in his legal knowledge and in how he engages with families.’

‘Excellent team, collaboration in several committees and market forums, partners with great language, highly experienced and excellent relationship with clients.’

‘Hermano AC Notaroberto Barbosa – very high level of knowledge. Able to translate the client’s needs into the care of wealth planning.’

‘The excellence and competence of the team, combined with a general scope, provide conditions for adequate decision-making.’

‘Very well prepared and diligent regarding the interests of clients.’

‘Estela Camargo and Alexia Rodrigues are recommended.’

‘The team that serves us is perfect, in all areas of our business. Led by Estela Camargo, who distributes our demands among the partners, the service and resolution are perfect for everyone. Friendly and available.’

‘KLA is a medium-sized, full-service firm that delivers high-quality work at an attractive price. The professionals are highly qualified and experienced.’

‘I really admire the work of Vera Helena Cardoso. She is very approachable, experienced and always able to bring innovative and efficient alternatives.’

‘Professionalism, highly skilled, team approach-oriented attorneys.’

‘Pythagoras Carvalho – exceptional lawyer.’

‘Pinheiro Neto always stands out from other firms due to its team of excellent professionals, in addition to having a great workflow.’

‘Pythagoras Carvalho is an excellent professional. He is extremely agile and helpful.’

‘The legal wealth planning team offers personalised solutions by combining legal, tax, and financial expertise. They specialise in complex matters, work closely together, and use advanced technology for secure communication. Flexible billing options ensure they meet each client’s unique needs.’

‘The people I work with are known for their expertise, client focus, and teamwork. They build lasting relationships with clients, going beyond just providing solutions. Associates like Rafael Bassoli excel in detail and communication. What sets them apart is their dedication to excellence, creativity, and collaboration, consistently delivering outstanding results with a personal touch.’

‘Azevedo Sette has top-notch professionals. The level of competence is high. What makes a big difference to me is the availability and the service provided with a human touch. High availability, always ready to provide assistance.’

‘Cescon Barrieu is a comprehensive law firm that ranks among the most respected in Brazil, offering a robust and multidisciplinary structure. It has a team of highly qualified professionals, recognised for their technical excellence, analytical skills and in-depth knowledge of the legal and business environment. The firm’s work combines strategic vision, personalised service and a high standard of delivery, which makes it a reliable and efficient partner in complex and high-impact cases.’

‘Felipe Russomano is an exemplary professional who stands out for his attention to detail, commitment and ethical stance in all interactions. Extremely careful in his deliveries, he acts with a high degree of responsibility and excellence, always prioritising quality and precision in each stage of the process. His punctuality reflects not only organisation but also respect for the time and expectations of others. In addition, his attentive and collaborative attitude contributes to a harmonious work environment, guided by trust and professionalism.’

‘After contacting several law firms, we found Cescon Barrieu to be very serious, competent and committed, which led us to choose this firm to handle our case. We felt very confident with the lawyers who participated in the work.’

‘In-depth knowledge of family and succession law, with a focus on wealth and private clients. Availability and experience of partners, especially Adriana Chieco. Ability to handle complex and sensitive cases with ease.’

‘The firm is extremely experienced in matters involving family law and estate planning. Impeccable, diligent service and a complete view of the potential implications of the legal solutions presented to the client.’

‘Chieco Advogados is one of our main partners. As a family office, we work with few partners, because we believe that the recurrence of cases and the proximity to the offices generate more trust and a stronger relationship. The Chieco Advogados team is highly qualified, with expertise in the areas of family law and inheritance. When we think of inheritance planning, the name of this firm is always one of the first to come to mind.’

‘When meeting a demand, the firm delves deeper into its client knowledge, in addition to having highly specialised and up-to-date knowledge. In this way, it is able to provide highly personalised service to each case, offering solutions of the highest quality.’

‘Ana Carolina Barbuio – excellent, agile, always up to date. Isabel Calich – the best lawyer I know in her field. Intelligent, she can diagnose problems quickly and offer legally robust solutions.’

‘Excellent knowledge of client history and topics, good relationships with suppliers and third parties needed to carry out the work, available, efficient and assertive service.’

‘Firm that is highly specialised in international issues and structuring operations abroad.’

‘Lavinia Junqueira, Ana Carolina Scafuro and David Giacomazzi – professionals with notable expertise, proactivity and good customer service.

‘Super personalised and proactive monitoring, always looking to update on changes in standards/laws.’

‘Besides impeccable technical quality and constant updates on legal and tax matters relating to both Brazilian and international implications, the boutique firm approach, with client service centred on customised solutions tailored specifically to the client’s needs, combined with transparent management and active involvement in client decisions, makes Lembi Advogados stand out among Brazilian firms.’

‘The founding partner, Rachel Lembi, demonstrates impeccable technical expertise and operates within a boutique system where the client is always in direct contact with her and has access to information with transparency and promptness.’

‘The Moreau team stands out for its attentive service and the security it provides. The team is experienced, always explains everything very clearly, attentively and always seeks the best solution for each case, always in a very close relationship with the client.’

‘Pierre Moreau and I have a long-standing relationship as lawyer and client. He is very knowledgeable and knows how to provide clear and attentive guidance, in addition to the confidence that has always inspired me. Jean Pierre Moreau and Leonardo Abreu are very attentive to details and conduct everything with great precision. They are always up to date with the latest legislation and are always able to propose excellent solutions to my demands. They all convey a lot of trust and security, which is essential for issues related to the area.’

‘Dedication to knowledge, study of legislation and similar cases to apply the best solutions.’

‘Highly qualified team with in-depth knowledge and experience in the project’s subject matter. Service delivered to the required standard. The firm stands out due to the experience of its partners, knowledge of the subject matter, execution capacity and ability to adapt to changing circumstances. Integration and collaboration between teams from different sectors.’

‘Qualified team available to meet the demands placed. Partner Gabriel Mercadante Soares and Amanda Medina offered exceptional service.

‘I primarily work with Fernando Martins. He is a great and friendly person, always available. He answers fast and complies with the deadlines. What I like is that he has an opinion contrary to maybe other lawyers, and he will defend this opinion. The fact that he is a tax lawyer as well as an accountant gives him a perspective and grasp of cases that others may not be able to have.’

‘The quality and involvement of the partners from the beginning of the sales process to the delivery of the work was truly a differentiator for the Souto Correa team. The wealth management and succession department has excellent professionals and outstanding expertise within the sector.’

‘Frederico Hilzendeger has a very high level of technical knowledge and also an outstanding attention and involvement with clients.’

‘What makes them so good is that in addition to being excellent professionals, from junior to senior, everyone is 100% connected in all matters.’

‘This law firm stands out for the excellence of its services, combining in-depth legal knowledge with an innovative and personalised approach for each client. The team is made up of highly qualified professionals, with diverse specialisations and solid experience in the most varied areas of law, ensuring efficient and strategic solutions.’

‘Edgar Gomes is a leading lawyer with extensive experience and in-depth legal knowledge. His strategic ability, combined with an unwavering commitment to ethics and the defence of his clients’ interests, makes him one of the most respected lawyers in the market.’

‘Strong knowledge of the subject of succession and differentiated service with dedication and quick response to the client.’

‘The team at Trench Rossi is highly professional, very knowledgeable and able to provide a comprehensive suite of services and assistance to clients (from private client work to corporate, from transaction work to litigation, etc.). This helps a lot, especially when dealing with complex families and businesses.’

‘All individuals are well versed to work as a team with the clients and provide them with best-in-class advice and service.’

‘Veirano is a sure choice due to its combination of technical excellence, strategic vision and personalised service. Recommending a partner is a huge responsibility and requires trust. With Veirano, you can’t go wrong.’

‘Bruno Habib – his commitment, proactivity and attention to detail make him a reference professional in wealth planning.’