Wealth & Succession Planning

Our Wealth & Succession Planning practice comprises a multidisciplinary team, composed of professionals from different areas of expertise, including Family, Corporate, and Tax Law. Our team has extensive experience in estate and succession planning cases involving family-owned companies and businesses.


Our services include estate protection, preparation of the company’s founders succession, allocation of assets among heirs, prevention and assistance in disputes involving a succession of family-owned companies and businesses, and reduction of taxation on succession or disposal of assets.
We also maintain relationships with several international partners specializing in estate planning and wealth management, providing our clients with a wider range of alternatives. 


Our team is composed of partners Flávia Cristina Moreira de Campos Andrade (Litigation, Arbitration and Family Law), Silvia Castro Cunha Zono (Corporate/M&A), and Erlan Valverde and Thiago Medaglia (Tax).
 

Talk to the team