Private Wealth & Legacy

Cross-border wealth protection, succession, and citizenship strategies - built for global lives and long-term legacies.

Wealth without borders needs protection without friction

We advise international families, investors, and executives on how to preserve, transfer, and structure their wealth in Brazil - always in alignment with their global holdings.

Whether you're relocating, investing, or planning for the next generation, we offer clear and compliant solutions tailored to your legacy.

Why choose us?

We speak the language of private wealth

We understand privacy, discretion, and asset complexity.

Not just legal-strategic

Every structure is designed to work globally, not just locally.

Human-centered legacy

We help clients plan not just for assets, but for people and purpose.

Our Services Include

Asset Structuring & Protection

Creation of local and international holding structures
Isolation of high-value assets (real estate, equity, income)
Legal shielding against local liability and exposure
Strategic use of trusts, foundations and SPVs when applicable

Succession & Inheritance Planning

Brazilian and cross-border inheritance planning
Donation strategies, will structuring, and legal guardianship
Tax optimisation on intergenerational transfers
Coordination with foreign legal teams for multijurisdictional plans

Tax Strategy for HNWIs

Income tax analysis for residents and non-residents
Wealth tax (ITCMD) mitigation and anticipation
Fiscal residence status analysis
Compliance planning for multi-country tax reporting

Citizenship & Long-Term Residency

Pathways to Brazilian permanent residency and citizenship
Investment-linked migration strategies
Legal support for naturalisation processes
Exit planning from foreign tax regimes (when appropriate)

Wealth structuring Brazil
Succession planning for foreigners in Brazil
Tax optimization Brazil
Asset protection Brazil
Inheritance tax Brazil
Brazilian residency for investors
Citizenship planning Brazil
Trusts and holdings for international clients
High-net-worth advisory Brazil
Private client services Brazil

High-net-worth individuals with global exposure

Foreign families relocating or investing in Brazil

Family offices managing Brazil-connected assets

Entrepreneurs protecting personal vs. business assets

Long-term residents planning for succession or exit