PRACTICE AREAS
Tax Planning in Brazil and Portugal
Tax-efficient structures for wealth and succession planning in Brazil and Portugal, in compliance with
the applicable laws of each jurisdiction.
Wealth and Succession Planning in Brazil and Internationally
Legal strategies to organize, protect and ensure the continuity of family and business assets, with an international perspective.
International Tax Planning
Tax-efficient structures for the wealth and succession planning of Brazilian nationals residing abroad, through global partnerships with law firms worldwide.
Our Services
Tax Planning in Brazil and Portugal
- Tax-efficient structuring of assets in Brazil and Portugal.
- Analysis and planning of individual tax residency.
- Wealth and succession planning with cross-border tax impact between Brazil and Portugal.
- Succession planning utilizing holding companies, partnerships and other wealth vehicles.
- Legal advisory on investments and assets located in both countries.
- Review and adaptation of existing structures to Brazilian and Portuguese legislation.
- Tax guidance on wealth and family reorganization transactions.
- Advisory on matters relating to double taxation treaties.
- Advisory on the analysis and utilization of tax benefits available under Brazilian and Portuguese law.
Wealth and Succession Planning in Brazil and Internationally
- Structuring and reorganization of family and corporate group assets.
- Succession planning focused on the preservation and continuity of wealth.
- Formation and reorganization of family holding companies in Brazil and abroad.
- Succession planning involving assets and/or beneficiaries across multiple jurisdictions.
- Drafting of succession instruments (wills, family agreements and governance protocols).
- Family and succession governance for family-owned businesses.
- Wealth planning for investors and business owners with international operations.
- Coordination of integrated international legal strategies.
- Marriage planning for ceremonies abroad and legalization of marriages in Brazil.
- Divorce planning in foreign jurisdictions and legalization in Brazil.
- Legalization of international legal documents in Brazil, including marriages and divorces.
International Tax, Wealth and Succession Planning
- Wealth and succession planning for Brazilian nationals residing abroad.
- Structuring of assets and investments in foreign jurisdictions.
- Tax and succession analysis of international structures (offshore entities, trusts, foundations and holding companies).
- International tax planning in compliance with applicable legislation.
- Succession planning in Brazil and abroad.
- Coordination of multi-jurisdictional engagements through global partnerships.
- Advisory on the international transfer of assets and family reorganizations.
- Review and adaptation of existing international wealth structures.
- Legal support in wealth and family internationalization processes.
Why engage in planning?
Because an international lifestyle demands organization, foresight and a long-term perspective. Comprehensive wealth, succession and tax planning is essential to structure wealth and succession in an efficient, secure manner that complies with all
applicable laws and the specific circumstances of each stage of a client's life.
Well-structured planning enables clients to:
• Identify and mitigate potential tax risks in Brazil, Portugal and any other relevant jurisdiction.
• Design legal structures compliant with the applicable law of each jurisdiction, taking into account existing tax regimes and available incentives.
• Organize personal, family and corporate assets in a clear and efficient manner.
• Ensure business continuity across future generations.
• Reduce the risk of disputes among heirs and beneficiaries.
• Achieve a smooth, secure and orderly Wealth transition aligned with the family's objectives, providing legal certainty and long-term protection.
