Combined succession, estate and tax planning are an important instrument for families to organize the division of assets, establish rules for the continuity of family businesses, establish corporate governance parameters, seeking tax efficiency
We see today a very active market in this type of project, in which there is a growing concern of entrepreneurs and families in planning their succession, organizing existing businesses or planning the future of developing businesses.
Our Wealth Management team helps families in the execution and implementation of this work, organizing discussions with the heads of the family, heirs and executives of the companies, seeking to understand the interests, aspirations and how it all fits within the business itself.
Our services include:
Creation of holding companies and family offices
Establishment or change of family unity regimes
Formation of trusts
Tax planning
Corporate governance rules
Rules for distribution and allocation of results
Advisory services for families in everyday business
