The Asset Management and Succession Planning Practice relies on the multidisciplinary involvement necessary to attend to the interests related to the planning of the present and future family assets, including their maintenance and transmission to future generations, as well as the administration of family businesses, aiming at the achievement of solutions with tax efficiency.

In this sense, although with emphasis on the Tax, Estate, Corporate and Contractual areas, all areas of the office are involved in the planning work, according to the characteristics and composition of the assets analyzed, considering the interests and family objectives.

The office advises families and their members individually; family offices; private clients of financial institutions and persons in residence migration (expatriates and impatriados), analyzing the acts and documents necessary for the protection and continuity of family and / or family business assets, such as the constitution of family holdings and offshore structures, the elaboration of instruments of donation and advance of legitimate, constitution of usufruct, wills, family pacts or agreements, Partnerships Agreements or Governance Policies, besides advisory related to the sharing of assets and representation in consensual, administrative and judicial inventories and separations, aimed especially at maintaining the well-being of the family, as a way of avoiding crises of continuity in the management of family businesses.