Rising Stars

Firms To Watch: Wealth and succession planning

Jointly led by Alamy Candido and Tatiana Cappa Chiaradia, Candido Martins Advogados‘ wealth planning practice advises high-net-worth individuals and family businesses on cross-border asset restructurings, family governance, M&A and investment matters.
Under the joint leadership of José Mauricio Abreu and José Dumont Neto, Farroco Abreu Advogados offers wealthy families and individuals strategic advice on a wide range of tax and wealth planning matters.
Founded in 2019, boutique law firm Galvão Villani, Navarro, Zangiácomo e Bardella Advogados offers domestic and foreign high-net-worth individuals and families a comprehensive wealth management service. Practice head Tatiana Villani is the key contact.
Established in early 2022 by a group of former Huck, Otranto, Camargo Advogados practitioners, HRSA Sociedade de Advogados fields a wealth planning department that frequently handles international probate proceedings, cross-border asset restructurings and double taxation matters. Isabel Calich da Fonseca, João Paulo Maia Krepel, and Lucas Martini de Aguiar are all part of the core team.

Wealth and succession planning in Brazil

Humberto Sanches e Associados

Founded in 2020 by experienced wealth, tax and succession planning lawyer Humberto Sanches, private client boutique law firm Humberto Sanches e Associados attracts an impressive following of foreign and domestic ultra-high-net-worth individuals and families. While offering strategic wealth and succession planning advice, the practice is well versed in corporate matters pertaining to family businesses, as well as onshore and offshore investment structures. With more than 20 years of private client practice, Adriane Pacheco Danilovic leads the family and succession team alongside the 'professionally outstanding and very solution-oriented' Beatriz Martinez, who advises on a wide range of matters, including trusts, prenuptial agreements, divorces, and family governance. Notable for her expertise in corporate and governance law, as well as private investment funds, Juliana Cavalcanti co-heads the wealth management and structuring group with Sanches. Renata Thomé is a go-to adviser for regulatory matters related to foreign investment. Senior associate Renata Thomaz Pereira handles corporate, real estate and wealth planning transactions. In March 2023, Juliana Cardoso joined the firm from Abe Advogados, further boosting its tax offering.

Practice head(s):

Humberto Sanches; Adriane Pacheco Danilovic; Beatriz Martinez; Juliana Cavalcanti


Testimonials

‘Beatriz Martinez is professionally outstanding, very solution-oriented, creative and assertive.’

‘Adriane’s most valuable asset is her capacity to make complicated things look like simple, besides treating the client with the utmost respect and attention.’

‘Currently, there is no other firm in Brazil dedicated exclusively to estate and succession planning with a team with multidisciplinary skills and as well integrated as HSA. The practice is made up of professionals with different specialties, but who at the same time move well in other areas of law. This results in a competent, integrated team that is able to offer a holistic service to the client’s needs. Furthermore, the team has a pro-client attitude that involves active listening to the client’s needs and communication that seeks to present clear and satisfactory solutions.’

Lefosse Advogados

Highlighted for its 'exceptional technical quality and client focus', full-service law firm Lefosse Advogados‘ wealth planning team collaborates with leading international firms to assist clients in a wide range of cross-border matters, including expatriate wealth management. Frequently retained by ultra-high-net-worth individuals and family-controlled companies, the group demonstrates particular strength in corporate law, succession planning and related tax matters. Andrea Caliento, who is singled out for her 'solid knowledge, organisation and client care skills', manages a broad practice, spanning family disputes, corporate governance, and succession and estate planning. She co-heads the group with tax and wealth planning expert Gustavo Lian Haddad, who is sought after to handle tax litigation cases on behalf of domestic and international clients. Senior associate Ricardo Santos provides key support in wealth planning mandates.

Practice head(s):

Andréa Caliento; Gustavo Lian Haddad


Testimonials

‘Very capable office, highly qualified professionals. Very happy with the results achieved so far. I highlight Andrea Caliente and Gustavo Haddad.’

‘Gustavo Haddad is a bright, thoughtful and technical professional. Andrea Caliento stands out for her solid knowledge, organisation and client care skills.’

‘It stands out for its excellence in the quality of its services. The lawyers are available to the client when necessary, acting quickly and efficiently. High-level back office team, always ready to schedule face-to-face meetings or calls.’

‘Lefosse provides quality service with trained professionals who are attentive to clients’ issues. Professionals are helpful and provide great service to clients. Andrea Caliento is an up-to-date professional and well-prepared to serve UHNW clients.’

‘Exceptional technical quality and client focus. Ricardo Santos stands out for his understanding of client needs, and Gustavo Lian Haddad for his technical quality.’

‘Andrea Caliento responds quickly and always prioritises contact with clients. In addition to the technical part, which she has completely mastered, she is very skilled in dealing with people and their family issues, which always have an emotional impact. Her empathy and way of dealing objectively with clients set her apart.’

‘Gustavo Haddad and Andrea Caliento are superb in terms of their technical expertise and breadth of experience, which allows them to provide efficient and practical advice. Their team approach, experience on international and cross-border matters, and focus on finding the best solution for clients helps them stand out.’

Mattos Filho

Mattos Filho houses a 'top-notch' multidisciplinary team of private client lawyers that leverage the firm’s full-service offering and expertise in tax, corporate and family law. Ultra-high-net-worth individuals and families turn to the group for advice on a wide range of matters, most notably succession and tax planning, family governance, wealth protection, probate and inheritance disputes. The group seamlessly collaborates with international partner firms to assist clients with cross-border asset reorganisations and estate planning. Highly regarded by clients and peers alike, Alessandro Amadeu da Fonseca is a key contact for family disputes and offshore asset structuring, while Nicole Najjar covers corporate governance and succession planning, and demonstrates 'a deep knowledge of Brazilian and international inheritance law'. At the associate level, Pedro Falcone is well versed in domestic and international asset reorganisations and Beatriz Borges e Silva focuses on complex family litigation.

Testimonials

‘The team at Mattos Filho Advogados impresses us with its technical expertise and availability. I highlight Alessandro Amadeu da Fonseca.’

‘Excellent technical capacity and high client adaptability.’

‘Very large team; great international expertise; excellent full-service law firm.’

‘Alessandro Fonseca is globally known in the field. Very skilled in tax structuring and estate planning. He is always available and provides great commercial and user-friendly advice.’

‘Alessandro Fonseca is super responsive and very nice to work with. Team is very well-prepared and top-notch.’

‘Alessandro Fonseca and Pedro Falcone are both excellent. They are excellent at looking at both the technical detail and the bigger picture.’

‘The team is very active and cohesive. They are ultra competent and responsive, in addition to being at the forefront of technology.’

‘Mattos Filho is currently the most respected and awarded law firm in Brazil, operating in all areas of law and with a wide international reach. Highlight for its asset management and succession area, which has become a reference for wealthy Brazilians. Nicole Najjar is the most prominent Brazilian lawyer focused on succession processes.’

BMA Advogados

At full-service law firm BMA Advogados, the private client team brings together experts from various disciplines, including tax, corporate, capital markets and litigation. The practice is noted for its broad offering, which spans cross-border tax residence matters, succession planning, offshore investments and complex M&A involving family-controlled companies. With more than 20 years of experience advising private banks, multi-family offices and high-net-worth individuals, tax and estate planning specialist Hermano Notaroberto Barbosa co-heads the tax department and is a member of the firm’s French desk. He shares the private client team’s leadership with experienced tax lawyer Débora Bacellar De Almeida, who is active in assisting wealthy families and individuals in cross-border matters, including asset reorganisations, probates and individual taxation. Another key name is Camila Chouzal, who has significant experience handling transactional work, including M&A and corporate reorganisations.

Practice head(s):

Debora Bacellar de Almeida; Hermano Notaroberto Barbosa


Testimonials

‘Excellent technical capacity and high client adaptability.’

‘Level of updating and depth in relation to the knowledge of the legislation in general, the interpretations of the tax authorities and the judiciary, as well as the considerations and interpretations of the parties. Quality and reliability of the team of partners and lawyers. Attention to issues of technology, knowledge sharing and initiatives in favour of diversity, inclusive behaviour and social responsibility.’

‘Debora Bacellar de Almeida stands out for her depth of knowledge and argumentation in the defense and issuing of legal opinions. Her attention and sensitivity to client issues and concerns, precision, reliability, commitment, focus and attention are deeply appreciated.’

‘BMA’s greatest “mark” is its commitment to the interests of the client. Allied to the competence of the team, the full dedication to the matters places BMA in a unique position in the market. It’s the kind of office where you can be calm.’

Key clients

Turim Investimentos


Banco Santander


Morgan Stanley


Itaú Unibanco


BTG Pactual


SPX Capital


Vinci Partners


JGP Investimentos


Gávea Investimentos


XP Multi Family Offices


FreitasLeite Advogados

Combining expertise in capital markets, tax, corporate and M&A, regulatory issues and real estate, FreitasLeite Advogados offers private clients comprehensive advice on offshore investment schemes, tax planning, and probate matters. In addition to its strong following of high-net-worth individuals and families, the ‘dynamic, extremely technical and pragmatic‘ group acts for financial institutions, family offices and financial advisers. Drawing on more than 20 years’ experience in this space, co-founding partner Raul De Paula Leite Filho jointly leads the practice with Humberto de Lima Isaac, who specialises in foreign investment structures and asset management. Associate Thiago Hatab manages a broad practice, spanning wealth and tax planning, as well as M&A and corporate reorganisations.

Practice head(s):

Raul de Paula Leite Filho; Humberto de Lima Isaac


Testimonials

‘It is a great team, with not only technical skills but also interpersonal skills to be able to deal with HNWI on very complex matters.’

‘They stand out not only for their professional skills (which are outstanding), but also for the way they communicate and make clients feel. Raul Leite is my key person in Freitas Leite.’

‘FreitasLeite is dynamic, extremely technical and pragmatic, in addition to having complete mastery of all matters related to wealth management.’

‘Raul Leite has in-depth knowledge of matters involving asset management. Thiago Hatab has complete mastery of matters, is helpful and super hands-on.’

Huck, Otranto, Camargo Advogados

In addition to its strong tax planning and litigation practices, Huck, Otranto, Camargo Advogados excels in complex wealth management matters. Comprised of 'high-level professionals', the team assists high-net-worth individuals and families in a variety of mandates, covering repatriation of funds, succession planning, family disputes and offshore investment structures. With extensive experience in real estate and succession matters, founding partner Estela Soares de Camargo leads the group alongside Thalita Duarte Henriques Pinto, who frequently handles litigation, succession planning, and family law issues, and tax specialist Paulo Cesar Butti Cardoso. Other key names include Amanda Salis Guazzelli and Paulo Vitor Paula Santos Zampieri, both of whom are experienced in tax, succession and probate procedures.

Practice head(s):

Estela Soares de Camargo; Thalita Duarte Henriques Pinto; Paulo Cesar Butti Cardoso


Testimonials

‘I had almost daily contact with colleagues from Huck Otranto for several months and the experience was very positive. The firm proved to have high-level professionals, prepared for intense negotiations and for the execution of technical work with agility and excellence.’

‘Thalita Pinto stood out for her technical and communication skills. She manages to establish a bond of trust with the lawyers she works with, which makes her a great negotiator. She also stands out for her excellent technical execution and availability.’

‘The firm is very present in everyday life, answering doubts, clarifying issues, guiding decision-making, always trying to bring what is best for the client.’

KLA Advogados

High-net-worth individuals and their family businesses turn to KLA Advogados for assistance with wealth management, estate planning and family law matters. The practice is led by Fernando Koury Lopes, who is often retained in mandates involving the management, protection and passing of family wealth, as well as family governance issues and international estate planning. The ‘excellentVera Cardoso de Almeida is a key contact for inheritance disputes, cross-border investment structures, and trust law issues. Highlighted for her ‘excellent practical and theoretical vision‘, Carolina Ducci manages a busy family law practice, often advising on prenuptial agreements, divorces, child support matters and probate proceedings.

Practice head(s):

Fernando Koury Lopes


Testimonials

‘KLA has an asset management and succession team that stands out for its great quality and dedication.’

‘Vera Cardoso de Almeida is excellent.’

‘Fernando Koury is always very attentive, knowledgeable and competent in the areas in which he works. Vera Helena Cardoso is Koury’s right hand.’

‘The firm has assembled a strong family and succession team, which is adept in international matters.’

‘Carolina Ducci, lawyer with extensive experience in family and succession law, has an excellent practical and theoretical vision. She knows how to deal with all types of family office clients.’

‘Vera Cardoso has an excellent command of complex international structures and a practical vision that greatly facilitates the structuring of operations.’

Lembi Advogados

Lembi Advogados‘ wealth and estate planning practice is especially active assisting wealthy individuals and their corporate groups in domestic and international matters. Clients typically turn to the team for advice on succession planning, onshore and offshore investment vehicles, corporate restructurings and tax matters. Experienced wealth planning lawyer Rachel Muraro Lembi, noted for her 'unique ability to serve' UHNW clients, shares the group’s leadership with Mariana Belisario Carone, who is a key contact for family and succession matters. They are supported by Mariana Mem de Barboza and Catarina Nogueira, both of whom are well versed in tax and succession planning. Manuela Madeira Calheiros left the firm in August 2022.

Practice head(s):

Rachel Muraro Lembi; Mariana Belisario Carone


Testimonials

‘The team has a wide range of knowledge, covering all client needs in an agile and complete way.’

‘Mariana Belisário stands out for her technical depth, lateral thinking and risk vision.’

‘Differentiated expertise combined with creativity.’

Machado Meyer Sendacz e Opice Advogados

Machado Meyer Sendacz e Opice Advogados leverages its strong tax, corporate and litigation expertise to act for wealthy individuals and family groups in the gamut of wealth management and succession matters. The practice’s main areas of strength include estate and succession planning, corporate restructurings, asset reorganisations and cross-border wealth structuring. Its deep knowledge of banking regulation and investment vehicles makes the group a popular destination for foreign investors and banks. Noted for his experience advising on transfer pricing, M&A and cross-border transactions, Celso Costa oversees the team, which features the highly endorsed tax expert Fernando Colucci and Clarissa Freitas, who is well versed in corporate matters. Tax specialist Carlos Pacheco Fernandes and succession planning expert Rafael Stuppiello stand out at the senior associate level.

Practice head(s):

Celso Costa


Testimonials

‘Personalised client service.’

‘Excellent technical skills and high adaptability to the client.’

‘The services provided are of the highest quality and attention from members. Fernando Colucci and his team are excellent.’

‘High quality services provided and highly trained professionals.’

‘People qualified to carry out the work in addition to the personalised service provided by Fernando Colucci.’

Pinheiro Neto Advogados

Full-service law firm Pinheiro Neto Advogados is trusted by high-net-worth individuals and families in a wide range of private client matters, including estate planning, gifts and donations, offshore investment structuring and asset restructurings. With notable strength in corporate governance and IPOs, the ‘formidable estate and succession planning practice‘ is also popular among family-controlled companies and financial institutions. Tax specialist Giancarlo Chamma Matarazzo handles non-resident taxation issues and succession planning, while Pythagoras Carvalho excels in wealth planning and estate litigation. Also noted is counsel Priscila Stela Mariano da Silva for her strong background in cross-border wealth management matters.

Testimonials

‘Technicality and commercial attributes.’

‘Pythagoras Carvalho is excellent.’

‘The duo Pythagoras Carvalho and Priscila Silva have run a formidable estate and succession planning practice. Without a shadow of a doubt, I have seen in this group the most sophisticated planning in implementation and close monitoring of the partners. The group is jovial and happy, a very important factor for working in this area.’

‘Competence, seriousness and business orientation.’

‘Extremely professional, knowledgeable, user friendly, pragmatic and very efficient.’

‘Giancarlo Matarazzo understands a lot about the subject and brings us security in the service provided. Priscilla Mariano da Silva is a great professional, always available and understands what she’s talking about.’

Utumi Advogados

Boutique firm Utumi Advogados houses a multidisciplinary team of experienced tax, corporate and family law specialists, who are the trusted advisers to ultra-high-net-worth families, CEOs, family offices and private banks. Succession and estate planning, cross-border asset reorganisations, international taxation and probate matters are all areas of strength for the practice. Founding partner Ana Cláudia Akie Utumi, who has over 25 years' experience in tax and wealth management and 'is a reference in the market', oversees the group. She works alongside Camila Abrunhosa Tapias, who heads up the litigation department and has a strong background in tax planning and disputes. At the associate level, Tais Gruzdiv Capitanio and Joao Lucas Breviglieri are well versed in estate and succession planning.

Practice head(s):

Ana Cláudia Akie Utumi


Testimonials

‘Utumi Advogados is a tax boutique founded by Ana Claudia Utumi, a seasoned lawyer who has worked as a tax partner at leading Brazilian law firms before creating her own law firm. Ana Claudia has extensive experience in international tax law and has collaborated actively for its developments, as a member of the scientific committee of the International Fiscal Association. Ana has a unique knowledge of the OECD tax initiatives, is a well known and a very didactic lecturer at international conferences and offers a differentiated support for global families.’

‘Utumi Law is a very good choice for Brazilian families with global tax and succession planning needs that seek personalised assistance.’

‘Utumi Advogados has a dedicated structure to assist high-income clients in estate planning issues.’

Veirano Advogados

Veirano Advogados acts for a varied client roster of high-net-worth families and individuals, entrepreneurs, family offices and banks. Drawing on the firm’s full-service capabilities, the practice is well positioned to handle family disputes, cross-border estate and succession planning, divorce cases, corporate matters and offshore investment vehicles. With a wealth of experience in tax, co-practice head Andre Carvalho advises on wealth and estate planning. Fellow co-leader Pedro Boueri Affonso De Almeida handles a mix of family disputes and offshore asset restructurings on behalf of both domestic and foreign clients. Also recommended, Fabiana Macedo assists family businesses with tax-efficient structures. Former associate Guilherme Fonseca De Oliveira left the firm in March 2023.

Practice head(s):

André Carvalho; Pedro Boueri Affonso de Almeida


Abe Advogados

With a multidisciplinary team of tax, family, real estate and corporate specialists, Abe Advogados assists high-net-worth individuals and families with wealth and succession planning projects. Showcasing extensive experience in cross-border matters, the team excels in complex offshore structures and asset reorganisations. Focused on corporate and tax-related matters, wealth planning and succession specialist Gabriela Gomes de Andrade heads up the group. She works alongside Rogério Fedele, who is sought after for his expertise in domestic and cross-border tax planning.

Practice head(s):

Gabriela Gomes de Andrade


Azevedo Sette Advogados

High-net-worth individuals and family businesses routinely seek Azevedo Sette Advogados‘ assistance in wealth and estate planning matters, succession litigation, cross-border asset reorganisations and tax issues. Fernando Azevedo Sette and Rafael Bassoli offers strategic advice on succession planning and corporate transactions. Tax planning and litigation are key areas of expertise for Leandra Guimarães and Mauricio Pernambuco Salin. Other noteworthy individuals include Alessandra Ganz and Henrique Antonelli.

Practice head(s):

Fernando Azevedo Sette; Rafael Bassoli; Leandra Guimarães; Mauricio Pernambuco Salin; Alessandra Ganz; Henrique Antonelli


Testimonials

‘The team is adept in complex regulatory issues, international investments, credit recovery.’

‘The practice has all the necessary skills to carry out complete succession planning, taking into account complex issues of investments and assets abroad, monitoring the evolution of legislation in force in Brazil and abroad, and adapting to the constant changes in the national and international scenarios.’

‘Extremely competent professionals, with in-depth knowledge of their respective areas of activity and a high level of seniority in dealing with various complex issues. Azevedo Sette’s professionals have a high capacity to guide the process, supporting the client to achieve their goals and performing active listening to really understand the problems before solving them.’

‘The firm has solid experience in the area, which means that clients have confidence in the proposed solutions. Although estate planning instruments are known and shared, Azevedo Sette’s lawyers are able to adapt very effectively and flexibly to each individual situation. They are agile and helpful, with a large multidisciplinary team to resolve doubts and forward matters in the most varied fields of law. The international connection is a big advantage.’

‘Rafael Bassoli – lawyer with international experience and excellent handling of property matters.’

Key clients

Andrade Gutierrez Group


OPY Healthcare


Grupo Habib’s


Bank Julius Baer


WHG – Wealth High Governance


Grupo Cidade Jardim


Santander Brasil


Lusfinder Abogados


Magno Law


Rakisons International Consultants


Corpag Brasil


Grupo Montesanto Tavares


Tiberina Group


Vetorial Siderurgia


Grupo ABC Supermercados


Bastos Bari Vilela Zugman Advogados

Singled out for its 'high degree of technical excellence', Bastos Bari Vilela Zugman Advogados‘ wealth management team offers high-net-worth individuals and families a comprehensive service, which covers estate and succession planning, corporate governance, donations and gifts, and cross-border asset reorganisations. Jointly leading the tax team, Frederico Bastos and Daniel Zugman together boast extensive experience in cross-border tax planning. They share the practice’s leadership with Renato Vilela. The practice heads are praised by clients for being 'extremely technically qualified professionals'.

Practice head(s):

Frederico Bastos; Daniel Zugman; Renato Vilela


Testimonials

‘BVZ Advogados is a firm that stands out for providing services with a high degree of technical excellence.’

‘Frederico Bastos, Renato Vilela and Daniel Zugman are extremely technically qualified professionals.’

‘This is a practice that truly understands the client’s needs holistically, providing an exceptional experience when it comes to wealth management and succession.’

Key clients

Itaú Unibanco


J Legal Team - Junqueira Ie Advogados

The ‘very competent, well-trained, attentive and dedicated‘ boutique firm J Legal Team - Junqueira Ie Advogados is well equipped to handle a combination of tax, corporate, family and succession law matters. Retained by a varied client base, including investors, high-net-worth individuals and families, non-profits and investment funds, the group is a popular choice for cross-border mandates. Jointly led by tax and wealth management specialists Lavinia Junqueira, whose ‘deep legal knowledge‘ is highlighted by clients, and Cristiane Ie, the practice has recently experienced an uptick in international estate planning involving trust structures and succession matters.

Practice head(s):

Lavinia Junqueira; Cristiane Ie


Testimonials

‘The firm is always attentive and very well informed about all the news, changes and monitoring of legal movements in the area. The team is very competent, well-trained, attentive and dedicated to the client, promptly providing advice.’

‘Lavinia and Cristiane stand out for the quality of their knowledge, attention, and total dedication. They are always ready to provide assistance, explanations, solutions, quick and efficient feedback.’

‘Great assertiveness and speed in the communications received from the partners. Solutions based on deep legal knowledge that turn into simple and practical results.’

Moreau Valverde Advogados

Moreau Valverde Advogados assists domestic and foreign high-net-worth individuals and families in a wide range of private client matters, most notably estate and succession planning, offshore investment structuring, wills and donations, and family law disputes. With significant experience in asset management, corporate law and arbitration, Pierre Moreau oversees the private wealth team, where the 'extremely efficient and agile' Gabriela Cardoso is also recommended for wealth and tax planning issues.

Practice head(s):

Pierre Moreau


Testimonials

‘I believe that because they are a boutique firm, the service is extremely personalised. Pierre Moreau is always in contact with me and my family, and makes us feel comfortable and secure.’

‘Pierre Moreau follows all cases closely. Gabriela Cardoso is always available to assist us at any time. She is extremely efficient and agile, and know the cases completely. They always manage to make us very comfortable in situations between family members by proposing smart strategies and efficient alternatives to make it a comfortable situation for everyone.’

Terciotti Andrade Gomes Donato Advogados

Made up of 'well-prepared professionals who are up-to-date on legal and tax developments', Terciotti Andrade Gomes Donato Advogados is known for its strong tax practice, which attracts regular instructions from high-net-worth dual tax residents seeking advice on cross-border tax reporting and compliance. Combining expertise across dispute resolution, corporate matters, inheritance law and estate planning, the team frequently advises on offshore investment structures and asset reorganisations. Mauricio Terciotti jointly leads the practice with Edgar Santos Gomes, who is a key contact for both contentious and advisory tax matters, and Gustavo Teixeira Godoy, whose expertise covers corporate taxation and international tax matters.

Practice head(s):

Edgar Santos Gomes; Gustavo Teixeira Godoy; Mauricio Terciotti


Testimonials

‘Gustavo Godoy is a very intelligent and professional person.’

‘In-depth knowledge, presentation of creative solutions, organisation in the management of processes.’

‘Gustavo Teixeira Godoy is extremely didactic in his explanations.’

‘High academic and scientific qualification of professionals.’

‘Gustavo Godoy – technically qualified professional with international professional experience in Europe and the US. In addition to his knowledge and high technical capacity, Godoy is a very active professional and connected with the client’s needs. Extremely diligent, he has a unique ability to respond to the client quickly and effectively. His diversity of knowledge (civil, tax, accounting and international) makes him fully connected with the practical needs of an international client like me. Godoy is always able to respond immediately to whatever is asked of him.’

‘Well-prepared professionals who are up-to-date on legal and tax developments. The quality of services is excellent.’

‘Edgar Santos has an excellent approach with clients, making them comfortable with his firm opinion.’

Trench Rossi Watanabe

Trench Rossi Watanabe‘s succession planning team possesses multidisciplinary expertise, spanning key areas such as tax, corporate, family law, compliance and real estate. Leveraging its strategic partnership with Baker McKenzie, the group is well placed to assist domestic and foreign high-net-worth individuals and their companies with cross-border wealth management matters. Clarissa Giannetti Machado leads on international tax issues, while senior associate Flávia Gerola, 'a very skilled professional', has extensive experience in wealth management. Giuliana Schunck and senior associate Fernanda Haddad are key contacts for dispute resolution, including family and inheritance disputes.

Practice head(s):

Clarissa Machado; Flavia Gerola; Giuliana Schunck; Fernanda Haddad


Testimonials

‘Trench Rossi’s partnership with Baker McKenzie brings a very important offer to clients, as it combines local and global experience. Clarissa Machado and Flávia Gerola are recommended.’

‘Subtle and assertive, Flávia is a very skilled professional.’

‘The practice is up-to-date and efficient, and able to guide clients with excellence and competence.’

Key clients

Elegância Distribuidora de Cosméticos (Estee Lauder Group in Brazil)


Work highlights


  • Assisted Elegância Distribuidora de Cosméticos and its directors in the negotiations and the successful settlement of a tax dispute with the National Treasury of Brazil.