Wealth and succession planning in Brazil
'Highly knowledgeable in Brazilian and offshore law', Abe Giovanini Advogados is 'always up to date with the latest jurisprudence'. Renato Giovanini Filho joined in July 2019, pairing his extensive experience in wealth and succession planning with the firm's traditional expertise in corporate and tax matters. The team handles complex wealth management and succession planning matters for wealthy clients, many of whom are prominent figures in Brazil. Associate Isabella da Mata Oliveira joined from Barbosa, Raimundo, Gontijo e Câmara Advogados and associate Lúcia Alonso Falleiros joined from the prosecutor's office of family and succession law.
‘I had the pleasure to work with and to refer clients to Renato Giovanini Filho, who has always given the proper attention and excellent service that ultra high-net-worth clients seek.‘
‘They are able to stay current on changes in legislation on several geographies and are not afraid to further study details that current practice normally let slide. Their understanding of the issues is way deeper than their peers. They have also been doing this longer than most, so the experience base they can access when looking for alternatives is broader.‘
‘The Abe Giovanini team is great, they are highly knowledgeable in Brazilian and offshore law so they are able to attend to request that transcends one specific geography. They are highly adaptable to my needs.‘
‘Renato Giovanini is the partner I most interact with. He is highly knowledgable and unlike any other attorney, I worked with before. He has a wide range of skills and can help me with my personal affairs (wealth and succession planning) and my business affairs (civil law).’
‘They approach professionally and ethically the individual situation.‘
‘Very capable team, always up to date with the latest jurisprudence, providing solid advice on complex tax matters. This enables their customers to make well informed decisions with a clear view of the risk/opportunities involved.’
‘Renato Giovanini has very strong experience in wealth and succession planning, he is always up to date regarding the latest developments and has an outstanding network of contacts in the field. This allows him and his team to provide excellent service to his customers.‘
‘Professionalism, transparency, accuracy, dedication and focus.‘
Humberto de Haro Sanches heads the leading wealth planning practice at Ulhôa Canto, Rezende e Guerra Advogados, which covers the gamut of wealth planning matters and draws on the firm's well-known expertise in tax matters. It regularly advises on the establishment of domestic and international structures for wealth preservation, the creation of trusts, foundations and partnerships, the acquisition of luxury assets and property and family law matters. Corporate law specialist Aloysio Meirelles de Miranda Filho is active in private client matters, and the team also benefits from the input of several experienced associates, including Beatriz de Souza Lima Martinez, Juliana Forte Araújo Cavalcanti and Renata Luz Furquim Gonçalves.
‘Very professional and thorough team!‘
‘Humberto H Sanches is an excellent lawyer with proactive and professional touch.‘
The 'highly qualified' private client and wealth advisory team at FreitasLeite Advogados works with high-net-worth individuals (HNWIs), family offices, the wealth departments of major financial institutions and financial advisors, acting on a range of succession, tax and family law matters. 'Exceptional lawyer' Raul de Paula Leite Filho and Humberto de Paula Lima Isaac, who 'stands out for his huge knowledge and experience with international structures', are the names to note at the partner level; associate Rodrigo Tosto Lascala joined from Schneider, Pugliese, Sztokfisz Figueiredo e Carvalho Advogados in May 2019.
‘The team at Freitas Leite is highly qualified and they have deep expertise in supporting Brazilians with international structures.‘
‘F.L. has a focus on analyzing family, legal and financial aspects, suggesting proposals that best suit its purpose.‘
‘I have had a relationship with F.L. for over 30 years, that alone indicates my recommendations to this company.‘
‘Freitas Leite is a full service law firm, which renders high quality legal services to clients.‘
‘Raul de Paula Leite is an exceptional lawyer, who renders high quality legal services to clients.‘
‘Mr. Humberto Isaac stands out for his huge knowledge and experience with international structures.‘
‘Mr. Luiz Guilherme Noronha stands out for his knowledge of international taxes and agility in deploying solutions.‘
Wright Capital Wealth Management
GPS (a Julius Baer company)
Huck, Otranto, Camargo Advogados excels in tax and succession planning, acting for a large and well-established client base of wealthy families and individuals. The core wealth management team is able to draw on the expertise and input of partners across the corporate, tax and dispute resolution departments. Isabel Garcia Calich da Fonseca, Luis Gustavo Haddad and João Paulo de Seixas Maia Krepel are names to note.
The 'very professional' team at Lefosse Advogados is led by Andrea Caliento. With a focus on high-end work, the department advises on complex tax, real estate and corporate matters faced by HNWIs and wealthy families. Associate Izabela Vecchi specialises in tax and is an active member of the team.
‘Team with great technical capacity, insightful and experienced.‘
‘The team is dynamic, quick and very knowledgeable. They know when they can help, do so efficiently and effectively, whilst also knowing when to bring in complementary know-how/help. Additionally, they are understanding and a pleasure to work with.‘
‘They demonstrate how much they care. This is shown through the diligence in their work, how they are genuinely interested in hearing the clients’ issues and how they communicate and engage. The individuals that stood out are: Joana Liu, Andre Mileski and Rodrigo Cunha.‘
‘The team is very professional and competent.‘
‘They assist me with the corporate restructuring of the company, adjustments to the social contract and tax adjustments besides helping me personally with my stable union and texting.‘
‘The combined knowledge of Joana Liu and Andrea Caliento delivers a full legal solution for wealth and succession planning issues.‘
‘Joana and Andrea are unique not only by their specific knowledge on the matter but as well as on bringing a very client centrist way of solving legal matters. The ability to communicate with the client and making individuals understand complex legal issues are recurrently congratulated by our clients.’
‘Broad knowledge in taxes.‘
Leading full-service heavyweight Pinheiro Neto Advogados has an interdisciplinary approach to wealth planning, combining its well-recognised strengths in tax, corporate and M&A and litigation. Marcos Chaves Ladeira has a background in corporate and M&A and has in recent years developed a strong family disputes practice; Pythagoras Carvalho 'is very well prepared, clear and prudent in his suggestions'; and Carlos Alberto Moreira Lima Jr is another key member of the team, having taken a lead role on several of the department's recent cases.
‘The quality of PN Advogados’ team is recognised. The connection with many lawyers and offices around the world give them advantage in comparison with others.‘
‘They are the most traditional and best-reputed law firm, probably the first that was organized as a group. The firm is known to be conservative and due to that, very reliable and successful in supporting their legal opinion.‘
‘Pythagoras always brings me vision and details about the matter at hand which not only demonstrates his knowledge of the situation but also gives me the necessary comfort to move forward with the procedures necessary to address any issue.‘
‘We have worked with Dr Pythagoras Carvalho in the family area and are still working in the corporate field. All his advisory on the recent offshore regularization program for Brazilian citizen was very successful. He is very well prepared, clear and prudent on his suggestions but also sets out and explains all the options available. We strongly recommend him as a legal advisor for all the areas above.‘
The private wealth law department at Veirano Advogados combines knowledge of tax, estate planning and litigation and strikes a 'good balance between technical expertise based on experience and the ability to keep and maintain relationships'. The team is regularly sought by Brazilian and foreign families, entrepreneurs and family offices for advice on complex family, probate and succession matters. Andre Carvalho and Pedro Boueri Affonso de Almeida are the key partners.
‘Veirano is unique as it has been able to advise my family in a comprehensive way across several issues that we have had, from estate planning, to dealing with lawsuits and tax issues. We have been delighted with Veirano’s work over the past years and hope to have them as our lawyers for the foreseeable future.‘
‘Our main point of contact has been Pedro Boueri who is a senior within the organization and drives most of the scope of work we have asked for. He has always been very diligent and found excellent solutions or made sensible suggestions. He is a linchpin of our relationship with the firm.’
‘Daniel Paiva has also been very pro-active in his dealings with my family.‘
‘Guilherme da Fonseca de Oliveira has been incredibly helpful with regards to our tax matters and we could not be happier with his expertise.‘
‘Very knowledgeable and thoughtful. Work beyond expectations. Always present and available when needed.‘
‘Good balance between technical expertise based on experience and ability to keep and maintain relationships.‘
Bastos Bari Vilela Zugman Advogados
The 'highly intelligent' team at Bastos Bari Vilela Zugman Advogados is highlighted for providing 'extremely effective' legal solutions. The team has a solid background in tax law; it includes Frederico Silva Bastos, Daniel Leib Zugman and Renato Vilela and advises clients on wealth organisation, tax planning and corporate governance.
‘BVZ provides a one-stop-shop service for all legal demands. Even if they do not have certain legal expertise, they coordinate the work with other partners. This provides a feeling of ultra-personalized service and builds trust with the client.‘
‘They are highly intelligent and truly understand the business. This is tremendously valuable because their legal solutions are extremely effective.‘
BMA - Barbosa, Müssnich, Aragão is particularly strong in advising wealthy individuals and families on business matters and corporate transactions and is also a popular choice for multi-family offices and Brazilian and international private banks. Débora Bacellar de Almeida and Hermano Notaroberto Barbosa are tax and wealth planning experts. Jane Goldman made partner in 2019; she has broad knowledge of debt and equity capital markets and wealth planning.
‘BMA is a full service law firm, which provides high quality legal services to clients.‘
‘Hermano Barbosa provides high quality legal services.‘
Turim Investimentos (Family Office)
JP Morgan (Private Bank)
Itaú Unibanco (Private Bank)
BTG Pactual (Private Bank)
Credit Suisse Hedging Griffo (Private Banking)
The dedicated wealth management practice at KLA Advogados is led by name partner Fernando Koury Lopes and handles a range of contentious and non-contentious family and succession planning matters. Vera Helena Cardoso is another key member of the team, with an impressive practice that covers domestic and international estate planning, residence and citizenship matters, among other areas. The team further bolstered its family law expertise with the hire of senior associate Carolina Ducci Maia Barcelos from Mattos Filho, Veiga Filho, Marrey Jr. e Quiroga Advogados in August 2019.
‘Very knowledgeable private wealth team, combining domestic and international experience.‘
‘Fernando Koury Lopes and Vera Cardoso for their client dedication and their exceptional experience in structuring private wealth.‘
Lembi Advogados is praised for its 'boutique approach and personalised service'. Practice head Rachel Katlauskas Muraro Lembi can draw on 20 years' experience in both wealth planning private practice and finance sector in-house positions; she is highlighted for her 'dedication and up-front approach towards defending the best interests of her clients'.
‘Boutique approach and personalised service from the partners sets this firm apart from its peers. Private client work such as those dealing with wealth management, succession and estate planning is the signature offering of the firm’s senior partners.‘
‘Rachel Lembi’s knowledgeable input and on demand availability, dedication and up front approach towards defending the best interests of her clients is what makes them different.‘
Wealthy individuals and family offices turn to Machado Meyer Sendacz e Opice Advogados, which is particularly strong in tax and corporate matters. Well regarded head of tax, Fernando Tonanni, leads the sub-practice. Other key practitioners include tax specialist Raquel Novais; Fernando Colucci, whose broad practice encompasses succession planning and asset restructuring, transaction-related tax and tax disputes; and associate Carolina Mascarenhas, who advises on civil and family matters, both contentious and non-contentious.
The highly regarded private wealth practice at Mattos Filho, Veiga Filho, Marrey Jr. e Quiroga Advogados advises HNWIs and families on domestic and international estate planning, family governance, relocation and corporate restructuring. Nicole Najjar and Alessandro Amadeu da Fonseca are the names to note.
Terciotti Andrade Gomes Donato Advogados is particularly strong in tax matters, advising on pre-immigration issues, dual taxation and cross-border tax reporting. In November 2019, the team was bolstered by the arrival of tax and wealth planning expert Gustavo Teixeira Godoy from Derraik & Menezes. Department head Edgar Santos Gomes 'renders high quality legal services to clients.'
‘Open discussion in a professional but close relationship that make me feel very comfortable with the engagement of all team members. Always get the feeling they are really looking forward to find the best solutions to support my requirements.‘
‘Terciotti is a full service law firm, which renders high quality legal services to clients.’
‘Edgar Gomes is an exceptional lawyer, who renders high quality legal services to clients.‘
Trench Rossi Watanabe
The 'multilingual, multi-jurisdictional, specialised and very experienced' team at Trench Rossi Watanabe is led by Marcos Vinicius Neder de Lima and includes recommended associate Flávia Allegro Gerola. The firm is particularly strong in cross-border succession and estate planning, where it benefits from its association with Baker McKenzie and its broad office network.
‘The team is multi-lingual, multi-jurisdictional, specialized and very experienced in identifying the key issues and mounting a team around the client.‘
‘Flavia Gerola listens very well, asks the poignant questions and established amazing rapport with clients. Her international experience, cultural and language skills separate her from her peers/competitors.‘