Legacy Preservation and Harmony Between Generations
The perpetuity of wealth built over a lifetime requires a strategic approach that goes beyond the accumulation of assets. MSN Advogados’ Wealth Planning practice is dedicated to offering sophisticated legal solutions for business families and individuals, aiming at asset protection, tax efficiency, and the harmonious transmission of assets between generations.
Our approach is holistic and personalized. We operate at the intersection of Corporate, Tax, and Family Law to design structures—such as Family Holdings and Shareholder Agreements—that reflect the values and objectives of each family unit. We understand the sensitivities involved in succession processes and work to anticipate scenarios, avoid future litigation, and ensure that the family legacy is preserved.
In a context of constant legislative changes, such as discussions on inheritance tax (ITCMD) and Real Estate Transfer Tax (ITBI), our team offers proactive consulting for asset reorganization in Brazil and abroad, ensuring compliance and tax optimization.
Detailed Scope of Action:
- Asset Reorganization and Holdings: Establishment of asset and family holding companies to centralize asset management and optimize the tax burden on income (rent/dividends).
- Succession Planning: Drafting of wills, donations with reservation of usufruct, anticipation of inheritance, and lifetime division of assets.
- Family Governance: Creation of Family Protocols and Family Councils to professionalize the relationship between family members and operational businesses.
- Consultative Family Law: Drafting of prenuptial agreements and cohabitation contracts (common-law marriage) focusing on the protection of business assets.
- International Structures: Advisory services (in partnership with foreign firms) for the establishment of Trusts, Foundations and Offshore companies aimed at currency protection and jurisdictional diversification.