Patrimônio e Governança
HOW DOES ESTATE PLANNING WORK
Estate Planning through fiduciary and corporate structures (trusts, foundations, companies, holding companies, private funds, among others) aimed at protecting assets and the future of beneficiaries from unforeseeable events.
The path to diagnose, develop and execute a project for asset protection and succession can be understood according to the suggested steps below.
Customized Structures for Families
Study and adaptation of the type of structure, jurisdiction, and composition of elements according to the needs and peculiarities of each family.
Optimized Fiduciary Composition
Choice of the best fiduciary composition to combine legal, jurisdictional and compliance requirements with current international legislation.
Professional Protector Service
Professional Protector services (Protector) integrating into the client or family structure, individually or corporately. The Protector service provides effective control over the daily routine of the structure, but mainly to oversee the proper functioning of the trustees, bankers, accountants, and other service providers.
Benefits of an Independent Protector
The independence of a Protector ensures that the Settlor and the family are better informed and aware of what is happening in their structure, as well as the Protector has the possibility to dismiss the Trustee, should the Trust Company cease to exist, change country, or there is a change in the person who communicates directly with the client, such as the relationship manager.
Implementation of Philanthropic Projects
Monitoring the development and implementation of a philanthropic project, whether establishing an Institution or developing a related philanthropic or charitable project.
Types of Trust Structures
Structuring various types of fiduciary structures, such as Trusts, Foundations, PTCs, Executive Entities, Funds, Holdings, Insurance Policies, etc.
Compliance
Strict compliance control and compliance with anti-money laundering and similar regulations; specific forms for FATCA, CRS and others.
Stages of the succession and transgenerational strategy: we diagnose, present solutions, incorporate values and desires, followed by the implementation of the structure and its execution.
Screening and coordination of services provided to clients, such as independent portfolio managers, audits and accounting reviews.
Assistance in the creation of investment vehicles and private funds with providers.
Asset and accounting consolidation of movable and immovable assets.
Advice on the acquisition and sale of high-value assets such as works of art, real estate, planes and boats.
Control and monitoring consultancy with private banks, independent investment portfolio managers, as well as other service providers in the domestic and international sphere.
CONTACT
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