Wealth Management and Family Law

With a dedicated multidisciplinary team that provides personalized service, Trench Rossi Watanabe is prepared to meet clients’ dierent needs.

Succession and family discussions require a synchronized analysis of tax, corporate, civil/family law and other legal aspects. With this in mind, we have a specific group for such comprehensive work, providing clients with greater security and eciency.

Trench Rossi Watanabe has extensive international experience, working in strategic cooperation with Ablfs McKfnzif, present in more than 60 countries.

How we can help

• Succession: Estate analysis in multiple jurisdictions; legal advice for implementing ecient structures (donations, trusts, holding companies, investment funds, philanthropic institutions etc.); drafting wills; representation in probate proceedings (judicial and extrajudicial); negotiation and mediation among heirs; corporate family governance, drafting corporate instruments (articles of association, shareholders’ agreement etc.), disputes related to private wealth and succession.

• Taxation: Tax analysis of assets held in Brazil and abroad in order to implement ecient structures (trusts, closed-end funds, family and rural holdings, foundations etc.), taking into account the plurality of tax residences and the Family personal plans (i.e., “global families”); pre-immigration planning (tax exit); investors programs (USA, Portugal, UK, Italy etc.); tax analysis regarding non-residents holding assets in Brazil; tax returns to the relevant bodies (including Individual Income Tax, Estate Tax return and Brazilian Central Bank statements); analysis and tax support for donations and/or inheritance; assistance in the formation of philanthropic institutions (Brazil and abroad) and tax impacts; tax issues related to the assignment of image rights (e.g., athletes and influencers).

• Civil life relations: Resolving family disputes; consultations on marital and property regimes; dating and stable union (common law marriage) contracts; prenuptial agreements; donation instruments and acting in disputes related to divorces and succession.

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