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Wealth Planning

A process aimed at protecting and expanding assets, providing support from initial formation to succession and retirement.

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Legal Strategy for wealth,
business, and future generations 

Wealth-related decisions involve family, business, and long-term personal goals. BVA advises founders, executives, investors, business-owning families, and family offices on the structuring, governance, and succession of wealth and businesses in Brazil and abroad, bringing together corporate, tax, family, estate planning, and dispute resolution perspectives.

Every family and estate has its own combination of assets, businesses, relationships, and objectives. Our work begins with understanding that particular context, including the client’s corporate and wealth structures, family composition, tax residences, assets held in Brazil and abroad, and events that may require legal preparation.

Based on this assessment, we advise clients on structuring and reorganizing their assets, preparing family and estate planning instruments, and implementing governance structures. This work may involve holding companies and investment vehicles, shareholders’ agreements, family charters, family councils, wills, lifetime gifts with or without retained usufruct rights, prenuptial agreements, domestic partnership agreements, and executive succession planning for family-owned businesses.

We also advise founders and business-owning families during liquidity and transformational events, including sales of equity interests or assets, investments by third parties, corporate reorganizations, M&A transactions, international wealth structuring, and changes in tax residence. In these matters, we take an integrated approach to assessing the legal implications for the family, its businesses, and its wealth structures.

For matters involving international elements, we analyze the Brazilian legal implications of assets, companies, and investment vehicles held abroad, as well as trusts, foundations, and other fiduciary structures. We coordinate with foreign counsel, family offices, asset managers, financial advisors, and accountants, while respecting each professional’s role and responsibilities.

When disagreements arise, we help prevent and resolve family and corporate conflicts through negotiations, mediation, probate proceedings, and disputes involving heirs, shareholders, directors and officers, or family assets. Our strategy considers not only the legal dispute but also business continuity, family relationships, confidentiality, and long-term consequences.

We do not rely on standardized structures. Each plan is developed according to the client’s objectives, stage of life, and applicable legal, tax, and regulatory obligations.

Key areas of expertise

  • Wealth assessments, structuring, and reorganization.
  • Formation and review of holding companies and wealth-holding vehicles.
  • Family and corporate governance.
  • Shareholders’ agreements, family charters, and family councils.
  • Estate planning and executive succession.
  • Wills, lifetime gifts, usufruct arrangements, and lifetime distributions.
  • Prenuptial agreements, domestic partnership agreements, and marital property regimes.
  • Tax planning for wealth and succession.
  • Legal and tax aspects of investment funds and vehicles.
  • Offshore assets and structures, trusts, and foundations.
  • Changes in tax residence and expatriation.
  • M&A transactions, asset sales, and liquidity events.
  • Judicial and out-of-court probate proceedings.
  • Negotiation, mediation, and family or corporate disputes.
  • Structuring philanthropic and legacy projects.
Privacy Overview

Este site utiliza cookies para coleta automática de dados pessoais não sensíveis, necessários para melhor execução de nossa plataforma. Os cookies guardarão informações para direcionar conteúdos condizentes com o usuário e estatísticas de navegação dentro do nosso site. Acesse nossa Política de Privacidade para saber mais sobre cookies e os dados coletados.