Estate and Succession Management
Determining and managing assets is crucial for preserving wealth for future generations, especially considering events like death, divorce, or dissolution of a stable union. Establishing estate and succession management during one’s lifetime allows for legal structures that simplify asset transfer to heirs or beneficiaries. Specialized advisory support is essential for planning the business’s future.
With over 25 years of experience serving companies, we assist in various planning processes. Tailored with corporate and governance structures to match client needs, our services result in financial efficiency, asset management, preservation, governance, and distribution of wealth according to the client’s wishes. We recognize the importance of estate and succession management and have a team of specialized professionals in this area.
Learn more about our advisory services:
We conduct corporate and tax studies related to the assets of companies and shareholders to present the best structures and solutions, supporting decision-making related to asset disposition.
We implement appropriate instruments to execute asset disposition decisions, both for lifetime and post-mortem effects. In corporate restructuring, we draft documents related to estate and succession management, such as the formation of asset, real estate, and/or holding companies, aiming for efficient asset management. For succession restructuring, we draft documents related to succession, including the donation of assets during life, considering options of donation with or without usufruct, and the preparation of wills.
We analyze, plan, and structure family agreements and family council protocols. Our asset and succession management teams often work with civil and tax law teams. We also assist with judicial and extrajudicial inventories, draft wills, prenuptial agreements, common-law partnership agreements, marriage contracts, and provide support in divorce and dissolution of common-law partnerships.