Face complex challenges: asset division, financial adaptation, legal and tax issues, as well as decisions about custody, alimony, and succession. The lack of integration between these aspects can generate insecurity and instability. Having multidisciplinary solutions — legal, accounting, and financial — is fundamental to ensure clarity, protection, and balance in the new cycle.
Redesign of the wealth structure that adapts to your new family structure. We have the complete solution for tax planning, corporate, and risk management.
We design the portfolio that maximizes the risk-return relationship of your global wealth, taking into account your profile, the distribution of your liquid and real estate assets as well as professional projects.
Optimize strategies to structure your wealth’s tax obligations, ensuring the most efficient and legally sound tax outcomes.
If your plans include selling part of your assets or changes in the management format of your business, we can help you. We quantify these decisions bringing decades of experience in various similar events to adapt your wealth to your objectives. We contribute so that all businesses are perfectly aligned with your shareholder vision.
Our team manages your real estate portfolio, taking care of operational and tax aspects. We constantly evaluate your assets helping you make informed reinvestment and disinvestment decisions.
The best tax and investment strategies to maintain your lifestyle during retirement.