Family Offices & Cross-Border Wealth Advisory

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I advise Brazilian families, family offices, and high-net-worth individuals on the structuring, preservation, and transfer of wealth across jurisdictions. My practice is grounded in a global perspective on family governance, estate planning, and cross-border succession, with a particular focus on clients with assets outside Brazil and those planning international acquisitions.

I assist clients in designing governance frameworks for family entities and holdings that create clarity in decision-making processes and help preserve wealth across generations. My work includes coordinating comprehensive succession and inheritance planning involving assets and heirs in multiple countries, managing complex international probate and estate administration matters, and providing strategic counsel on the available options and their implications when families face challenges with international asset structuring.

When appropriate, I advise on international structuring alternatives and coordinate the establishment of offshore entities and other structures aligned with each family's long-term objectives and vision.

A key aspect of my practice involves navigating complex family and business dynamics with discretion and strategic foresight. I frequently assist in negotiating among family members, stakeholders, and advisors to preserve my clients' interests and to avoid unnecessary disputes or litigation whenever possible.

I work seamlessly with a network of qualified professionals—including U.S. counsel, offshore law firms, Brazilian tax advisors, and international accounting firms—to ensure that all planning and implementation remain fully compliant with applicable laws, regulations, and professional conduct rules while delivering integrated solutions tailored to each family's values and circumstances.