Each individual and each family have unique needs and circumstances, which is why wealth planning must be carefully tailored.

Our approach to wealth planning focuses on providing personalized solutions for individuals, families and businesses. For that end, we take into account the complexities of family relationships and life goals and circumstances of our clients, as well as the types of assets they hold.

When assisting our clients with their wealth planning, we combine multidisciplinary legal expertise, strategic vision and sensitivity to personal and family matters.

The services rendered by MMR – Mastrocola Marcondes Rocha Advogados in this area include:

• Structuring of Wealth and Succession Planning: developing legal structures that ensure efficiency in succession, taxation, operations and asset management while also providing asset protection. In addition to carefully organizing our clients’ estate, we seek solutions that preserve family harmony.
• Incorporation of Holding Companies: incorporation of asset and real estate holding companies, as well as drafting shareholders agreements or partners agreements governing corporate governance and other applicable provisions relating to the management of the family estate.
• Offshore Structures: assisting clients in the design and implementation of offshore structures.
• Wills: drafting wills.
• Tax Planning: developing efficient tax structures for family income and assets.
• Corporate Governance for Family Businesses: implementing best corporate governance practices to ensure the continuity and sustainable growth of family businesses.

MMR – Mastrocola Marcondes Rocha Advogados takes an integrated approach to the various legal areas involved in wealth planning. Contact us to learn more about how we can assist you in structuring and protecting your wealth.