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Wealth Protection and Succession Planning

Our specialists in Asset Protection and Estate Planning have extensive experience in designing structures that ensure companies and families preserve their assets and secure business continuity in a strategic and legally sound manner.

Proteção Patrimonial e Planejamento Sucessório | LMorato Advogados

Our purpose is to build legal safeguards for assets against unnecessary risks, reduce conflicts among heirs, and ensure an efficient succession process, always in compliance with applicable law and tailored to the specific needs of each client.

  • Structuring of Holding Companies (Family and Corporate Holdings). We create family and corporate holding structures to centralize the management of assets and equity interests, enhancing asset protection, governance, and tax efficiency.
  • Succession Governance and Family Protocols. We design planned succession strategies aimed at reducing conflicts and ensuring business continuity in a structured manner, through family charters and governance rules.
  • Shareholders’ Agreements and Succession Arrangements. We draft shareholders’ agreements with succession provisions for family-owned and closely held companies, defining the rights and obligations of heirs and ensuring management stability.
  • Tax-Efficient Succession Planning. We provide advisory services on the fiscal optimization of succession, using legal tools to reduce inheritance and gift taxation, such as usufruct arrangements, planned donations, and strategic wills.
  • Succession in Family-Owned Businesses. We support generational transition processes, structuring succession for key positions to ensure business continuity and stability.

Professionals

LMORATO Advogados has a team that is highly specialized in Wealth Protection and Succession Planning.

Leonardo Morato

Founding Partner

Leandro Santos

Partner

Rodrigo Blum

Partner