International wealth planning
Wealth and investments between Brazil, Portugal and Paraguay
We structure the protection, succession planning and allocation of investments for families and estates with assets or interests in more than one jurisdiction.
When to seek advice
Situations that usually prompt this work
- 01
Assets spread across more than one country
Families with real estate, bank accounts or shareholdings in Brazil, Portugal and Paraguay who need to organize this structure coherently and in a reportable manner.
- 02
Succession planning with heirs in different countries
Estate holders who want to plan ahead for succession involving heirs residing in different jurisdictions, avoiding conflicts of law and parallel probate proceedings.
- 03
Investors seeking international diversification
Individuals and family offices assessing the allocation of capital outside their home country who need to understand the most suitable legal and tax structure.
- 04
Acquisition of real estate abroad
Buyers who need due diligence, ownership structuring and tax organization to acquire real estate outside their country of residence.
- 05
Setting up a wealth or family holding
Families seeking to segregate personal assets from business risk through dedicated corporate structures.
How we work
What the firm does
- 01
Comparative wealth diagnosis
Assessment of assets, accounts and shareholdings in each country to identify succession, tax and regulatory risks in the current structure.
- 02
International succession planning
Structuring of wills, gifts and succession agreements compatible with the law applicable in each jurisdiction involved.
- 03
Setting up wealth and family holdings
Design of corporate structures to hold real estate, shareholdings and investments in an organized and protected manner.
- 04
Due diligence on the acquisition of assets
Verification of title, encumbrances and tax compliance of real estate and other assets before acquisition.
- 05
Coordination with investment managers and accountants
Liaison with banks, asset managers and accountants to enable capital allocation within the defined legal structure.
- 06
Organization of reporting obligations
Guidance on the need to declare assets and capital held abroad before the competent authorities of each country, without providing technical tax advice.
Expected outcomes
Legal objectives of the work
Objectives pursued with technique and diligence. No result is guaranteed: decisions by authorities and administrative bodies are outside the firm's control.
- 01
Organized and documented estate
The goal is to achieve clarity on ownership, location and compliance of assets in each jurisdiction.
- 02
Succession planned with reduced risk of conflict
We seek to reduce the likelihood of conflicting probate proceedings or disputes between heirs in different countries.
- 03
Corporate structure compatible with the actual estate
We work to align the holding or wealth structure with the family's asset profile and succession intent.
Method
How the work progresses
- 01
Diagnosis
Mapping of the estate, heirs and jurisdictions involved, with a preliminary identification of succession and regulatory risks.
- 02
Strategy
Definition of the most suitable wealth and succession structure, with an implementation timeline and required documents.
- 03
Implementation
Drafting of wills, incorporation of holdings, formalization of gifts and registration of the necessary acts in each country.
- 04
Follow-up
Periodic review of the structure as family, wealth or relevant legislative changes occur.
Frequently asked questions
Common questions
Is it mandatory to declare assets held abroad?
Generally yes, in accordance with the rules of each country of tax residence; the thresholds and deadlines vary and must be confirmed with an accountant and current legislation.
Is a will made in one country valid in the others?
It depends on the recognition rules of each jurisdiction and the law applicable to the succession of each asset; specific planning is recommended for multi-jurisdictional estates.
Is it worth setting up a holding company to hold real estate?
It may be advantageous depending on the size of the estate and the family's objectives, but it requires an individual analysis of costs, succession and the applicable tax regime.
Do you recommend where to invest?
We do not provide investment recommendations; our work is legal in nature, structuring the ownership, succession and compliance of the allocation decided by the client and their financial advisors.
By jurisdiction
How this practice unfolds in each country
Related areas
Continue through connected practices
Informational content only, not a legal opinion. Rules, requirements and documents vary according to the specific case and may change; any decision requires an individual, up-to-date analysis.
International decisions call for legal clarity.
Start with the initial assessment or speak directly with the firm.
Confidential service · Brazil · Portugal · Paraguay