Wealth Management, Family and Succession

Fonseca Moreti Ito & Stefano Advogados carries out various forms of succession planning, as well as structures for the protection and management of family wealth (wealth management):

– Succession planning, in order to carry out the sharing of the property holder, while still alive, anticipating, in whole or in part, the property consequences of a future inventory, with a focus on reducing the risk of conflicts between heirs, as well as creating the ideal structure that combines legal security and tax planning;

– Constitution of a patrimonial society (Holding) with the development of different structures to meet the peculiarities of each family, including governance rules. There is the possibility of maintaining the owner of the equity in the full administration of the company and entitled to full receipt of earnings;

– Drafting of wills;

– Deeds of donation with reservation of usufruct of real estate;

– Establishment of Closed Funds (Multimarket) for the management of family financial assets.

In addition, Fonseca Morei Ito Stefano Advogados has a highly qualified and specialized team to assist in the advisory and litigation phases of family and succession law, as well as for the preparation of asset management and succession planning.

The area of family advisory law covers:

– Prenuptial agreement;

– Coexistence pact of stable union;

– Adoption procedure;

– Change of property regime;

– Consensual divorce;

– Stable union dissolution;

– Extrajudicial Inventory.

The area of judicial family law includes:

– Litigious divorces;

– Guard actions, visits and alimony;

– Judicial Inventories;