Private Wealth Law

Utumi Advogados is locally and internationally recognized by its Wealth Management department, especially due to its unique expertise in the taxation of high-net-worth (HNW) individuals and families, succession planning and asset planning. The firm´s multidisciplinary team includes professionals with experience in family, corporate and tax law who often work along with family offices, international private banks and other players to provide our clients with the best solutions.

The expertise in international taxation makes a difference to assist Brazilian HNW families, who normally have assets in different countries, as well as family members with different citizenships and tax residencies. Utumi Advogados has assisted families in Brazilian tax matters concerning the purchase and sale of assets in Brazil and abroad (companies, real estate properties, financial investments, etc.).

Utumi Advogados also assists families in tax matters deriving from the reorganisation of wealth by means of family holdings, gifts with or without usufruct, use of fiduciary structures, wills, probates, etc.