Practice
Practice areas
The three areas in which the firm practises.
I
Estate and wealth planning
For families who wish to organise their wealth across generations, and for business partners who need to set the rules of their company.
Succession
Succession planning during one’s lifetime: who receives each asset, through which instrument and at what moment.
The firm draws on a range of wealth and succession planning instruments to build each solution, and follows the process through to the administration of the estate (inventário).
Tax
Advisory and litigation work on the tax issues raised by wealth planning.
The tax analysis of each succession structure starts from the family’s assets and circumstances.
Wealth and corporate
Structuring of companies and other vehicles used in wealth planning.
Review of articles of association, by-laws and shareholders’ agreements.
II
Capital markets
Legal advice on structuring transactions involving securities and other financial assets.
What it covers
- Investment vehicles and securities subject to regulation by the Brazilian Securities and Exchange Commission (Comissão de Valores Mobiliários, CVM).
- Representation before the CVM and other regulators in the structuring and issuance of securities.
- Advice on regulatory compliance and legal structuring for investment advisory firms, securities consultancies and asset managers.
III
Economic and competition regulation
Legal advice on corporate transactions that require prior approval by CADE, the Brazilian competition authority, and on conduct that may constitute an infringement of the economic order.
Areas of work
- Merger control: whether a transaction must be notified to CADE and what may not happen before approval.
- Non-compete and exclusivity clauses in contracts and shareholders’ agreements.
- Exchange of information between competitors, in trade associations, consortia and negotiations.
- Internal competition compliance programmes.
