Estate planning in São Paulo
Plan the lifetime transfer of assets using gifts, usufruct, wills, holding companies or other suitable arrangements. We assess objectives, costs and risks to build a plan suited to your family and Brazilian law.
5.0 · 18 Google reviewsEstate planning organises how assets will be transferred and managed while respecting personal wishes, protected inheritance rights and a donor’s means of support. Gifts with reserved usufruct, wills and holding companies may help, but do not guarantee savings, freedom from disputes or exemption from probate. Capacity must be assessed for each act; age, illness or disability does not automatically remove it. Difficulty expressing wishes may require support measures or adult guardianship (curatela), subject to legal requirements. No one can make a will on another person’s behalf.
The instruments we use.
- Gift with reserved usufructTransfers bare ownership while potentially reserving use and income to the donor, subject to the term, asset and applicable formalities.
- WillAllocates the disposable portion and protects whom you wish, within the law.
- Family holding companyOrganises assets and company rules, with specific planning for any transfer of ownership interests; creating a company does not itself remove the need for probate.
- Protective clausesWe assess clauses concerning marital property, seizure restrictions, transfer restrictions and reversion, including their requirements and limits.
- ITCMD and taxesStrategy for the ITCMD burden, with an eye on the Tax Reform.
- Business successionContinuity of the business and transition between generations of partners.
Start by estimating the cost of succession.
Probate Calculator
Obtain an estimate of the items covered by the calculator, using its stated assumptions, as a starting point for comparing options. It is not an official quotation and excludes legal fees.
Estimate nowHow it works.
- Map of assets and familyWe survey assets, heirs and goals, and the risk and tax points.
- Choice of instrumentsWe combine gift, will, holding and clauses to fit your case.
- ImplementationWe prepare documents and coordinate company formation, formal execution and the relevant registrations. Public notarial instruments are executed by the notary office.
- Periodic reviewWe track changes in the family, the assets and the law to keep the plan current.
What clients say on Google.
“From the very start I was looked after exceptionally. The team is attentive and explains every step.”
Amanda M. · Google“Excellent, highly qualified professionals. I highlight the professionalism, the service and the honesty.”
Rita G. · Google“Very polite, patient, always with precise, accurate answers. I recommend them with no reservations!”
Thais T. · GoogleEnglish translations of genuine client reviews published on Google.
Who leads this area.
Founding partner (OAB/SP 344.334). Postgraduate in Succession Law (PUC-Campinas) and Business Law (FGV). Specialist in estate planning, family holdings and business succession. Fluent in English.
Meet Renato FalchetCommon questions.
What is estate planning?
Estate planning organises the lifetime transfer and management of assets through arrangements suited to the family, such as gifts with reserved usufruct, wills and holding companies. It aims to anticipate decisions, plan costs and reduce risks while respecting third-party rights and legal limits. Savings and freedom from litigation are not guaranteed.
When should I start?
Start when you can consider objectives and alternatives calmly, with the capacity required for the chosen acts. Review the plan when the family, assets or law change. Age, illness or disability alone does not remove decision-making capacity.
Does planning reduce taxes?
Some scenarios may produce savings, while others create new taxes and ongoing costs. We compare alternatives using documented information, considering ITCMD, other taxes, formalisation expenses and current rules. There is no automatic tax exemption or guarantee against contested probate.
Can I gift and still use the assets?
Yes. A gift with reserved usufruct can transfer bare ownership while preserving use and income for the stated term, subject to the necessary formalities and registrations. Protected inheritance rights and the donor’s means of support must be respected. Usufruct does not retain every ownership power or remove maintenance and tax obligations.
Focused planning services
Explore the document or transition that fits the objective.
Organise your succession while there is time.
Talk to the partner in charge on WhatsApp and design a plan tailored to your family and your wealth.