Marcelo Trussardi Paolini

What has been the highlight of your practice over the past 12 months?

Advising and assisting clients to plan and organise their estates and future succession. It is very rewarding to see the good results that planning brings to family relations and to company management. It is also a unique feeling to realise that with our assistance and planning, so many conflicts are avoided between family members, who, most of the time, are also partners of inherited businesses.

How did you get into private client?

I have been practicing private client for ten years. Before that, I was in M&A, but I started to provide succession planning for the families behind the companies. I then coordinated the private client department from then on, developing the department at Baptista since 2019.

What advice would you give rising stars/new lawyers in the private client world?

Keep your clients well informed of any changes or perspective changes in the laws and in the connected jurisprudence – this will generate great added value to them, and will strengthen their bond with you and your firm.

What is your favourite quote?

“Planning to perpetuate.”

Do you have any outside interests or hobbies?

I love sports, reading and movies.

When the restaurants reopen, where would you like to go?

Piselli, an Italian restaurant in São Paulo.