Marcelo Trussardi Paolini

+55 11 3147 0800

Marcelo Trussardi Paolini

Partner  |  L.O. BAPTISTA
JURISDICTIONS QUALIFIED IN

Brazil

TOP 3 AREAS OF EXPERTISE

Personal and estate planning
Family business governance
Succession planning

Q&A

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

Advising and assisting clients to plan and to organise their estates, and their future succession. It is very rewarding to see the good results that each 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 the family members, who, most of the time, are also partners of inherited businesses.

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.”


Andrea Nogueira Neves

+551127391900

Andrea Nogueira Neves

Partner  |  Nogueira Pegas Advogados
JURISDICTIONS QUALIFIED IN

Brazil

TOP 3 AREAS OF EXPERTISE

Tax
Succession planning
Residency and domiciliation


Humberto de Haro Sanches

+55 11 3066 3072

Humberto de Haro Sanches

Partner  |  Ulhoa Canto Advogados
JURISDICTIONS QUALIFIED IN

Brazil

TOP 3 AREAS OF EXPERTISE

Personal and estate planning
Family business governance
Succession planning

Q&A

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

Assisting clients in restructuring their wealth following the tax amnesty program in Brazil and in their succession planning.

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

Be resilient! The new world is changing fast and several challenges are coming ahead. Keep up to date with your knowledge.

What is your favourite quote?

"The hardest thing in the world to understand is the income tax,” Albert Einstein.


Ana Claudia Utumi

Ana Claudia Utumi

Partner  |  Utumi Advogados
JURISDICTIONS QUALIFIED IN

Brazil

TOP 3 AREAS OF EXPERTISE

Personal and estate planning
Succession planning
Tax


Luis Felipe Baptista Luz

Luis Felipe Baptista Luz

Managing Partner  |  Baptista Luz
JURISDICTIONS QUALIFIED IN

Brazil

TOP 3 AREAS OF EXPERTISE

Personal and estate planning
Succession planning
Tax

Q&A

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

My law firm decided to open an office in Miami, focused on assisting Brazilian private clients who want to move to the US or to start a business in the US with their Brazilian legal issues.

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

Patience. Private clients are not a multinational company. They want to be pampered. You must make them feel like they are your most special and important client. Meetings could take from 30 minutes up to 4 hours. If a client wants to talk, you let him or her talk.

What is your favourite quote?

“You can almost see the top of the mountain. One last push.”


Alessandro Amadeu da Fonseca

+55 11 3147 7826

Alessandro Amadeu da Fonseca

Partner  |  Mattos Filho, Veiga Filho, Marrey Jr e Quiroga Advogados
JURISDICTIONS QUALIFIED IN

Brazil

TOP 3 AREAS OF EXPERTISE

Personal and estate planning
Family business governance
Tax

Q&A

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

Recently, Brazilians are getting international and leaving the country, which requires assistance in the asset organisation in Brazil and the preparation for the new residence. Pre-immigration and redomicile plans have been a must during last year, especially in Portugal, Switzerland, UK and USA.

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

Empathise with your client, this is the best way to become a trusted adviser to the family for generations to come.