Private Wealth Law
High Net Worth Guide 2024 : Brazil
Band 3
Email address
[email protected]About
Provided by Utumi Advogados
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.
Chambers Review
Utumi Advogados advises ultra high net worth clients on domestic and international tax matters and succession planning.
Strengths
Provided by Chambers
"Utumi is a true tax boutique. They have exceptional expertise for tax and private wealth law and are very savvy in their planning."
"They are very, very good - very specialised and thorough."
"Utumi Advogados are very, very good and very specialised in private client and tax matters. They live and breathe taxation."
"Utumi is a true tax boutique. They have exceptional expertise for tax and private wealth law and are very savvy in their planning."
"They are very, very good - very specialised and thorough."
"Utumi Advogados are very, very good and very specialised in private client and tax matters. They live and breathe taxation."
Notable Practitioners
Ana Cláudia Utumi of Utumi Advogados handles the full range of contentious and non-contentious tax issues for families and their businesses.
"Ana Cláudiais excellent. She is a very highly technical advocate and planner, very collaborative and tenacious and an amazing person to have on your team."
"She is just amazing, a true specialist and one of a kind in this field of practice."