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Succession Planning
Solutions for transferring assets safely, economically and respecting the family's wishes.
Plan today to continue your legacy safely, economically and respecting your wishes.
What is Succession Planning?
Succession planning is a strategic, legal and patrimonial process whose main objective is to organize, in an advance and structured manner, the transfer of assets, rights and responsibilities from a person to their heirs or legitimate successors.
This is a preventive measure that allows the owner of the estate to establish, while still alive, how his assets will be shared after his death, ensuring that his wishes are respected, his legacy preserved and his family protected.
This planning involves a detailed analysis of the asset composition, family relationships and individual and collective objectives, enabling the construction of tailor-made solutions — such as the creation of a family holding company, donations with restrictive clauses, corporate agreements and other legal instruments.
By organizing this in advance, the bureaucracy and high costs of a judicial inventory are avoided, the risk of disputes between heirs is minimized, and the tax burden on the succession is significantly reduced. In addition, the owner can maintain control of the assets while alive, ensuring a smooth, planned and legally secure transition.
More than a wealth solution, succession planning is an act of care, responsibility and vision for the future — essential for those who want to protect what they have built and ensure peace of mind for future generations.
Advantages of Succession Planning
Avoids Family Conflicts
It defines the division of assets in advance, preventing disputes between heirs and ensuring harmony in the succession process.
Tax Savings
Significantly reduces the tax burden on inheritance and donations, avoiding excessive spending on ITCMD and other taxes.
Succession Without Bureaucracy
Eliminates the need for judicial inventory, providing agility and simplicity in the transfer of assets to heirs.
Asset protection
Legal protection against risks such as debts, separations or legal disputes that could compromise family assets.
Respeito à Vontade do Titular
It ensures that the holder's wishes are fulfilled with legal certainty, protecting the legacy built throughout life.
How the Estate Planning Process Works
Um processo estratégico, personalizado e seguro para garantir a continuidade do seu legado.
Organizing the succession of family assets goes far beyond simply dividing assets. It involves important decisions that directly impact the future of your family, preserving your legacy and protecting what has been built over a lifetime.
Our estate planning process is designed to be clear, efficient and fully adapted to your reality. Through well-defined steps, we ensure that your wishes are respected, that your heirs receive their assets safely and that costs and conflicts are minimized as much as possible.
Discover the complete step-by-step process we use to structure succession planning.
With legal support, asset strategy and peace of mind for you and your family.
Family and Asset Diagnosis
Realizamos uma análise detalhada da composição dos bens, da estrutura familiar e dos objetivos do titular, identificando riscos e oportunidades.
Custom Strategy Development
Based on the diagnosis, we design the best legal and patrimonial solution for creating the holding company.
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Definition of the Corporate Model
If the structure involves a holding company, we evaluate the most appropriate corporate type (LTDA or S/A), considering tax, operational and succession aspects.
Implementation and Legalization
We formalize the defined structure with the transfer of assets, registration of documents, constitution of the holding company and legalization with the competent bodies.
Management and Continuous Monitoring
After implementation, we provide ongoing support to keep the framework up to date and efficient, ensuring it keeps pace with changes in assets or legislation.
Why choose Nirceu Mendes Office?
Complete advice for your assets and legal security.
Proven experience
Significant planned volume
Tailor-made legal solutions
High satisfaction and recommendation rate
Over 27 years of experience in Business Law, with a focus on estate and succession planning.
We have already structured more than R$600 million in family planning, with legal security and tax intelligence.
Each structure is designed to reflect the objectives, reality and profile of each family or company.
Most of our clients come through recommendations — a reflection of the positive impact and trust gained.
Seu patrimônio é fruto de uma vida inteira — planeje sua sucessão com quem entende de proteção, legado e tranquilidade familiar.
