Wealth Management - SouzaOkawa

Wealth Management

We adopt simplicity and empathy to handle Wealth Management issues, helping individuals and families manage their wealth efficiently, with care to provide excellent service to clients and future generations.

We offer comprehensive solutions, considering aspects in Brazil and abroad from tax, corporate, and civil perspectives, to support clients in managing and protecting family wealth. We analyze the family and asset situation, develop succession planning, assist with governance issues, resolve and prevent corporate conflicts, and create structures such as trusts, foundations, and philanthropic entities, establish and advise family offices, formalize prenuptial agreements and stable union contracts, manage donations and usufruct, and handle wills and probate proceedings.

Articles

Non-Incidence of ITBI in Asset Holding Company

Economic Impacts of Tax Reform on ITCMD and Its Reflections on Succession Planning

It’s Necessary to Talk – and a Lot – About Tax Reform in Infrastructure

Brazilian Investment Funds and US Pre-Immigration Tax Planning

The Advancement of Technology in MA Operations

Wealth Planning in Same-Sex Relationships

Newsletters

Capital Markets, Infrastructure, Tax, Wealth

SouzaOkawa and Technology

Capital Markets, Infrastructure, Tax, Wealth

New Achievements: We Were Recognized as a Comprehensive Firm in the Análise Advocacia Regional 2024 Ranking

Capital Markets, Infrastructure, Tax, Wealth

Judicial Electronic Domicile

Capital Markets, Infrastructure, Tax, Wealth

On this Special Day, We Celebrate Families in All Their Forms

Capital Markets, Infrastructure, Tax, Wealth

SouzaOkawa at SXSW

Tax, Wealth

SouzaOkawa at Expo LondrinaSouzaOkawa at Expo Londrina

News

Valor Econômico

São Paulo court dismisses ITBI tax on property transfer in divorce case

BandNews FM

Income Tax: do expatriates need to declare?

E-investidor

Income Tax 2024: the best tips for filing your return correctlycategoria de eventos

Valor Econômico

Federal Revenue charges the difference in income tax from partners who declared capital returns

BandNews FM

Income Tax: how can self-employed workers file their declaration?

BandNews FM

Income Tax: how to declare inheritance and corporate health plans?

Events

Tax Reform: Regulations and Its Impacts

Public Contracts and Tax Reform

Tax Reform in Brazil – A New Way of Doing Business in Brazil?

Green Economy Front

New taxation of offshore structures and exclusive funds

On May 10, the SouzaOkawa partners will present the Webinar “Taxation of Assets and Structures Abroad”.

Specialists in this field

Igor Nascimento de Souza

⎯ Tax, Wealth Management

Juliano Okawa

⎯ Tax, Wealth Management

Luiz Gustavo Mesquita

⎯ Contracts, Corporate and M&A, Wealth Management

Felipe Medaglia

⎯ Tax, Wealth Management

Francisco Leocádio

⎯ Tax, Wealth Management

Bernardo Ribeiro Tarabini Castellani

⎯ Tax, Wealth Management

Eduardo Salles de Carvalho Pinto

⎯ Capital Markets, Investment Funds and Financing, Contracts, Corporate and M&A, Wealth Management

Flávia Leivas da Rosa

⎯ Capital Markets, Investment Funds and Financing, Contracts, Corporate and M&A, Wealth Management

Thayná Medeiros Pita

⎯ Capital Markets, Investment Funds and Financing, Contracts, Corporate and M&A, Wealth Management

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