What problem does this solve?
Multiple accounts and account holders can complicate organization and inheritance of investments.
Legal planning replaces improvised decisions with solutions suited to the assets, the people involved and their objectives. The appropriate structure depends on the specific facts, not merely on its name.
How Moreno Advocacia can help
Families with significant portfolios seeking stronger financial governance. We assess regulated structures, ownership and their legal coordination.
We examine family circumstances, available documentation, applicable taxes and implementation feasibility. Where appropriate, we coordinate this solution with other estate-planning instruments.
What we examine before recommending
Investor profile; expenses; liquidity; Brazilian securities regulation (CVM); taxation and fund-unit succession.
Legal review of formation or documents together with appropriately licensed providers.
Legal advice does not replace regulated investment management or product recommendations. Implementation must comply with current law and the specific tax and registration requirements of each transaction.