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Private Wealth Management

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At Nantes Mello Advogados, we understand that managing and protecting your wealth is about more than just financial success; it's about securing a legacy for your family and future generations. Our Private Wealth Management practice offers a comprehensive range of services designed to safeguard the accumulation, management, and transfer of personal wealth. Our approach is holistic, integrating legal, tax, and financial strategies to meet your unique needs and objectives. We understand that family and succession matters require from legal advisors skills that extend beyond a deep technical understanding of the law, they also encompass the ability to mediate and reconcile interests for the benefit of the family institution and the preservation of its assets.

  • Estate Planning

    Tailored estate planning solutions to ensure your assets are distributed according to your wishes while minimizing tax liabilities. Our services include drafting wills, liaising with foreign counsel to create trusts, estate administration, and succession planning, and advising on the suitability of donations and/or the establishment of usufruct over real estate and/or corporate shares, including related tax issues.

  • Tax Advisory

    Strategic tax planning and compliance services to optimize your financial portfolio within the legal framework. We offer guidance on local and international tax issues, including income tax, capital gains tax, and inheritance tax strategies.

  • Asset Protection

    Sophisticated strategies to protect your assets from potential future liabilities, ensuring long-term security for you and your family. This includes the establishment of domestic and offshore structures holding real estate or other assets.

  • Philanthropy Planning

    Advising on the establishment and management of charitable trusts, foundations, and other philanthropic endeavors to ensure your charitable goals are achieved efficiently and effectively.

  • Family Office Services

    Comprehensive support for ultra-high and high net-worth families, including governance structure advice, family wealth transfer strategies, and coordination of professional services to manage and preserve wealth across generations.

  • Investment Structuring

    Legal advice on the structuring of investments, including real estate, private equity, and other alternative investments, to align with your wealth management goals.

  • Business Succession Planning

    Expertise in planning and implementing strategies for business succession to ensure a smooth transition and continuity of your business interests.

  • Marital Issues and Guardianship

    Legal advice on marital property regimes and related issues, including drafting prenuptial agreements, cohabitation contracts, dissolution agreements, and cohabitation agreements. Also, we advise on matters related to guardianship, including drafting notarial minutes or deeds of declaration concerning potential incapacity situations.

  • Dispute Resolution

    Skilled representation in wealth-related disputes, including will contests, trust disputes, and litigation involving fiduciary and other contractual duties.