Succession Planning and Asset Holding Structures Brazil

Service Brochure

Over decades of handling all kinds of inbound and outbound foreign exchange transactions and supporting credit-raising operations, everything has always come down to something simple: we need solutions. And that is exactly what Propósito offers: solutions.

David Pokorski

Financial Manager

Propósito Partners is a company that maintains a very close relationship with its clients, which is why it is able to provide customized financial solutions. In addition, it has a highly competent team of professionals who are fully committed to generating results for its clients.

Sergio S Junior

Administrative Director

Working with Propósito Partners has been a great pleasure, always with a strong sense of security, courtesy and integrity in all processes, and with a great deal of agility. That is what we have experienced throughout our relationship with the company. We have been able to see consistent results in every project carried out for our business.

Adriano Pasa

Owner-Partner

Financial Growth Through Strategic Estate Planning

At Proposito Partners, we believe estate planning is essential to protect your wealth, ensure business continuity, and prevent family conflicts. Structuring a holding company allows you to organize your assets efficiently, reduce tax burdens, and increase legal security.

Through personalized analysis and tailored solutions, we help our clients prepare their succession plans with peace of mind — reducing uncertainties and optimizing the transfer of wealth.

By creating a holding structure, you can centralize the control of family assets, simplify business management, and secure a lasting legacy for future generations.

Strategic Holding Structure Analysis

Reduced tax costs in the inheritance process

Easier administration and control of assets

Asset protection against risks and disputes

Conflict-free, planned succession among heirs

Family governance and continuity of business operations

Goals of Estate and Asset Planning

Estate and wealth planning go far beyond organizing assets — they ensure the preservation of your family legacy, continuity of business, and legal security throughout the succession process. With clear objectives, it’s possible to protect assets, reduce disputes, and optimize taxes through intelligent, strategic structures.

Ready to Take Your Real Estate Planning to the Next Level?

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We specialize in financial solutions for individuals and businesses. Above all, we are your business and life partners.

R. Antônio Carlos Berta, 475

(51) 2500-7367

(51) 2500-7367

R. Antônio Carlos Berta, 475

Succession Planning Brazil

Financial Growth Through Strategic Estate Planning

Strategic Holding Structure Analysis

Goals of Estate and Asset Planning

Minimize Tax Burden

Preserve Asset Control

Ensure Legal Security

Ready to Take Your Real Estate Planning to the Next Level?

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