TOPIC

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1. Integrated wealth architecture: aligning operating assets, financial assets, and family holding structures

• Structuring through holding companies (onshore and offshore) for efficiency and control

• Clear separation between business and personal wealth

• Consolidation of multigenerational wealth governance frameworks

• Optimization of asset allocation across classes and jurisdictions

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2. Succession planning: business continuity and preservation of family legacy

• Establishing clear succession rules and merit-based criteria

• Use of legal instruments (wills, trusts, shareholder agreements)

• Preparation and development of the next generation

• Minimization of conflict risk and wealth fragmentation

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3. International structures: diversification, protection, and tax efficiency

• Use of trusts, foundations, and global investment vehicles

• Geographic and currency diversification of wealth

• Assessment of regulatory risks and global tax compliance

• Planning for tax and regulatory changes in Brazil and abroad

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4. Wealth governance: discipline, transparency, and structured decision-making

• Implementation of family offices and wealth councils

• Definition of investment policies and risk management frameworks

• Consolidated reporting and performance monitoring

• Integration between family members, managers, and advisors

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5. Liquidity events and reinvestment: strategies across value-creation cycles

• Liquidity planning (business sales, IPOs, dividends)

• Reinvestment into global and alternative assets

• Balancing income, growth, and capital preservation

• Building resilient long-term portfolios with a multigenerational horizon