CAZOSSociedade de Advogados, RL
Wealth & Governance: Family Capital

Wealth & Governance: Family Capital

Legacy is not improvised, it is built. Legal management of large fortunes and succession.

Wealth & Governance: Family Capital
Overview+

Preserving wealth through generations requires sophisticated and discrete legal architecture. We support business families and High-Net-Worth Individuals (HNWI) in managing, protecting, and transmitting their assets.

We develop family protocols that regulate the relationship between family and business, preventing conflicts and professionalizing management. We structure investment vehicles (Family Offices) and complex wills.

We understand that managing family capital is managing emotions, expectations, and legacies. Our approach is personal, confidential, and long-term.

Private Client Services

  • Family Protocols & Governance

    Creation of clear rules for succession, employment of family members, and family governance bodies (Family Council).

  • Succession Planning

    Drafting of wills, donations, and fiduciary structures for efficient wealth transfer.

  • Family Office Structuring

    Legal and tax incorporation of family wealth management offices.

Experience+

Legacy Management

Succession in Family Business Group

Family Governance

Design and implementation of Family Protocol for leading retail group, facilitating handover to 3rd generation.

HNWI Asset Restructuring

Asset Protection

Consolidation of dispersed real estate and financial assets into efficient and secure holding structure.

Insights+