Proteção Patrimonial
What we do
Strategic planning to preserve, structure and transfer global wealth across generations. Combining tax, corporate, succession and estate law, we advise individuals and families on the protection, governance and orderly transfer of private and business assets across jurisdictions.
- Wealth ownership and holding structures
- Succession planning, wills and estate coordination
- Cross-border inheritance and probate support
- Family governance and intergenerational planning
- Coordination of tax, corporate, real-estate and succession matters
- Alignment of private wealth and family business structures
Who we help
High-net-worth individuals and internationally mobile families, family business owners, heirs and beneficiaries, family offices, and the private bankers and professional advisors who support them.
Frequently asked questions
• How is inheritance taxed in Portugal?
Portugal does not levy a traditional inheritance tax. However, Portuguese Stamp Duty may apply to certain gratuitous transfers of assets situated in Portugal, with exemptions generally available for spouses, descendants and ascendants. International estates may also be affected by the succession, tax and reporting rules of other jurisdictions, so each case should be assessed as a whole.
• Can I protect assets held in several countries under one plan?
Yes. We can develop a coordinated cross-border strategy for assets held in different countries, working where necessary with local counsel and other professional advisors. The objective is to align ownership, succession, governance and tax considerations while respecting the rules of each jurisdiction.
• How can I plan my estate if my family and assets are in different countries?
Cross-border estate planning begins by mapping assets, family connections, residence, nationality and existing wills or ownership structures. We then coordinate the relevant succession, tax and corporate rules to reduce conflict, duplication and uncertainty across jurisdictions.
• Can BRF Legal coordinate with my private bank, family office or advisors abroad?
Yes. We regularly work as part of a multidisciplinary advisory team, coordinating with private banks, family offices, accountants, asset managers and foreign counsel to implement a coherent and compliant strategy.
Related: Atuação · Tax & Business Structuring · Real Estate
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