Family Wealth & International Investment: Estate Planning for US–Brazil Families Using Luxembourg Holding and Investment Structures

Luxembourg structures are widely used by internationally mobile families and entrepreneurs to organize cross-border investments and consolidate assets. In this context, estate planning and succession governance are often addressed too late. This webinar will explore how estate planning intersects with Luxembourg holding and investment structures commonly used by US and Brazilian families, with a focus on (i) the US perspective; (ii) Brazilian tax law considerations, and (iii) practical pitfalls that can disrupt continuity and trigger disputes. 

Introductory Remarks:

Vinicius Aquini, McDermott Will & Schulte, New York, NY

Bruna Medeiros, Demarest Advogados, Sao Paulo, Brazil

Panelists:

Helen Naves, HNaves Advogados, Sao Paulo, Brazil (moderator)

Renato Vilela Faria, Martins Villac Advogados, Sao Paulo, Brazil

Glenn G. Fox, Baker McKenzie, New York, NY

Ekaterina Lebedeva, Independent Corporate & Finance Lawyer, Luxembourg