Organize your assets before choosing a structure.

Explore an illustrative simulation and organize questions about assets, family and continuity. Assessing your case requires reviewing the documents and applicable assumptions.

Free initial simulationNo CPF requiredIllustrative assumptions

Start with the information that needs organizing.

Asset Protection

Lawful structures to organize risks, assets and responsibilities.

Organized Succession

Planned transfers to reduce conflict and preserve continuity.

Tax Efficiency

Analysis of lawful alternatives and their tax impacts.

Family Governance

Clear rules for management and continuity across generations.

Compliance

Documented structures subject to applicable rules.

Wealth and complexity

Do you have an organized view of your assets and documents?

Real estate, businesses, investments and family documents need to be considered together. An initial map helps define what still needs to be gathered or reviewed.

Asset concentrationSignificant assets held in a few structures may reduce flexibility and liquidity.

Multiple family interestsHeirs, spouses and different generations require clear governance.

Obligations and recordsTaxes, registries, valuations and documents need coordination.

QUESTIONS TO ORGANIZE

Consider documents, responsibilities and continuity.

The assessment gathers information about assets, expenses, responsibilities and objectives to guide discussion with the professionals involved.

ITCMDSuccession taxation

Probate and feesProfessional management and support

Notaries and registriesAsset formalization

Asset fragmentationGovernance and continuity

Inter One Estate Planning

Context first. Then the alternatives.

A holding company is one possible tool, not the starting point. Analysis begins with the family's facts, objectives and responsibilities.

01Assessment

02Simulation

03Structuring

04Implementation

05Compliance

Potential strategies

Alternatives that can be considered.

Applicability depends on the assets, tax costs, family, municipality and objectives for control and continuity.

Asset Holding CompanyCorporate organization of assets.

Succession PlanningCoordination of asset transfers.

Gifts of Ownership InterestsSimulation of events and control.

UsufructPreservation of rights and benefits.

Family GovernanceRoles, decisions and continuity.

Asset OrganizationDocumentation, values and responsibilities.

ComplianceAccounting and recurring obligations.

Inter One | Wealth & Succession Simulator

Explore the data before requesting a review.

The simulation uses illustrative parameters. Use it to organize questions, without treating the values as an individual calculation.

Your assetsStep 1 of 3

Your assets

Let's start with the assets you want to protect.

Use approximate values. You can review everything before finishing.

StateMunicipalityApproximate value of real estate assetsNumber of properties

Reported assetsR$ 3.000.000

Back