Protect and pass on

Wealth and Succession Planning

Legal, accounting and financial structure for the assets of the partners and of the family: what protects them now and what settles the succession before it happens.

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Who this work is for Wealth and Succession Planning

The work pays off when the company recognizes itself in at least one of these profiles.

Business owners with assets in their own nameOr about to acquire them, which is the cheapest moment to decide the structure.
Business families with no holding company or no structured successionMore than one generation involved in the business, and no written rule.
Heirs exposed inside fragile structuresAnyone who received a stake without understanding what risk it is tied to.

Partners exposed to tax and civil riskA partnership with no agreement, with personal guarantees given for the company.
Companies expanding, raising capital, succeeding or sellingEvery process that brings a third party in starts by looking at the structure that already exists.

What it is Wealth and Succession Planning

Legal structure, shareholder agreements, family governance, succession.

Here the work looks at the partners and their families: the legal structure that gives the most protection and the most savings, both while the assets grow and when they pass on. It runs through the shareholders' agreement, family governance, compensation plans for key people and the way the assets are exposed today.

The first step to winning is not losing. A personal asset exposed to the risk of the business, or a family with no agreed rule, costs more than any tax: a fight between partners or between heirs brings down in months what took decades to build.

What this solves Wealth and Succession Planning

You built all of it from scratch and never stopped to think about what happens to it without you.

While that conversation waits, the assets stay in your own name, which is where tax enforcement and labour claims hit first.

What you are left with

A map of the assets
Design of the proposed structure
Shareholders' agreement and succession rules
Tax comparison
Implementation calendar

Ocean Tax in numbers

recovered for clients: R$ 160M+recovered for clients
companies served: 400+companies served
states served: 21+states served
partner firms: 110partner firms

10+ years of founder experience · We serve clients in Brazil and abroad

Tell us what your company is facing today.

You do not need to arrive with the diagnosis ready. The team reads the context and points the conversation to whoever can assess the case properly.

Common questions

Is this only for people with a lot of assets?

It is about complexity more than about size: more than one company, partners, children, properties in different names. If your structure today fits on one page and there is no partner and no successor, it is probably not the moment yet.

Do I have to decide the inheritance now?

No. The planning organises the structure and the rules, and does not force you to give up anything while you are alive. Most of the work is about protection and clarity, and the division comes when the family decides it comes.

Is asset protection legal?

Asset protection is a legal strategy. What exists are solid structures, which respect the law and hold up when challenged, and structures thrown together to hide assets from a creditor. The second kind falls apart in the first lawsuit, and it is exactly what we do not do.

Who leads the project at Ocean Tax?

Matheus Mattes follows the structuring of every asset planning project closely, with the tax and corporate law team alongside.