Private Wealth 2026

BRAZIL Law and Practice Contributed by: Daniel Zugman and Frederico Bastos, BVZ Advogados | Bastos, Bari, Vilela e Zugman

BVZ Advogados | Bastos, Bari, Vilela e Zugman is a leading São Paulo-based Brazilian law firm, widely recognised for its sophisticated private wealth, tax and succession practice. The firm advises high-net- worth individuals, families and family-owned busi- nesses whose combined assets exceed BRL10 bil - lion (USD2 billion). Its multidisciplinary approach brings together deep expertise in tax, family, succes - sion and corporate law, enabling the design and im - plementation of complex domestic and cross-border wealth-planning structures. The team regularly advis - es on family holding companies, lifetime gifts, wills,

trusts, offshore structures, corporate reorganisations, governance arrangements and succession planning involving substantial and diversified assets. BVZ is particularly noted for combining technical excellence, strategic judgment and close partner involvement, providing tailored solutions that address legal, tax, family and business considerations in an integrated manner. Its track record includes high-value reorgani - sations, cross-border estate planning and sophisti - cated governance structures for prominent Brazilian families, entrepreneurs and leading business groups.

Authors

Daniel Zugman leads BVZ’s tax advisory practice, focusing on private wealth and succession planning for high-net-worth clients. He holds a PhD in Tax Law from FGV Direito SP where he also earned his Master’s

Frederico Bastos is responsible for BVZ’s tax, private wealth and

succession planning practices. He holds a Master’s degree in Law from FGV Direito SP and has completed extension courses at Universiteit Leiden, FGV, the University of Delaware and IBET. His expertise includes tax law, private wealth planning, succession matters, tax disputes and tax settlements. Frederico is a Professor of Tax Law and Private Wealth Planning at Insper, FGV Direito SP and Ibmec, and Coordinator of Insper’s Tax Settlement Observatory. He is ranked by Chambers in Private Wealth Law.

degree, and holds a Bachelor’s degree from Universidade Federal do Paraná. His experience covers tax advisory, wealth planning and succession matters as well as complex large-scale transactions, including work as a former associate at Baker McKenzie. Daniel is a Professor and Researcher at Insper, is ranked internationally by Chambers in Wealth Planning, Tax Non-Contentious and Tax Litigation, and is also affiliated with IBDT, STEP and IBRAPP. BVZ Advogados | Bastos, Bari, Vilela e Zugman 3rd Floor 1306 Brigadeiro Faria Lima Avenue Jardim Paulistano São Paulo, SP 01451-914 Brazil Tel: +55 113 284 5672 Email: administrativo@bvzadvogados.com.br Web: www.bvzadvogados.com.br

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