Financial and Legal solutions
Simplify Your Financial Life
Instead of attempting to integrate pieces of advice and various products from multiple professionals, our clients benefit from an integrated approach and a full range of coordinated services.
WEALTH PRESERVATION
Wealth preservation is a strategy that ensures your assets grow while providing a legacy for your family.
Our advisory services provide you with proper asset allocation alternatives, estate planning strategies that help mitigate the effects of taxes, retirement design ideas, life insurance, legal and financial instruments, and protection against capital market risks.
Another key aspect of wealth preservation covers exit and succession strategies from businesses, and tax-advantaged investments that are intended to maximize income while minimizing tax burdens.
TAX OPTIMIZATION
Building wealth and protecting assets require a clear financial plan that evaluates your current financial situation and predicts the best paths to achieve your financial goals based on the decisions you can make.
A thorough tax plan is an essential component of that process, as it might reduce current and future tax liabilities, allowing you to better meet your objectives.
A critical part of making tax planning decisions is tax optimization, and our experience and expertise will guide you through the process of making tax-efficient choices that might help reduce or eliminate personal and corporate tax liabilities across multiple jurisdictions.
ESTATE PLANNING
Estate planning is the process of anticipating and arranging, during a person’s life, for the management and disposal of that person’s estate during the person’s life, in the event the person becomes incapacitated and after death.
The planning includes the bequest of assets to heirs and may include minimizing gift, estate, and transfer taxes.
At Global Brazilian Advisory we work closely with various international experts and providers which allow us to offer a range of best-in-class estate planning alternatives and services to our clients.
ASSETS PROTECTION
Assets protection is a component of financial planning intended to protect owners against the claims of creditors who are attempting to legally seize the assets.
Individuals and business entities use asset protection techniques to limit creditors’ access to certain valuable assets while operating within the bounds of debtor-creditor law.
We also provide you with financial advisory solutions to protect your family and business for unforeseen events and liquidity needs.
CURRENCY EXPOSURE
Currency exposure refers to the vulnerability of an investment based on the exchange rate between two currencies. It can affect anyone who has investments priced in another country’s currency.
The value of currency can depreciate suddenly, and that can lead to the depreciation of investments.
Our solutions and services provide you alternatives to strike the right balance, protection and liquidity across your different investments in different currencies.
INTERNATIONAL REAL ESTATE
We provide our clients with access to the best opportunities and deliver an end-to-end service that guides them through every step of their investment journey.
With an array of real estate investment options on offer, our international partners will carefully select the most suitable financial and tax structure for your investment goals, arrange direct viewings in the chosen destination at your request and support you all along the way to make your ideal transactions come true.
CITIZENSHIP AND RESIDENCY
The world keeps changing dramatically, with businesses and investment opportunities becoming more international.
For people who would like to broaden their horizons or want to provide their families with a better future, global mobility is essential.
Our broad variety of citizenship and residency programs includes 18 European, North American and Caribbean countries, allowing visa-free travel to more than 150 countries around the world and greater mobility in the European Union (EU) and the United States (US).
Contact
Global Brazilian Investments
+55 (11) 3624-0505
contato@gbrinvest.com
Av. PAULISTA, 807. CONJUNTO 2315 – São Paulo – SP – Brazil