Legal adviser to families who hold assets and earnings in Brazil and abroad, in the organization of country change processes, incorporation of companies and investment vehicles, estate and succession planning, aiming at the protection of assets and the facilitation of succession process, taking tax efficiency strategies into consideration.
Law Degree from the Pontifical Catholic University of São Paulo (PUC/SP). Specialist in Tax Law from Fundação Getúlio Vargas (FGV/SP) and PUC/SP. Master’s in Tax Law from PUC/SP. Professor of Tax Law in graduate courses. Clear pass at the “Contracts” and “Justice” courses organized by Harvard University.
In-depth experience in structuring equity elements for the purpose of protecting and managing assets, as well as facilitating succession processes in Brazil and abroad, with more than 20 years of experience in renowned law firms and in a Big Four consulting firm. Member of the Brazilian Bar Association (OAB), the Portuguese Bar Association (OP) [in the process of licensing to operate throughout the European Union], the São Paulo Lawyers Association (AASP) and the São Paulo Lawyers Institute (IASP).
Author of the book “The principle of non-retroactivity in Brazilian tax law” 2014 and the articles “Transfer Price and the constitutional limits of profit adjustment” 2007, “Legal Security and Liability arising from the declaration of unconstitutionality of ICMS tax incentives” 2015 , and “Compliance in business associations, from the book Compliance in perspective: in corporate governance and business ethics”, 2019.
He participated in several projects for structuring companies and entrepreneurs’ assets to create instruments for tax protection and efficiency in Brazil and abroad. He has conducted and has been acting in administrative and judicial tax proceedings, with excellent results, both to avoid undue charges and to recover amounts unduly paid.
