Widespread in the developed world but still a taboo in Brazil, wealth and succession planning is a tool for organization, forecast, and anticipation which benefits the individual in many stages of his(her) life. Both the experient patriarch (matriarch) and the ascending professional may benefit themselves as well as his(her) loved ones upon timely planning in relation to unhappy marriages, unexpected creditors, or unwanted heirs.

The family business may have its good management and longevity assured through correct planning. Investments and businesses abroad are a growing reality for Brazilians and a good planning must know how to deal with them in light of Brazilian law, as well as of the law of the jurisdiction where they are. Tax issues also play an important role in planning.