Utumi Advogados

Firm Details:

Managing Partners: Ana Cláudia Akie Utumi

Number of partners:2

Number of lawyers:6

Languages:English, Portuguese

Firm Overview:

Utumi Advogados was founded in 2017 as a boutique law firm fully dedicated to Tax Law and Wealth Management. The firm has a unique expertise in the taxation of high-net-worth (HNW) individuals and families, succession planning and asset planning. Its multidisciplinary team includes professionals with experience in family, corporate and tax law who often work along with family offices, international private banks and other players to provide our clients with the best solutions.

The expertise in international taxation makes a difference to assist Brazilian HNW families, who normally have assets in different countries, as well as family members with different citizenships and tax residencies. Utumi Advogados has assisted families in Brazilian tax matters concerning the purchase and sale of assets in Brazil and abroad (companies, real estate properties, financial investments, etc.).

In the field of succession planning, Utumi Advogados assists families in tax matters deriving from the reorganisation of wealth by means of family holdings, gifts with or without usufruct, use of fiduciary structures, wills, probates, etc.

Main Areas of Practice:

Wealth Management:

Taxation of high-net-worth individuals and families, succession planning and asset planning. Tax matters concerning the purchase and sale of assets in Brazil and abroad (companies, real estate properties, financial investments, etc.). Assistance to families in tax matters deriving from reorganisation of wealth by means of family holdings, gifts with or without usufruct, use of fiduciary structures, wills, probates, etc.

Tax Consulting:

Strategic tax consulting on a wide range of business and personal tax issues,involving direct and indirect tax, sector and industry taxation (financial and capital markets, telecommunications, cosmetics, pharmaceutical, chemical, retail, etc.), international taxation, among others.

Tax Opinion:

Legal opinion related to tax matters and risk assessments to support decision-making that can significantly impact businesses, administrative or judicial defenses, deciding on accounting provisions or not, prospects for success of active or passive claims, etc.

Tax Policy:

Technical advice in strategic tax discussions with federal, state and municipal authorities and governments, business associations, multilateral agencies, etc.

Tax Litigation:

Advice and representation in tax litigation at federal, state and municipal levels, both in the administrative and judicial spheres.