Succession

V2M provides tailored succession planning services designed to ensure the continuity and sustainability of family assets and businesses. Our approach is highly personalized and strategic, focusing on the specific circumstances of each individual and family, as well as the unique characteristics, risks, and objectives of the business.

Our services include:

• Comprehensive diagnostic of personal, family, and corporate dynamics to identify risks, bottlenecks, and succession goals;
• Structuring succession plans to mitigate conflicts, safeguard governance, and ensure seamless continuity of operations and family legacy;
• Detailed mapping and organization of assets—including real estate portfolios—to streamline legal and operational processes, ensuring clarity and legal certainty for all stakeholders;
• Drafting and implementation of robust legal instruments, including wills, family agreements, shareholder agreements, prenuptial agreements, and governance protocols;
• Corporate restructuring and document adjustments to align business structures with long-term succession strategies;
• Execution of donations, asset transfers, and official registrations at public notaries, with dedicated support for real estate transactions and registrations;
• Structuring and contracting of tailored insurance policies to strengthen and complement the succession strategy;
• Advisory on long-term family governance frameworks, fostering clarity, alignment, and sustainable management across generations.

We adopt an approach marked by the utmost respect, confidentiality, and professionalism that this sensitive topic requires. All services are performed by experienced professionals who operate under strict Non-Disclosure Agreements (NDAs), ensuring full discretion and trust at every stage.

V2M delivers succession solutions that are not only compliant with Brazilian legal requirements but strategically designed to protect, preserve, and enhance the value of your assets and business. We help you anticipate risks, avoid disputes, and build a solid foundation for future generations.