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Work Background
AFW AdvisoryPartner
Jul. 2023São Paulo, BrazilGlobal clientele of AFW Advisory is served by a wide array of capital market offerings, fund services, and management services. We work with corporations, small and medium-sized businesses, and families. In order to ensure that our clients can easily traverse the complexity of constantly changing norms and regulations, we offer both local awareness and specialist knowledge worldwide. We collaborate with you, supporting your company's internationalization by helping you manage risk and streamline your worldwide operations. Os clients da AFW Advisory são atendidos por uma ampla gama de ofertas de mercado de capitais, serviços de fundos e serviços de gestão de patrimonio. Trabalhamos com corporações, pequenas e médias empresas e famílias. Para garantir que nossos clientes possam atravessar facilmente a complexidade das normas e regulamentos em constante mudança, oferecemos conscientização local e conhecimento especializado em todo o mundo. Colaboramos com o cliente, apoiando a internacionalização da sua empresa, ajudando-o a gerir riscos e a agilizar as suas operações a nível mundial.
Martins & Dearo Advogados AssociadosPartner
Jul. 2023Porto Alegre, Rio Grande do Sul, BrazilExamining the fundamental family and/or business situation in order to offer tailored solutions that incorporate tax, estate, and financial planning both domestically and internationally. The task involves determining the needs of families and businesses in order to design the best possible investment path, guaranteeing the combination of personal and family assets, and providing families and businesses with a comprehensive solution. —- Examinar as situações familiares e corporativas para proporcionar soluções específicas que combinam an avaliação em investimentos com as soluções legais para planejamento sucessório, incluindo proteção patrimonial e planejamento successório. Em relação à consolidação do patrimônio pessoal e familial, o trabalho consiste em reconhecer as necessidades das empresas e famílias para traçar a jornada de investimentos mais adequada. Portanto, traz uma solução completa para as famílias e empresas.
Monte BravoIndependent Financial Advisor
Feb. 2022 - Jul. 2023Study of the core family and/or corporate scenario to present customized solutions that integrates both financial advice, tax and estate planning in Brazil and abroad. The work consists on identifying the needs of families and corporations to outline the most appropriate investment journey, ensuring the consolidation of personal and family assets, thus bringing a complete solution to families and companies. —- Analisar a realidade familiar e corporativa para apresentar soluções customizadas que integram tanto a assessoria em investimentos quanto as soluções jurídicas para planejamento sucessório, proteção patrimonial e otimização tributária. O trabalho da assessoria em investimentos consiste em identificar as necessidades das famílias e empresas para traçar a jornada de investimentos mais adequada, zelando pela consolidação do patrimônio pessoal e familiar, trazendo, portanto, uma solução completa para as famílias e empresas.
Martinelli AdvogadosHead of International Department
Jan. 2016 - Feb. 2022Porto Alegre, Rio Grande do Sul, BrazilAdvogada do Departamento Internacional do Martinelli Advogados, com foco em assessoria jurídica e pareceres jurídicos a clientes brasileiros e estrangeiros, principalmente em negociações e litígios cross borders. Especializada na: (i) constituição de empresas no exterior considerando planejamento tributário, fiduciário e patrimonial para pessoas físicas de alto patrimônio (HNWI), (ii) constituição de sociedades subsidiárias / holdings no exterior com foco na tributação global e tomada de sociedade controlada estrangeira (CFC) regras em consideração, definindo um sistema de imposto de renda destinado a definir o melhor imposto usando empresas offshore e outras entidades de baixa tributação de acordo com suas jurisdições e (iii) outras questões internacionais relacionadas com a elaboração de acordos comerciais (operacionais, licenciamento, distribuição, etc.). Lawyer of the International and Commercial Department, focused on providing legal assistance and legal opinions to Brazilian and foreign clients, mostly on cross boarder commercial negotiations. Including but not limited to: (i) establishing companies abroad considering tax, trust and estate planning for high-net-worth individuals (HNWI),(ii) establishing subsidiares/holdings companies abroad focused on the global taxation and taking the Controlled foreign corporation (CFC) rules in consideration, defining an income tax system designed to define the best tax by using offshore companies and other low taxed entities according to its juridisctions and (iii) others international matters related to the drafting of commercial agreements (operational, licensing, distribution etc).
TPW Todt & Partner GmbH & Co. KG WirtschaftsprüfungsgesellschaftIntern in TPW Rechtsanwaltsgesenllschaft mbH
Feb. 2015 - Feb. 2015Hamburg e Região, AlemanhaStudy of the German legal system and the basic elements of German law. Preparation of an overview of common corporate legal forms in Germany with structural characteristics and differences in German, which turned out to be very helpful for future client relationship management of international mandates.
Martinelli AdvogadosLawyer
Jan. 2015 - Mar. 2018Joinville, Santa Catarina, BrazilAdvogada do Departamento Comercial e Internacional com o objetivo de prestar assessoria jurídica e pareceres a clientes brasileiros e estrangeiros, principalmente em negociações comerciais cross boarder. Elaboração de contratos de concessionárias, vendas de mercadorias, contratos de licença, contratos de empréstimo e outras. Atendimento a Private Clients (divisão de ativos, estruturação de empresas no exterior, planejamento patrimonial, planejamento tributário internacional). Representação de clientes perante órgãos federais para discussão de assuntos internacionais. Lawyer of the International and Commercial Department in order to provide legal assistance and
opinions to Brazilian and foreign clients, mostly on cross boarder commercial negotiations Drafting contracts of dealership agreements, sales of goods, license agreements, loan agreements and
others. Private Clients assistance (division of assets, structuring companies abroad, estate planning, international tax planning). Representation of clients before federal organs in order to discuss international matters.
Martinelli Advocacia EmpresarialIntern - International Department
Jan. 2013 - Jan. 2015Joinville e Região, BrasilIntern of the International and Commercial Department, working along with the Coordinator of the Customs Area in order to provide legal assistance and opinions to Brazilian and foreign clients, mostly on cross boarder commercial negotiations. Assistance to Senior Lawyers on Administrative, State and Federal Court Procedures and Litigation. Administrative procedures related to the Brazilian National Institute of Industrial Property. Drafting of Contracts on International transactions (including bilingual versions).
Areas of Expertise: Customs Law, Import and Export Matters, Civil and Contractual Law, Tax Law, Administrative Law and Business Law, Immigration Law.
Caixa Economica FederalLegal Department Intern
Aug. 2012 - Jan. 2013Joinville e Região, Brasil
Martinelli AdvogadosIntern - Perini Business Park
Jan. 2010 - Aug. 2013Joinville e Região, Brasil
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