Succession done right: gradual, intentional, and built to last

Roberto Freitas, our partner and Head of Wealth Planning, spoke with Broadcast | Agência Estado about the importance of succession planning that is thoughtful, gradual, and tailored to each family’s dynamics.

He emphasizes that a well-structured succession should unfold progressively, allowing generations to coexist and collaborate before a full transfer of leadership takes place.

In practice, he highlights the value of lifetime donations with restricted rights, such as fund shares with reserved usufruct, as a strategy to help heirs gradually acclimate to their roles. This approach enables ownership without compromising governance.

Roberto also points out a key challenge: preparing responsible shareholders, particularly among heirs who are not directly involved in the family business.

The interview was published on Broadcast’s terminal and also featured by UOL Economia and IstoÉ.