Tailored executive advisory.

01

Governance, compliance and internal investigations

Integrity programs that work in day-to-day operations, not only on paper.
Design and review of integrity programs, risk matrices, policies, whistleblowing channels and internal investigations, supported by technology and continuous auditing.

• Integrity program assessment and design (Brazilian Clean Company Act, Law 12,846/2013)
• Compliance risk mapping and risk matrix
• Policies, code of conduct and training
• Independent internal investigations, from fact-finding to final report
• Whistleblowing channel and case handling
• Third-party integrity due diligence
• AI-supported monitoring and continuous auditing
• Crisis management and reputational incident response

Who it is for: Companies that need to implement, mature or demonstrate the effectiveness of their compliance function.

02

Boards and committees

Boardroom experience, at the service of your board.
Service as an advisory or independent board member and committee member, and design of governance bodies for companies that are growing or in transition.

• Advisory or independent board member
• Audit, risk, ethics and compliance committee member
• Creation and restructuring of advisory committees
• Bylaws, approval authorities and decision flows
• Board and executive evaluation
• Governance readiness for investors, succession or IPO

Who it is for: Shareholders, founders and boards seeking more mature and independent governance.

03

Business management

An outside executive view to unlock decisions and put the house in order.
Support for partners and executive teams on management, organization and strategic decisions, combining legal, risk and business perspectives.

• Organizational and process assessment
• Building legal, risk and internal control functions
• Support for strategic decisions by partners and executives
• Restructurings, transitions and reorganizations
• Stakeholder and regulator relations
• Executive and leadership mentoring

Who it is for: Family businesses, mid-sized companies and groups going through growth or change.

04

Holding structures and estate planning

Wealth organized today, continuity secured tomorrow.
Design of holding companies and wealth and succession planning for business families and investors, with a tax perspective and governance that preserve assets and prevent conflict across generations.

• Family, asset and investment holding company structuring
• Succession planning and wealth organization
• Shareholder agreements and family protocols
• Family governance and family councils
• Asset protection and risk segregation
• Tax planning and efficiency

Who it is for: Business families, entrepreneurs and investors who want to organize their wealth and prepare for succession.

05

Special situations asset acquisition

A good acquisition starts long before the bid.
Advisory for investors and companies acquiring real estate and other assets through judicial and out-of-court sales in Brazil, from reviewing the sale notice to post-acquisition regularization.

• Opportunity screening and sale notice review
• Title, liens, debts and occupancy analysis
• Risk assessment and total acquisition cost estimate
• Bidding strategy and bid ceiling
• Support throughout the bidding process
• Coordination of post-acquisition regularization, with specialist partners when needed

Who it is for: Individual investors, family offices and companies seeking discounted assets with controlled risk.