By Juliana Maggi Lima, Roberto Dias, Patricia Brandão, Luiza Montagnini, Bruno Medes e Gustavo Dahrug

“If you fail to plan, you plan to fail”. It is inspired by this phrase by Richard Williams, father and coach of the greatest tennis champions in the world, present in the movie King Richard, that the Family, Estate and Inheritance Planning team of DBML Advocacia has been working with its clients on the importance of planning.

Why talk about planning? And why family, patrimonial and succession?

We defend that planning is essential for anyone who cares about their own life and that of their family and should be of interest to everyone, regardless of the size of their patrimony. For this reason, we named our area thinking not only of heritage, but also of the family aspect, which we consider essential for the integral preservation of the Planner Person and his desires.

This specific positioning reflects our full dedication to planning, with attention to the best legal practices in the market, those that provide security and prevent family risks.

Today, we offer our customers more than the basics. We deliver customized solutions through a meticulous look, focused on the Planner Person-one who wants to think about their family even after their death. And, in addition to the family, we present all the instruments available for your own protection and comfort throughout life.

How do we act?

To understand in depth the needs and desires of the Planner Person, we do what we call anamnesis. This term borrowed from the healthcare field refers to interviews with the Planner Person in order to understand what their family relationships are and the personal details that may impact their wishes and concerns.

Understanding family relationships, the result of a well-done anamnesis, has already helped us to protect many families. With this assessment, in addition to visualizing risks and opportunities, we were able to assimilate the Planner’s purpose to serve them in the most rational and economical way, in addition to protecting those they want.

With such steps, we provide tailored solutions. This is also the result of the vast repertoire of partner Roberto Dias, a lawyer with more than 30 years in the area, with experience in bioethics; of our expertise in lawsuits and the learning we acquired in the offices we passed through.

It is worth mentioning that, in addition to our knowledge, we have a wide network of partners, from different areas of activity, who help us: bankers, investment advisors, accountants, psychiatrists, psychologists, neurologists, real estate appraisers, jewelry appraisers, antiques, between others.

Our experience encompasses planning with assets in several states in Brazil and abroad, families with modest assets and with large and complex assets.

Our vocation is to preserve families and fulfill the Planners’ wishes.

Want to know more?

To show that family, estate and succession planning is for everyone, throughout this month we present some legal instruments, our success stories and issues relevant to the area. Click here and access our LinkedIn!