Changes in inheritance taxation are leading many families to anticipate the transfer of their assets. But is making an early gift, on its own, an effective succession planning strategy?

In an interview with O POVO CBN Cariri Radio, our founding partner, Alamy Candido, discussed the impact of the new rules and emphasized that effective succession planning goes far beyond reducing taxes.

It is not just about transferring assets. It is about establishing governance rules, preparing the next generation, and creating the conditions for family wealth and businesses to be preserved and carried forward across generations.

For Alamy, this process is also educational and needs to be built over time. Preparing successors to take on their responsibilities can take anywhere from one to three years.