International asset structuring
Protection, dollarization, and perpetuation of your assets.
Structuring trusts and wealth management strategies for Brazilian families and entrepreneurs within the American financial system.
Many Brazilian families have built up wealth over decades, concentrating it within a single jurisdiction, currency, and regulatory environment.
Although natural, it can limit the efficiency of wealth management in the long term and increase exposure to risks, such as:
- Political and economic instability;
- Currency devaluation;
- Legal uncertainty and regulatory changes;
- Inheritance disputes and lengthy probate processes.
These factors impact the continuity of wealth across generations.
International structures are part of a balanced asset strategy with long-term objectives; after all, legal, geographic, and monetary diversification is no longer an option.
Legal system and the structuring of your assets.
It's not just the choice of assets that matters, but also the legal system under which those assets are organized. While Brazil is governed by the Civil Law system, the US, as well as other Anglo-Saxon countries, is governed by Common Law. Understand the differences:
Civil Law (Brazil)
Assets are directly linked to an individual or legal entity. This implies:
- Estate transfer is generally carried out through probate;
- Processes that tend to be public;
- Less flexibility in defining asset rules;
- A more rigid legal framework for estate planning.
Common Law (USA)
The possibility of structuring assets independently of the individual. This allows for:
- Possibility of establishing trust structures;
- Separation between legal and beneficial ownership;
- Structured succession in a private manner;
- Greater flexibility in asset governance.
How does a fiduciary structure or Trust work?
A trust is a legal instrument that is only possible within systems based on Common Law.
It allows a Settlor to transfer assets through a constitution document (Trust Deed or Settlement of Trust) to an independent structure, the Trust, which will be managed by a third party (Trustee), for the benefit of the settlor. beneficiariesin accordance with the rules defined by the founder in the establishment of the fund.
This separation between those who manage, those who benefit from, and those who establish the assets generates protection, privacy, and planning for future generations.
Benefits of the fiduciary structure
Asset protection
The assets are no longer directly linked to the individual, reducing legal and financial risks.
Succession planning
It allows you to organize the transfer of assets without the need for traditional probate processes.
Privacy
Fiduciary structures are private agreements, unlike public succession processes.
Asset governance
Clear rules for managing and distributing assets.
International planning
The possibility of structuring assets in more stable jurisdictions.
Wilson Cotrim
Managing complex structures requires more than just market knowledge.
With a professional background built directly in the United States financial environment, he operates within one of the most rigorous systems in terms of regulation, governance, and supervision.
Graduated in Business Administration from Michigan State University, It has been operating in the American financial market for over a decade, under license from the American regulatory system. Nationwide Multi-State Licensing System and Registry – NMLS license ID 1420309
Its operation is subject to federal audits and examinations, ongoing education, and constant regulatory oversight, leaving no room for improvisation. This is a responsibility to the U.S. government, ensuring high standards of transparency and safety.
Throughout its history, it has structured an ecosystem of specialized companies, with the goal of connecting clients to different aspects of the American financial system in an organized and strategic way.
An ecosystem of
Financial and asset solutions
Summit Global Management acts as a platform integrating different specialized companies, each focused on a specific area of the American financial system. This allows them to meet distinct needs within a coordinated and strategic model. Learn more about the group's companies:
Stream of Home Loans
Real Estate Financing in the United States Company specializing in residential real estate credit intermediation, acting as a mortgage broker and connecting clients to a network of lenders for access to different financing and refinancing structures.
Stream of Capital
Financing solutions for businesses A platform focused on providing access to capital for small and medium-sized enterprises, offering different types of business credit with streamlined processes and structures adapted to the operational needs of businesses.
Stream Asset & Wealth Partners
International Wealth Structuring Company dedicated to wealth organization through fiduciary structures, focusing on estate planning, asset protection, and international diversification.