- Structuring of Finance, Holding, Royalty and Trading vehicles
- Set-up of standard or custom–made constitutive documents
- Registration of constitutive documents with local authorities
- Provision of domicile and registered agents
- Supply of management and local substance
- Opening bank accounts in several countries and banking institutions

Included in our services are the necessary assistance to identify which models of structures and jurisdictions meet the needs of each client, as well as the fulfillment of legal obligations in each jurisdiction and all assistance for the indication and opening of bank accounts. We encompass all the professional activities necessary to maintain an active business structure.
- Technical advice for implementing structure
- Writing and recording instruments of Trusts and Statutes of Private Foundations
- Provision of trustees, protectors and supervisory board

News
23 de October de 2025
We are honored to share that DR Asset Planning is eligible to be nominated for Corporate Services Provider of the Year at the 2025 Financial Services […]
23 de October de 2025
The Supreme Federal Court (STF) has resumed deliberations on an issue of great importance for Brazil’s corporate and wealth management landscape: the immunity from ITBI (Tax […]
23 de October de 2025
A New Era of Transparency: How Switzerland’s AML Reform Reflects a Global Shift in Wealth Governance
Switzerland’s Federal Council has opened consultations on extending the country’s Anti-Money Laundering Act (AMLA) to cover professionals who advise on the creation and structuring of legal […]
