International Succession Planning: Conversas Que Importam – Episode One – Protecting Wealth Without Borders

Welcome to Conversas que Importam, the podcast led by Mauricio Cargmanani, Head of JTC Brazil, bringing you honest, thought-provoking perspectives on global wealth stewardship with a focus on Brazil.

In this episode, we explore the new geography of wealth – from international succession planning, international estate planning and borderless investment strategies to global mobility, tax residence, and asset protection. We’ll also dive into the critical role of family wealth and legacy planning in protecting wealth and preserving family harmony across generations. And as regulatory regimes and tax rules continue to evolve, we’ll unpack what high-net-worth families, including Brazilian families with international assets, need to reassess to stay secure, compliant, and prepared for the future.

In this first episode, Mauricio is joined by Renato Marques from Hennenberg Ferreira Marques Advogados. 

They discuss international succession planning, cross-border wealth planning and asset protection including:

• The most common international structures for investment strategies
• The role of legal counsel in the client’s investment strategy
• Key considerations and best practices for making domestic and overseas investments
• When to start considering investing in fiduciary structuring as part of wider international succession planning 

Please note, this podcast is in Portuguese.

Meet our Host and Guest

Mauricio Carmagnani – Host

Mauricio joined JTC in 2025 bringing two decades of international experience in financial services, trust management, and corporate finance. Mauricio has a proven record of driving growth, strengthening client relationships, and building high-performing business ecosystems. His career spans key leadership roles across global markets, where he has developed deep expertise in CRM, investment structuring and fund administration to deliver strategic, measurable impact.

Renato Marques – Guest

Renato Marques is a lawyer and partner at Henneberg Ferreira Marques Advogados, with a practice focused on estate planning, succession planning, international structures and solutions for families and entrepreneurs, including estate planning for Brazilian families and cross-border wealth planning.

In addition to his legal experience, Renato has also worked in financial and international fiduciary services.

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