💼 Case Study 1: Arthur M.

📌 Fact Sheet:

🔹 Type of Client: Industrial Entrepreneur.

🔹 Estimated Assets: US$26M (Twenty-six Million Dollars).

🔹 Primary Residence: 🇧🇷 Campinas (SP), Brazil.

🔹 Secondary Residence: 🇵🇦 Panama City, Panama.

🔹 Main Need: Asset protection, succession planning and international tax structure.

🔹 Service Used: Consulting for Qualified Investors – VIP Global Executive Plan + multigenerational support.

🔹 Project Duration: 3 months (strategic consulting + phased implementation).

💬 Introduction:

Over the decades, Arthur built one of the largest family-owned industries in the interior of São Paulo (Brazil). With assets worth US$26 million and a growing presence outside Brazil, he seemed to have everything under control.

But behind his success lay a structural vulnerability that threatened everything he had built.

🧭 Challenges Faced:

🔹 High tax burden on profits.

🔹 Difficulty in diversifying safely outside Brazil.

🔹 Inheritance risk: no preventive mechanism in case of death.

🔹 Total lack of protection against legal, labor or family conflicts.

🔹 Fear that his family would not know how to maintain what he built.

🔑 Strategic Solution Developed:

✅ Reorganization of profit distribution with international tax efficiency.

✅ Partial migration of financial assets to multi-currency accounts in private international banks.

✅ Creation of an irrevocable trust with family beneficiaries, oriented towards preservation and continuity.

✅ Financial education plan for children, with personalized monitoring and private counseling sessions.

✅ Structuring an offshore asset holding company in an efficient jurisdiction (with full compliance and succession focus).

📈 Concrete Results:

✅ 38% reduction in annual tax burden on profits and investments.

✅ Greater legal certainty and protection against internal and external risks.

✅ Total clarity about who will inherit what — and how.

✅ Peace of mind for the client and his wife, who now have a prepared structure.

✅ Family more involved in planning for the future.

“ I thought I needed more profit. But what I really needed was more structural intelligence. Genius showed me where I was most vulnerable and how to transform my assets into something that will truly last. ” — Arthur M. (🇧🇷 Campinas, São Paulo, Brazil & 🇵🇦 Panama City, Panama) - VIP Client