Roberto Freitas
Partner Head of Legal & Wealth Planning at G5 Partners
Based in São Paulo, Brazil
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Seniority
C-Team
Department
Legal
Location
São Paulo
Industry
Financial Services
Company size
165
Contact information
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r•••••••@g5partners.com
Phone
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Background
About Roberto Freitas
I lead the Legal and Wealth Planning departments at one of Brazil’s top independent financial services firms specializing in wealth management and investment banking, bringing 20+ years of experience in wealth planning, corporate, and tax law.On the Wealth Planning side, I design wealth and succession planning solutions for business families and UHNW clients, with a strong emphasis on governance and tax efficiency.I coordinate multidisciplinary teams (e.g, legal, compliance, tax, investments, and fiduciary) to implement onshore and offshore structures and corporate reorganizations tailored to complex family groups. I also participate actively in boards and family committees, helping stakeholders navigate regulatory and tax developments, succession matters, and legacy preservation strategies.
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