Providere

Expertise

Three pillars, one view
of all your wealth

Expertise

What we do

Each pillar is read alongside the other two, because that is how wealth decisions are made.

Wealth

  • Wealth consolidation report

    Wealth is usually spread across banks, countries and structures, with no one seeing the whole. The report brings everything together in a single, up-to-date document that serves as the basis for any decision.

  • Wealth protection

    What took decades to build can be exposed by a single misjudged decision. The right structures organise the ownership of assets and protect wealth from risk and litigation.

  • Governance

    Family disputes almost always begin with a rule that nobody wrote down. Governance means writing it down beforehand: who decides what, how the next generation joins, and what happens when someone wants to leave.

  • Philanthropy

    Giving is also a wealth decision, with its own legal and tax framework. Providere structures the family’s donations and projects so that the intention reaches those meant to receive it in full.

  • Concierge

    The domestic staff contract, the dog’s travel, the school enrolment. This is the part of a move that nobody writes into the contract, and it decides whether the family settles in well or spends months clearing loose ends.

Tax

  • Tax compliance

    Obligations filed on time, in every country where there are assets, with no surprises when the year closes. Compliance is what keeps every other decision standing before the tax authority.

  • Tax litigation

    Sooner or later a disagreement with the tax authority arises, over the amount or over the classification. The defence is prepared in advance, with the documentation that supports the client’s position from the outset.

  • International operations

    Investing, transferring or reorganising between countries calls for the sums to be done beforehand, not afterwards. The same transaction can be taxed twice or not at all, and the difference lies entirely in the planning.

Principles

How Providere works

  • Foresight

    Providere is Latin for seeing ahead. The cheapest decision is the one made before the problem.

  • Discretion

    Family and wealth matters do not circulate. What is discussed here stays here.

Fernanda Kubrusly, founder of Providere
  • Led by the founder

    Wealth, Tax and Legal in the same conversation, with the founder leading every case.

  • Integrated view

    Wealth, tax and legal considered together. No decision goes out with one area left open.

In practice

“My wife wants to bring her jewellery collection. Could she be liable for tax on it?”
TaxLegalA question that reached ProvidereOne of three, all real

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How we work

Advice that stays close, wherever the client is

  • Not only the question

    In whatever life brings, not only in what brought the client.

  • Practicalities included

    Domestic staff contract, pet travel and the children’s school enrolment.

  • Confidentiality built in

    Nothing discussed here leaves here, not even as a case study.

  • Clients arrive by referral

    The recommendation says what matters. The site only confirms it.