The complexity of tax legislation associated with increasingly sophisticated tax collection systems means that taxpayers need to be gradually more efficient and proactive in the tax sector, thus being able to keep their competitive advantage in the market.
Our aim is precisely to simplify this flow: legislation> interpretation> application. We understand the relevance of this topic for our clients and believe that creativity, when combined with technical knowledge, can contribute effectively to the solution of tax issues.
Relying on experts in the field, we focus our primary efforts to act on tax issues in a preventive manner and, ultimately, being equally prepared to face litigation. For this, we assist our clients with interpretation and application of standards, tax advice, tax planning, follow-up on inspections and litigation in the administrative and judicial domains.
We know that the legal relationships involving EFPC, EAPC and RPPS are invariably complex, which require specialization, legal experience and global knowledge of the functioning and business of these institutions.
Our mission is to be the best institutional investors office in Brazil. To accomplish this goal, we see your business in a contextual and systematic way, both to develop solutions adhering to the interests of each entity, and to operate its legal issues.
We are a full-service firm focused on the demands of institutional investors.
The Capital Markets area is strategic to achieving our mission of practicing Law in a unique and differentiated way.
The experience of our team in alternative markets, such as securitization and distressed, allows us to reach the next level in the area of investment structuring, thus offering innovative services to our clients.
Our services are based, above all, on a business perspective that is closer to the customer. Our team is prepared to analyze the market from the perspective of the final investor, the issuer and also the inspection. Hence, we operate in the capital markets with the main objective of structuring customized operations, offering complex instruments to facilitate the relationship between issuers and their target audience.
Therefore, in addition to advising our clients in public and private offerings, we work at all stages to establish funds, prepare regulations and conduct general meetings.
Likewise, we participate in the most diverse aspects of the relationship between the capital market and its regulators, through the monitoring of asset performance, risk management, renegotiations and debt restructurings, as well as the drafting of corporate acts and collateral agreements to funds and other means of corporate financing. These are services that we provide with the highest degree of caution, in full alignment with client's goals.
It is a business management tool that allows to systemically collect, organize, analyze, share and monitor strategic information from a business perspective. Usually, it is used to manage strategic procedures with complex operational flow. Why not carry these concepts and premises to optimize the management of your litigation?
Legal proceedings represent a major liability for companies. Despite their relevance, these liabilities are priced and managed without methodology and, in most cases, in a subjective and discretionary manner.
Associating Statistics with Legal and Accounting knowledge, we developed models for pricing and management of judicial liabilities, marking in a fair and real way the price of judicial liabilities. In addition to giving security to the financial statements, the model allows better management of the litigation, either in the form of remuneration of the offices contracted for its management or for the solution by means of mediation or transaction techniques.
The dynamism and customization of the model allows the perfect definition of the liabilities, reducing costs with experts, accountants and other demands.
As we all know, work relationships greatly affect business management. On the other hand, the management of these relations necessarily implies the interpretation and application of the labor legislation, which is quite complex.
In this scenario, our advice seeks to simplify the legislation, providing the most different explanations to our clients, ranging from everyday simple issues to the most complex ones. Our objective is to propose new solutions aimed at mitigating the risks involved.
In addition to the preventive practice, we also work in the area of litigation, where we coordinate labor proceedings pertaining to various issues in a strategic way, being attentive to the jurisprudence trends.
From our advisory services (consulting and litigation), which also includes support and conduction of collective bargaining, we aim to propose new alternatives for the closing, at least reduction, of conflicts arising from labor relations, therefore contributing to the increase of efficiency of our clients' businesses.
With professionals specialized in various areas of Civil Law, our firm has a broad consultation role in relation to contractual aspects, foreclosures, collections, evictions, consumer rights and inventories in order to mitigate the existence of future litigation, whenever it cannot be prevented.
For this purpose, our professionals are always available to deliver legal opinions and advise our clients, from the drafting to execution and analysis of contracts, encompassing a broad spectrum of Civil Law-related issues.
Even before their birth and throughout the period in which they remain alive, companies face bureaucracies, routines, problems arising from the complicated and extensive commercial and business legislation.
We act from the planning and structuring of business and corporate activities, constitution of companies, organization of joint ventures, consortiums, associations, foundations, registries of foreign investments in the Central Bank, partnership and other forms of exploration of businesses and ventures, corporate contracts, statutes, shareholders' agreements, consortium agreements, minutes and other corporate documents, as well as to carry out legal due dilgences and assist in corporate organization, including splits, mergers and acquisitions, privatization and liquidation of companies.
As a result, our specialists seek to present holistic support, covering all aspects of business life, even participating and guiding our clients in the operations of buying and selling of equity interests, financed acquisitions and public offerings of shares, as well as in the resolution of disputes and divergences between partners.
The Marketing Information System (MIS) is a data collection and monitoring, as well as an information management system that designs scenarios to enable strategic decision making that is safer, more efficient and more objective.
The need for an explosion of information associated with increasing complexity in decision making gives relevancy to MIS as a technological reality that is increasingly present and essential for strategic business planning.
Our MIS structure feeds all areas of expertise of Balera, Berbel and Mitne Advogados, increasing the efficiency of our services. Thus, we can transform raw data of our customers into manageable information, and this information into knowledge to boost their business. In addition to monitoring the services provided, MIS facilitates management decision making.
The main benefit of the system is to improve customer service and support, with information available more and more quickly and in the format the customer needs. This allows for a greater awareness of the services provided, as well as the translation of the data related to the contracted services into concrete information, simplifying its treatment and giving greater synergy in the internal communication.
Compliance and Governance
We are always attentive to the trends of the corporate market. It is no secret that the pursuit of best governance practices and the implementation of compliance procedures to achieve ethics are hot topics in the corporate world.
Therefore, we advise our clients to perform due diligence and review procedures for corporate acts and structures, acting in a preliminary and preventive manner to these problems, helping our clients to define the strategies and procedures necessary to achieve best market practices.
We have been able to offer this permanent advisory service to our clients due to the in-house experience of our team in companies and entities that have faced and still undergo major reformulations of their internal culture.
Among our practices, we highlight the assistance in the elaboration of Codes of Ethics and Conduct, a consultancy dedicated to obtaining certifications and public seals that confirm compliance with best market practices, always focused on risk mitigation.
In this way, we have the necessary expertise to assist our clients achieving a differentiated level of transparency, ethics and corporate governance.
The Wealth Management area was born to meet a growing demand from clients - individuals and family offices - for effective legal solutions to complex issues involving wealth management, tax planning, social security and corporate succession.
Formed by a specialized and multidisciplinary team, Balera, Berbel and Mitne Advogados are prepared to carry out the planning and management of assets of our clients, aiming at tax efficiency, mitigation of legal risks, conservation of assets and the guarantee of the income to senior relatives or for those with work disability.