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Perin & Dallazem Family Office
Perin & Dallazem traces its roots to 1993, when Carlos Alexandre Perin and Dalton Luiz Dallazem founded the law boutique in Curitiba as a specialized tax...
Perin & Dallazem Family Office
Perin & Dallazem traces its roots to 1993, when Carlos Alexandre Perin and Dalton Luiz Dallazem founded the law boutique in Curitiba as a specialized tax and corporate practice. The family-office arm formalized in 1999, extending the partnership's legal infrastructure to families — principally entrepreneur families — who needed continuity planning beyond annual tax filings. Fernando Luiz Perin and Rodrigo Dallazem later joined the partnership, broadening the firm's coverage into corporate governance, Brazil's data-protection regime (LGPD), and cross-border estate matters. The practice manages family capital through legal-first architecture: entity structuring, succession protocols, and tax-efficient holding-company design. Asset allocation and manager selection sit with the family's external financial and accounting advisors; Perin & Dallazem coordinates that ecosystem — a model closer to outsourced family-general-counsel than to a traditional allocator. The firm's footprint spans southern Brazil, with offices in Curitiba and São Paulo serving entrepreneur families concentrated in Paraná and São Paulo. Dalton Luiz Dallazem holds a doctorate in international taxation and is a full member of STEP (Society of Trust and Estate Practitioners), linking the firm to cross-border trust and succession standards. The partnership also maintains membership in the International Fiscal Association and the Italian-Brazilian Chamber of Commerce, reflecting active cross-border tax advisory. In 2026, the practice issued guidance on Brazil's consumption-tax reform and its treatment of service-provider reimbursements, signaling ongoing engagement with evolving fiscal legislation. Perin & Dallazem's legal constitution is its structural differentiator. Most multi-family offices bolt legal services onto an investment-advisory core; this firm inverts that model — a law partnership governs the family-office mandate, vetting all advisors and structures through fiduciary-law standards rooted in the Brazilian Civil Code. That posture makes the firm an anomaly among Brazilian wealth practices: governance-first, investment-second.
General information
Firm type
Multi Family Office
Year founded
1999
AUM
Undisclosed
Location
Region
Latin America
Country
Brazil
City
Curitiba
Corporate office
R. Lysimaco Ferreira da Costa, nº 69 Centro Civico, Curitiba, PR, Brazil
Additional offices
São Paulo, Brazil
Principals
Dalton Luiz Dallazem
Founder
Fernando Luiz Perin
Founder
Carlos Alexandre Perin
Partner
Rodrigo Dallazem
Partner
Sector focus
Frequently asked questions
Who runs Perin & Dallazem's family-office practice?
Founding partners Dalton Luiz Dallazem and Carlos Alexandre Perin lead the family-office mandate, supported by partners Fernando Luiz Perin and Rodrigo Dallazem. The practice operates as an extension of the law firm founded in 1993, with no separate investment committee — the partnership governs all client relationships.
Is Perin & Dallazem a single-family office or a multi-family office?
It is a multi-family office serving several entrepreneur families, principally from Paraná and São Paulo. The structure evolved from the Perin & Dallazem law boutique, which the founders established in 1993; the family-office function was added in 1999 to coordinate legal, governance, and succession services across multiple families.
What is the firm's investment decision-making model?
Perin & Dallazem does not claim an internal investment committee. Its model coordinates external financial and accounting advisors chosen by each family, with the firm providing legal structuring, governance oversight, and succession planning. Asset allocation and manager selection rest with those external advisors — the firm acts as fiduciary-law anchor, not allocator.
How does the firm source its family-office clients?
The practice grows primarily through the law firm's long-standing tax and corporate relationships. Families who engage the firm for complex Brazilian tax litigation, corporate restructuring, or cross-border tax matters often extend the mandate into estate planning and family governance — converting legal clients into family-office clients over years.
Which professional networks does Perin & Dallazem maintain relevant to its family-office practice?
Dalton Luiz Dallazem is a full member of STEP (Society of Trust and Estate Practitioners), connecting the firm to international trust and succession standards. The partnership also holds memberships in the International Fiscal Association (IFA), the regional tax-law institute IPDT, and the Italian-Brazilian Chamber of Commerce, reflecting active cross-border advisory work.
Does the firm disclose assets under management or deployment figures?
No. Perin & Dallazem does not publish AUM or aggregate deployment numbers. Its model — legal coordination rather than balance-sheet allocation — means client assets remain on the books of external financial advisors, making conventional AUM disclosure structurally inapplicable.
Where does Perin & Dallazem's cross-border tax expertise concentrate?
The firm's cross-border work surfaces through Dalton Luiz Dallazem's doctorate in international taxation, the partnership's STEP and IFA memberships, and its active relationship with the Italian-Brazilian Chamber of Commerce. The practice addresses international estate planning, holding-company jurisdiction analysis, and treaty-based tax structuring for Brazilian families with assets abroad.
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