Family holding company
We structure family holdings to organise assets, plan succession during your lifetime and protect the family’s wealth — with an honest assessment of when it makes sense and when it is just extra cost.
5,0 · 18 Google reviewsA family holding is a company that concentrates the family’s assets (real estate, shareholdings, investments) to ease management, succession and protection. Well structured, it anticipates the distribution and reduces conflict; poorly advised, it is cost and red tape. We assess your case candidly.
What we structure.
- Setting up the holdingCompany type, purpose and articles designed for your assets and family.
- Contributing assetsTransferring real estate and shareholdings to the holding, mindful of transfer and gift taxes.
- Gift of quotas with usufructAnticipating succession with reserved usufruct and protective clauses.
- Shareholders’ agreementRules for management, entry and exit, and prevention of conflict between heirs.
- Protective clausesIncommunicability, unseizability and reversion over the gifted assets.
- Tax planningAnalysis of the structure’s tax burden — no promises, with real figures.
How it works.
- Asset diagnosisWe map assets, family and goals to check whether a holding is the best instrument.
- Structure designWe define the holding type, governance and succession plan.
- Set-up and contributionWe create the company and transfer the assets, handling the taxes.
- Succession and clausesWe gift quotas with usufruct and add the protective clauses.
What clients say on Google.
“From the very start I was looked after exceptionally. The team is attentive and explains every step.”
Amanda M. · Google“Excellent, highly qualified professionals. I highlight the professionalism, the service and the honesty.”
Rita G. · Google“Very polite, patient, always with precise, accurate answers. I recommend them with no reservations!”
Thais T. · GoogleReal client reviews published on Google.
Who leads this area.
Founding partner (OAB/SP 344.334). Postgraduate in Succession Law (PUC-Campinas) and Business Law (FGV). Specialist in estate planning, family holdings and business succession. Fluent in English.
Meet Renato FalchetCommon questions.
Is a family holding worth it?
It depends. It makes sense with significant assets, several heirs or a family business to pass on — anticipating distribution and reducing conflict. For small estates it can be just cost. We assess honestly before recommending.
Does a holding eliminate probate?
Well structured, it can greatly reduce or remove probate over the assets already in the holding, because the succession of quotas is organised in life (gift with usufruct). But it requires correct planning.
What are the costs and taxes?
There are set-up and upkeep costs, and taxes on contribution and gifting (transfer tax, ITCMD, as applicable). The gain is in future savings and organisation — which we compare with the costs before deciding.
Does a holding protect assets from debts?
It can provide protection when set up legitimately and preventively, with the right clauses. It does not shield against existing creditors — that is fraud, and we do not do it.
Could a holding make sense for you?
Tell us about your assets and family on WhatsApp. We give a candid opinion — including when a holding is not worth it.