The family asset holding company is a system that centralizes family assets, such as real estate, investments and other assets in one or more legal entities (cells). It aims to optimize the management and protection of assets, offering legal security, succession planning and tax efficiency.

Structuring an equity holding company offers several benefits, including:

• Legal security, protecting family assets against risks, third parties and legal actions.

• Succession planning, facilitating the transfer of assets in an organized and conflict-free manner, avoiding inventory.

• Tax efficiency, optimizing taxes and costs associated with asset management.

• Valuing assets, ensuring strategic management of family assets

Succession planning is one of the main advantages of a family holding company . It ensures that assets are transferred to heirs in an organized manner, without conflicts, minimizing taxes and ensuring the continuity of family assets. This is done through a personalized strategy that respects the needs and objectives of the family and avoids probate .

Any family that wants to preserve its assets, organize its assets and ensure that the succession happens efficiently and without conflicts can benefit. Whether to protect real estate assets, investments or to organize assets strategically for future generations.

No, the asset holding company can be structured for families of different sizes and assets. The important thing is that the family has an interest in organizing and protecting its assets in an efficient and planned manner, regardless of the amount involved.

Yes, the structure of a holding company is flexible and can be adjusted according to the family’s changing needs, whether to increase assets or adjust succession planning. Our team will be available to make the necessary changes whenever necessary.