What problem does this solve?
Direct inheritance of company shares may fragment control and disrupt business continuity.
Legal planning replaces improvised decisions with solutions suited to the assets, the people involved and their objectives. The appropriate structure depends on the specific facts, not merely on its name.
How Moreno Advocacia can help
Business owners with one or more operating companies and future successors. We organize equity interests through a controlling entity with voting, governance and succession rules.
We examine family circumstances, available documentation, applicable taxes and implementation feasibility. Where appropriate, we coordinate this solution with other estate-planning instruments.
What we examine before recommending
Ownership structure; company regimes; contractual restrictions; governance; dividend policies; succession and tax implications.
Controlling company, corporate amendments, shareholder agreements and succession arrangements.
A holding company as shareholder may affect tax eligibility, including Brazil’s Simples Nacional regime. Implementation must comply with current law and the specific tax and registration requirements of each transaction.