What problem does this solve?
Scattered assets, informal management and postponed succession decisions may increase disputes and costs.
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
Families with real estate, business interests or assets held individually. We assess whether a family holding company could improve ownership, management and succession planning.
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
Family composition; marital property regimes; properties and equity interests; governance; taxation on contribution of assets and succession.
Articles of association, shareholders’ agreement, transfer of equity interests and reserved usufruct, where appropriate.
Creating a holding company does not automatically eliminate probate proceedings or taxes. Implementation must comply with current law and the specific tax and registration requirements of each transaction.