Family and wealth · 04
Family Holding
A family holding is a company created to bring together and manage a family's assets, with its own rules of management and succession. At the firm, this area is led by Anderson Rodrigues Elias, serving families and entrepreneurs in Tatuí and São Paulo.
A holding does not suit every case. Before recommending the structure, the firm analyzes the assets, the family's goals and the costs involved.
What it covers
- Feasibility analysis of the holding
- Incorporation of the company and contribution of assets
- Management rules and agreements among relatives
- Donation of quotas with protective clauses
- Follow-up of the structure after it is set up
The list shows the most common matters in the area and is not exhaustive. Each situation depends on individual analysis.
Frequently asked questions
Is a family holding right for every family?
No. Feasibility depends on the assets, the family's goals and the costs involved, which must be analyzed before any decision.
What are protective clauses in the donation of quotas?
They are reservations and clauses included in the donation of quotas to heirs, such as the reservation of usufruct and the clauses of inalienability, unattachability, incommunicability and reversion, which define what can be done with the quotas, within the limits of the law.
Informational answers. They do not replace the analysis of a specific case by a lawyer.
Contact
To talk about this area, contact the firm.