The creation of holdings and succession planning are essential strategies to protect assets, reduce tax costs, and ensure the continuity of businesses and family legacies.

With the increasing complexity of asset and business relations, it is indispensable to have specialized and strategic legal advice.

Our services include:

  • Creation of Holdings: Structuring of family and corporate holdings for tax optimization, asset protection, and organization of family or corporate assets.

  • Succession Planning: Development of personalized strategies for the succession of assets and businesses, avoiding family conflicts and ensuring efficiency in the transfer of wealth.

  • Asset Protection: Legal structuring to safeguard personal assets against risks and liabilities arising from business activities or debts.

  • Tax Management: Analysis and implementation of structures that reduce the tax burden, complying with current laws and optimizing financial results.

  • Family and Corporate Governance: Drafting family protocols and governance rules to harmonize relationships among family members, partners, and managers.

  • Drafting Contracts and Agreements: Preparation of documents such as wills, shareholders’ agreements, and prenuptial agreements aligned with succession and asset planning.

We combine technical knowledge and practical experience to provide solutions that ensure legal security, business continuity, and asset preservation across generations.
Our goal is to make succession planning a transparent, efficient process tailored to each client’s specific needs.