01
Scattered assets and records
Ownership, income streams and documents may be hard to manage together.
ASSETS AND CONTINUITY
Assets built today need coherent decisions for tomorrow.
Legal planning for company shares, family assets, holding structures and succession, comparing legal and financial implications.
YOUR CHALLENGES
When the service may be useful
02
Succession without clear rules
Lack of planning can create family and business disputes.
03
Unexamined tax and operating costs
Some structures are expensive or legally unsuitable without prior assessment.
HOW WE HELP
What the service can contribute
Asset mapping
Review property, corporate interests, liabilities and goals.
Holding company feasibility
Compare family, real estate, investment and mixed structures where appropriate.
Succession planning
Evaluate wills, share transfers, usufruct and family governance within legal limits.
ASSET PLANNING PORTFOLIO
27 Asset and Succession Planning Topics
These are possibilities for individual technical evaluation, not automatic recommendations or guarantees of tax or succession benefits.
Corporate structures
- Family holding company
- Real-estate holding company
- Business interests holding company
- Mixed holding company
- Investment holding company
- Asset segregation into separate companies
- Special-purpose asset company (SPE)
- Corporate restructuring
Succession and transfers
- Gifts of company shares with usufruct
- Gifts of real estate with usufruct
- Estate and will planning
- Wills with protective clauses
- Lifetime distribution of assets
- Separate-property clause
- Protection-from-seizure clause
- Restriction-on-transfer clause
- Reversion clause
- Matrimonial property regime and prenuptial agreement
- Cohabitation agreement
Governance and organization
- Shareholder agreements
- Family charter
- Family council and governance
- Co-ownership and shared property
- Preventive asset assessment
Financial solutions and liquidity
- Life insurance for estate liquidity
- Private pension plans and beneficiaries
- Family investment funds and structures
METHOD
How the work is organized
01
Map assets, owners, family relationships and documents.
02
Compare scenarios, including not creating a holding company.
03
Implement the chosen legal structures and registrations as agreed.
04
Review the arrangements when circumstances change.
FAQ
Questions about this service
Does every family need a holding company?
No. Suitability depends on the assets, costs and objectives.
Does a holding company eliminate taxes or probate?
No. Any benefits must be demonstrated, with applicable legal limits.
Can business and personal holdings be assessed together?
Yes, according to the objectives and scope of the legal work.
SPECIALIZED WEBSITE
Asset and Succession Planning
Access the dedicated service website for additional details and contact options.
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MORENO ADVOCACIA
Let us understand your situation.
Briefly tell us about your company, condominium or individual legal matter to learn how the first consultation works.