Estate Planning and Wealth Protection with Tax Efficiency
Business families and investors with significant wealth face a recurring challenge: **preserving, organizing, and perpetuating what was built, with legal security and tax efficiency**. At OSP, we structure asset and family holdings focusing on succession, asset protection, and governance — in a clear, technical manner oriented towards long-term, choosing the ideal tax regime (Presumed or Real Profit) for each structure.
Wealth Management Challenges
❗ Assets in personal name without adequate protection against business and tax risks.
❗ Absence of succession structure generates family conflicts, costly inventories, and value loss.
❗ Profit and dividend distribution without tax planning generates unnecessary tax burden.
❗ Lack of agreements and clear rules among family partners compromises business continuity.
Why OSP for Wealth Expansion?
Holding Experience: Hundreds of family holdings structured focusing on protection, succession, and tax efficiency.
Multidisciplinary Vision: Integration between accounting, legal, and tax planning for complete solutions.
Generational Planning: Long-term strategies considering up to 3 future generations of the business family.
Discretion and Confidentiality: Absolute secrecy in wealth information and sensitive family strategies.
OSP Solutions for Wealth Structuring
Strategic Family Holding: Wealth holding structuring with asset segregation, legal protection, and tax efficiency.
Succession Planning: Share donation with usufruct reservation, shareholders agreement, and governance for family continuity.
Tax Optimization: Strategies for profit, dividend, and pro-labore distribution with lowest possible tax burden.
Family Corporate Governance: Implementation of councils, shareholder agreements, and management rules for group professionalization.
Wealth Structuring Cases
👥 Companies with complex organizational structures
👥 Business groups with multiple entities
👥 Holdings (family or corporate)
👥 Partners seeking clarity, control, and scalability
Protect and Optimize Your Family Wealth
Schedule a confidential analysis with our specialists in wealth structuring and succession.
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