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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