Protect Your Assets and Organize Family Succession
With the new inheritance and donation legislation (2025), transferring assets without planning can cost up to 8% of total value. An estate holding reduces this tax to less than 1% and still protects your assets against future risks.
When Estate Holding is Essential
If you identify with one or more of these scenarios, an estate holding can generate savings and security:
Significant assets in real estate, stocks or corporate holdings
Concern with succession planning and family protection
Need to avoid future conflicts among heirs
Interest in reducing inheritance and donation taxes
Desire to protect assets against business risks
Family with multiple heirs and generations
What We Deliver
Complete planning and supervised execution by succession law and tax specialists
| Entregável | Descrição |
|---|---|
Estate Diagnosis | Complete mapping of assets, rights and family structure. Estate inventory and succession tree |
Succession Planning | Transfer strategy with minimum tax burden. Up to 90% reduction in inheritance taxes |
Holding Structuring | Creation of estate holding with family governance. Legal protection and clear succession rules |
Execution and Registration | Formalization, asset transfer and legal registration. Holding constituted and assets protected |
Estate Holding Benefits
Asset Protection
Assets protected from business and personal risks
Organized Succession
Planned transfer without family conflicts
Tax Savings
Drastic reduction of inheritance taxes
Family Governance
Clear rules for management and distribution
Real Savings with Estate Holding
Up to 90%
Reduction in estate tax (inheritance tax)
100%
Legal protection of assets
0%
Family conflicts (with governance)
Cases de Sucesso Patrimonial
“We protected R$ 45 million in real estate with estate holding. Estate tax reduced from 8% to less than 1%, organized succession and total peace of mind.”
Andrade Family
Patriarch - Maurício Andrade
“The holding was essential in our family planning. Protected assets, aligned children and savings of R$ 3.6M in future inheritance taxes.”
Nogueira Family Estate
Matriarch - Isabel Nogueira
Ready to Protect Your Assets?
Schedule a free consultation and discover how much you can save with an estate holding.