Legal organization of family assets and of the continuity of family businesses, taking into account each family’s interests, structure and stage.
Assets, family and business
Planning begins with a diagnosis: the composition of the assets, equity interests, existing rules, income needs and continuity objectives. The choice of instruments should follow from this analysis, not from the automatic adoption of a standard structure.
Continuity of family businesses
The transition between generations involves ownership, management and family relationships. Our advice considers the company’s documents, its decision-making rules and the organization of family relationships that affect the business. Holding an equity stake and managing the business are matters that need to be addressed clearly.
Structuring and documentation
Depending on the specific situation, the work may involve reviewing the corporate structure, the agreements between shareholders and the instruments for transferring assets. The civil, corporate, succession and tax effects should be assessed in a coordinated way, with the support of the relevant professionals.
Planning that can be monitored
Changes in the family, the business and the law may require adjustments. The documentation should make it possible to understand the decisions taken, who is responsible for carrying them out and which steps remain pending. No structure replaces ongoing attention to the circumstances that justified its creation.
Britto Sponton Advocacia · Offices in Porto Alegre and Santa Cruz do Sul, Brazil.