The company your family built deserves to last longer than one generation.
Governance, an asset holding company and planned succession, so the family can decide with clear rules.
Does this sound familiar?
- The family partners make decisions on the fly, without governance.
- Personal assets and company assets are mixed together.
- I worry about what happens if something happens to me.
- The next generation isn't ready to take over yet.
First engagement
Where Veltis starts
Asset holding company structuring
Corporate structuring to consolidate and organize the family's assets, with an evaluation of the tax and accounting effects of the chosen structure.
Practice: Protection
Family governance plan
Clear rules on how the family makes decisions and takes part in the company: employment, dividends and access to positions.
Practice: Protection
Succession protocol
A planned organization of the transition of leadership and wealth between generations.
Practice: Protection
In the ecosystem
Which practices get involved, and in what order
Practices are listed in the order in which each one starts work. The assessment shows which ones fit your company.
Practices in this journey
- Base, inactive practice
- Management, active practice
- Capital, inactive practice
- Protection, active practice
- Technology, inactive practice
- 01
Protection
This is where the journey takes place: asset holding company, family governance and succession protocol, worked on together.
- 02
Management
Comes in as support: controllership provides reliable numbers so the family can make decisions about the company.
Areas involved
Frequently asked questions
Questions from anyone evaluating
Does my family need an asset holding company?
Not necessarily. It depends on the assets, the family structure and the succession goals. That is why the first step is to understand your case.
What is a family protocol?
It is a set of rules on how the family takes part in the company: employment, dividends and access to positions. The protocol organizes the people; the holding company organizes the assets.
Updated on
Planning succession starts with a private conversation.
This content is informational in nature and covers legal, corporate and wealth services, in accordance with Provimento 205/2021 of the Brazilian Bar Association (OAB).