What is yours, kept separate from what belongs to the company.
Asset holding company, succession planning and asset organization for you as a partner, and not only for the company.
Does this sound familiar?
- My personal assets are exposed to the risks of the business.
- I don't have a plan for what happens to my assets in the event of succession.
- I own assets abroad and don't know how to declare and organize them.
- My partners and I don't have a clear agreement on exit, inheritance or splitting up.
First engagement
Where Veltis starts
Personal asset holding company
Corporate structuring to consolidate and organize your assets, such as real estate and equity interests.
Practice: Protection
Partner succession planning
A planned organization of the transfer of wealth between generations. The shareholders' agreement defines entry, exit and governance among you.
Practice: Protection
Asset organization, income tax and assets abroad
Survey and organization of the individual's assets, including personal income tax (IRPF) and assets abroad, when applicable. Veltis also evaluates the tax and accounting effects of the chosen structure.
Practice: Protection
In the ecosystem
The practice that leads this journey
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, inactive practice
- Capital, inactive practice
- Protection, active practice
- Technology, inactive practice
- 01
Protection
Covers the entire journey: personal asset holding company, succession planning and shareholders' agreement, to separate what is yours from what belongs to the company.
Frequently asked questions
Questions from anyone evaluating
Do I need an asset holding company?
Not necessarily. It depends on the assets you own, your family structure and what you want for succession. The first step is to understand your case.
Does Veltis serve partners as individuals?
Yes, when the matter involves the partner's personal assets and family succession.
Updated on
Organizing what is yours starts with a 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).