What problem does this solve?
Different assets and business activities in one structure can obscure reporting and create conflicts of interest.
Legal planning replaces improvised decisions with solutions suited to the assets, the people involved and their objectives. The appropriate structure depends on the specific facts, not merely on its name.
How Moreno Advocacia can help
Families combining companies, properties and business activities. We evaluate a corporate structure that coordinates ownership, operations and management.
We examine family circumstances, available documentation, applicable taxes and implementation feasibility. Where appropriate, we coordinate this solution with other estate-planning instruments.
What we examine before recommending
Nature of each activity; liabilities; revenue sources; taxation; accounting separation and governance.
Corporate agreement, shareholding structure and potential separation of distinct assets.
Combining everything in one legal entity is not always appropriate or tax-efficient. Implementation must comply with current law and the specific tax and registration requirements of each transaction.