SUCCESSION PLANNING

Family Holding, also known as Succession Planning or Equity Protection, is used for the transfer and organization of family held resources for heirs. This is a legal measure with several benefits, such as:

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• Company administration, reducing conflicts;

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• Organization and transfer of resources with heirs assuming liability;

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• Equity Protection;

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• Reduced Tax Burden

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• Bureaucracy-free Equity Succession

 

Here at Invest|Way Advisory, we can counsel you on the best way to protect your equity.