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Types of family holding
Overview of common family holding models and when each is typically considered.
A family holding is not an off-the-shelf product — there are models with distinct purposes: managing equity stakes, planned asset protection, succession, or operational activity.
Educational content. The correct structure requires a tax attorney and accountant.
Common models
- Pure holding — holds shares in other companies; receives dividends.
- Mixed holding — equity stakes plus operational activity (watch taxation carefully).
- Administrative holding — management of family real estate.
- Segregated asset holding — linked to a specific project (e.g., real estate development).
Before setting up
Evaluate monthly maintenance cost versus benefit. Smaller estates may not justify the complexity.
Por trás do sistema
Comparadores patrimoniais evoluem para plataformas de advisory com governança e relatórios.
Versão em português (original): /tipos-de-holding-familiar