Holding

legal and economic planning for heritage and family succession

Abstract

The business world is full of complex and innovative situations. Given this, many entrepreneurs look for ways to adapt to the various standards imposed by civil and commercial regulations. In this context, the need arose to create a company that would guide and grant continuity to the firm’s objectives, as a way to protect the assets acquired over decades. To this end, observing the needs of the market and foreseeing a bigger legal protection, companies called Holdings emerged, whose purpose is to promote the best path and direction of the constituted goods, by entrepreneurs and companies. The main objective of these companies is to provide, in a legal manner, the protection of assets, through an organized succession planning, with the administrative guarantee and continuity of business, safeguarding their assets. The purpose of this research is to reflect and propose alternatives for the creation of holdings, according to the individual needs of each company, through succession and patrimonial planning, in order to guarantee the continuity and rights of their heirs. This study used the deductive/descriptive method, in view of the growing concern of many companies to maintain the continuity of their objectives, as well as for individuals to protect and safeguard their assets from endless and stressful future discussions. Therefore, the technique of bibliographic and documentary research was used to understand the importance of creating a family holding in a company.