Corporate organization and succession planning with holdings

Practice: Corporate
Industry: Construction, real estate development and agribusiness

The diagnosis

A family group led by its founder, with two children in the business, working in construction, development, land subdivision through SPEs and farming held personally. Income-producing properties were scattered inside the operating companies, exposed to the risks of the operation itself.

The strategy

We gave the family the time it needed for succession to mature. Once everyone was aligned, properties not meant for sale were centralized in a Family Asset Holding, separating rural and urban assets from corporate risk. Participation Holdings split the businesses into independent fronts: outside partners, land subdivisions, risk ventures and agribusiness assets. The structure closed with the start of lifetime gifts of shares to the heirs.

The result

Less personal exposure, more efficient cash flow and lifetime succession already under way, on a governance base with monthly technical follow-up meetings.

What it secured

Risk mitigation
Formal, legal succession planning
Governance and decision support
Consolidated asset protection

The full case

The presentation as delivered to the client: diagnosis, strategy and results in detail, with the structures drawn out. In PDF, in Portuguese.

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