Evolua Consultoria

Succession is planned while everyone is alive and the company is standing.

Succession and wealth planning, holding structures, shareholder agreements and family protocols.

Talk to the partners

Without planning, succession gets decided in probate, at the worst moment and in the most expensive way. This practice organizes wealth, roles and rules before that: Evolua has structured succession for more than R$ 7 billion in family wealth, from farms to business groups.

01

Succession and Wealth Planning

Settle in life what probate would settle worse and cost more.

Succession planning organizes how wealth passes from one generation to the next. Wealth planning organizes how it stays protected and efficient until then. The two work together: one handles the transfer, the other the structure being transferred.

What planning early is worth

A lower tax cost

Moving early opens better structures for inheritance, gifts and asset reorganization.

The legacy protected

The assets stay within the family, with legal certainty and less exposure to outside risk.

Transfer without uncertainty

Written rules and a ready structure replace the argument over what the person would have wanted.

Conflict prevented

The conversation happens at the planning table, not in probate.

The method of the house

Every family has a composition, a history and a set of interests that repeats nowhere else. That is why the process starts by listening to people, not by opening the balance sheet.

  1. Diagnosis

    A survey of the assets and a reading of where things stand, including who is involved in the project.

  2. Mapping interests

    Individual interviews and group meetings to understand each participant’s personal, professional, asset and business interests, and who each decision affects.

  3. Planning

    The executive plan across four axes (tax, corporate, succession and governance), with the alternatives and the trade-offs of each route.

  4. Execution

    With the route chosen and the steps set, execution runs while the family stays focused on what matters: the business and the people.

  5. Follow-up

    Evolua stays available until the project closes, adjusting the strategy when the context changes.

More than R$ 7 billion in family wealth has been structured at this table.

02

Holding Structures

A holding solves a structural problem. Not every problem is structural.

A holding centralizes ownership of assets or shareholdings in a single structure. Designed well, it organizes the wealth, gives control over decisions and simplifies succession. Designed badly, it creates new tax cost and a corporate problem that didn’t exist before.

The models that come up most

Asset holding

Manages real estate and other personal or family assets.

Shareholding company

Concentrates and controls equity stakes in other companies.

Rural holding

Adapted to farmers and agribusiness groups, with attention to the sector’s succession and tax rules.

What a well-built holding delivers

Wealth in view

Assets, companies and investments gathered into a structure you can see and control as a whole.

Concentrated decisions

Management in one place reduces disputes and shortens decisions among partners or heirs.

Tax effect calculated

The structure is designed to use what the law allows, with the arithmetic done before and not after.

Succession ready

With the heirs’ stakes already defined in the holding, succession happens with less paperwork, less cost and less friction.

A holding is a tool, not a shelf product: it only comes in once the diagnosis shows it solves something.

03

Shareholder Agreements

The agreement is written on the day everyone agrees. It is for the day they don’t.

A shareholder agreement is the document that sets how the company works in the hard moments: when a partner wants out, when two disagree, when one dies, when it is time to distribute or reinvest. It matters at any size, and it matters most where the ownership tie and the family tie overlap.

What the agreement can govern

Partners joining and leaving

Criteria for coming in; procedure and conditions for leaving, selling or transferring shares.

Deadlock

An agreed mechanism to settle disagreement without stopping management or going to court.

Rights and duties

Each partner’s obligations, responsibilities and prerogatives, written before they are needed.

Corporate succession

What happens to a stake on death, and what place the heirs hold in the company.

Profit and reinvestment

Distribution policy and reinvestment criteria, balancing the partners’ pockets against the company’s cash.

04

Family Protocol

What the family and the business agree on, written while the conversation is still easy.

A family protocol sets down what the family agrees about the business: the values, who may work in it and on what terms, how profits are shared, how decisions are made and what to do when people disagree. It is neither the articles of association nor the shareholder agreement. It is the document that keeps those two from being called on to settle what belongs to the family.

What the protocol organizes

Transparent rules

A relative joining the business, profit distribution and succession stop being matters of interpretation.

Management on merit

Technical criteria for management roles break with the informal and open room for talent from outside the family.

Relationships preserved

With clear roles and limits, a business disagreement stops contaminating the personal relationship.

Conflict with a route out

Mediation, arbitration or a family forum defined in advance make a deadlock solvable without rupture.

More than a document, the protocol is a pact between generations, and it gets written while there is still calm to write it in.

Shall we start succession the right way?

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What this practice has solved

Succession

Succession planning with lifetime gifts and tax savings

Agribusiness · cattle, logistics and food

A farming family group with two fronts: beef cattle held personally by the founder, and three companies (a carrier, a food distributor and an animal feed plant). Assets were concentrated in the founder's name and had been split unevenly among the three children over the years. Without a plan, the risk was fragmentation and a very high inheritance tax (ITCMD) bill.

Evolua Consultoria · Interior de SP

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Succession

Agribusiness succession planning, without a holding

Agribusiness

A farming family wanted to organize the founder's succession among three heirs. Mapping their interests surfaced the deciding factor: none of them wanted to stay tied to the others through a company or co-ownership. Each wanted sole ownership of what they received.

10+partition scenarios analyzed

Evolua Consultoria · Paraná

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Other practices

Tax · Advisory

Tax planning, fiscal governance, liability management and a reading of Brazil’s tax reform applied to your business.

Tax · Recovery

Tax credit recovery, fiscal incentives, special tax regimes and defense against infraction notices.

Corporate

Corporate advisory, reorganizations, corporate governance and a diagnosis of the current structure.