Your family will fight over inheritance

The inventory in Brazil is designed to consume assets and generate conflict, but domestic family holdings exist to solve this problem: to plan the future before the fight begins. If you have assets, you need a succession plan today!

Succession: the end of slow inventory

Inventory is a slow, expensive and public process. It can consume up to 20% of the assets' value in fees, taxes and legal fees. With a family holding, succession is automatic. When you are no longer here, the rules about the assets, their management and their fruits are already written in the social contract.

No judge. No delay. No unnecessary fight.

Zero inventory: quotas during life

The secret of "zero inventory" is the transfer of quotas during life. You stop being the direct owner of the properties or investments and become the owner of the holding. By donating the quotas to your heirs now, the assets already legally belong to them, but control remains 100% with you.

This is a classic succession planning strategy. Those who do it right manage to pass on the assets without exposing the family to the risk of stalled inventory, judicial decisions and conflicts between heirs.

Domestic holding + holding abroad

In Brazil, ITCMD is inescapable. It got worse, increased recently and will continue to increase. But you can choose how much you want to pay and how many times you want to pay.

How? If your assets are in Brazil, you must compose a holding (CNAE 64.62-0/00) incorporating those assets in Brazil — obviously. But, contrary to the usual, the owner of this holding is not your heirs: it is your holding abroad. The structure changes the way the tax applies, allows planning over time and reduces the family's total exposure.

This process is more complex than it seems. The details vary from case to case, and therefore need to be discussed in private.

Anticipated donation of quotas

Ah, but I pay ITCMD on the donation. Obviously. The asset is in Brazil, there's no way around it. Or is there?

In the worst case, the anticipated donation of quotas allows you to use exemption ranges and plan the payment of taxes over time, instead of a single blow at the moment of death. Donating in installments, within the state exemption ranges, can drastically reduce the total tax burden.

What Startaway does

Startaway helps you to:

• Map the family's assets and identify succession risks;
• Structure a family holding in Brazil to group assets;
• Connect the domestic holding to an international structure, when it makes sense;
• Plan the donation of quotas during life, respecting exemption limits;
• Document management and succession rules in the social contract.

The family holding is not just a tax tool. It is an instrument of family peace. Those who plan leave a legacy. Those who don't plan, leave a lawsuit.