Family-owned Holding companies

A family-owned holding company represents one of the most functional instruments in the management and transmission of enterprises and assets held by family shareholding structures, both from the viewpoint of intergenerational transfer and rationalisation of corporate assets.

Holding companies often act as a “safe” for the family assets as an instrument of aggregation of company shareholdings, at the same time being the centre of accumulation of the liquid and real estate assets.

A typical response to the multiplication of the “heads” (so-called generational drift), the holding company becomes the most suitable environment for forming a common intention of harmony and composition of the family dialectic, separating the shareholders’ plan from that of entrepreneurial decision making.

The Firm boasts consolidated experience both in the phase of establishing a holding company (studying the most efficient solutions: transfer of the company, transfer or exchange of shares, purchase/sale of shares, etc.) and in the phase of “full working capacity” during which our professionals flank the entrepreneur in their management of accounting and tax issues typical of these corporate instruments.