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Wealth & Estate

8 analyses in this category on the Tax Reform and strategy, by Vivian Sampaio.

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Articles on Wealth & Estate.

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Wealth & Estate

Pure holding or family holding company: which is better for you?

Pure holding or family holding company? Discover the differences, when to use each one, and which structure best protects your wealth and your family.

May 29, 2026

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Wealth & Estate

Which assets can go into a family holding company?

Real estate, equity stakes, financial investments: find out which assets can be placed in a family holding company and the implications of each.

May 28, 2026

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Wealth & Estate

Risks of a poorly structured family holding company

A family holding company can cause serious problems if poorly structured. Learn the main legal, tax, and family risks and how to avoid them.

May 28, 2026

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Wealth & Estate

How much does it cost to set up a family holding company?

Discover the real costs of setting up a family holding company: fees, charges, notary, and annual upkeep. Full transparency by Vivian Sampaio.

May 27, 2026

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Wealth & Estate

Family holding company without probate: how it works

A family holding company can organize succession through equity interests, but it does not automatically eliminate probate; assets and interests outside the plan may still require proceedings.

May 27, 2026

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Wealth & Estate

Family holding company or family space: which to choose?

Family holding company or family space? Understand the differences, costs, and when each structure makes sense to protect your wealth.

May 26, 2026

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Wealth & Estate

How estate succession works with a holding company

Understand how a family holding company can organize estate succession, which assets or equity interests may still require probate, and which governance choices can reduce conflict.

May 26, 2026

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Wealth & Estate

Family holding company: what it is and when it is worth it

Understand what a family holding company is, how it protects your wealth, and when it makes sense to set one up. Vivian Sampaio explains in detail.

May 25, 2026

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