What problem does this solve?
Unspoken expectations about jobs, income and succession may turn into disputes.
Legal planning replaces improvised decisions with solutions suited to the assets, the people involved and their objectives. The appropriate structure depends on the specific facts, not merely on its name.
How Moreno Advocacia can help
Families with shared businesses and multigenerational wealth. We develop principles for the relationship between family members, management and ownership.
We examine family circumstances, available documentation, applicable taxes and implementation feasibility. Where appropriate, we coordinate this solution with other estate-planning instruments.
What we examine before recommending
Family values; entry into the business; compensation; conflict resolution and succession.
Family protocol supported by legally binding corporate instruments where needed.
A protocol should be aligned with enforceable legal agreements where appropriate. Implementation must comply with current law and the specific tax and registration requirements of each transaction.