The use of family asset holding as an alternative to reduce costs in comparative analysis to inventory

Abstract

The topic addressed in this work concerns the creation of a family asset holding, which offers advantages over traditional inventory. The holding company simplifies the succession process, avoiding costs and bureaucracy associated with inventory. Furthermore, it allows for more favorable tax planning and the transfer of assets through the transfer of company shares. However, it is important to evaluate each case individually to determine the option that best suits the family's needs. The bibliographic methodology used to prepare this article was based on extensive research from literature to specialists, which covered sources such as books, academic articles, websites of financial and legal institutions, as well as relevant case law. The analysis of the topics covered in this work was carried out carefully and systematically, following the following steps: Succession Planning, Disadvantages of Traditional Judicial Inventories. Holding, and finally Advantages of Family Patrimonial Holding in Relation to Inventory.