Wealth
Asset protection and holding structures
A holding is a vehicle, not a magic shield. It serves certain journeys and is inappropriate for others. Built without a clear purpose, it adds cost and a false sense of security.
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Available in: Uruguay · Chile · Paraguay
Who it is for
- Families with relevant, diversified international wealth
- Entrepreneurs whose activity exposes personal wealth to risk
- Families with more than one heir and a need for governance
- Those with real estate or holdings in more than one country
- Those changing tax residency who need to reorganize ownership
When it makes sense
Faz sentido quando
- Relevant, diversified wealth in more than one jurisdiction
- A defined succession horizon, with the next generation involved
- A need to separate personal wealth from operational risk
- Family governance with clear rules among heirs
Não faz sentido quando
- Wealth concentrated at home with no intention to internationalize
- A volume that does not justify the annual maintenance cost
- A search for opacity from the tax authority, a spouse or creditors
- The existence of ongoing creditors or litigation
What you receive
Wealth diagnosis
What exists, where it is, in whose name and under which regime — in the countries involved.
Feasibility opinion
Whether the structure makes sense in your case, including the honest possibility of building nothing or only adjusting what exists.
Complete design
Jurisdiction, corporate type, composition, governance and sequence — with costs and risks made explicit.
Implementation with a local team
Formation conducted in the chosen country, integrated with your tax situation.
What it will be like for you
The right question is not "should I set up a holding?" but "what needs protecting, from what risk and for whom?".
Objective before the vehicle
We define what to protect before choosing the structure — the reverse is buying the car before knowing the road.
Cross-analysis with home
The structure abroad interacts permanently with the tax residency of whoever controls it.
Informed decision
You receive the full picture before any formation.
What is included
- Dedicated consultant from start to finish
- Accompanying translator at in-person stages
- Local team in the destination country
- Logistical support and scheduling
- Coordination of lawyers, accountants and notaries
- Secure channel for sending sensitive documents
And afterward
A structure without maintenance becomes a liability. We accompany the accounting and reporting obligations in the countries involved, and review the design when legislation changes.
Frequently asked questions
Does a holding abroad make wealth invisible?
No. In an environment of automatic exchange of information, foreign holdings of tax residents are reported. Whoever builds a structure seeking invisibility buys a problem, not a solution.
Does the holding cancel my home obligations?
No. While the owner is a tax resident at home, there are specific rules — recently reformulated — on taxation of profits of entities controlled abroad.
Which country is best for the holding?
It depends on the objective, the assets and the family’s profile. We assess Uruguay, Chile and Paraguay — and, when it makes sense, we indicate that the best solution is a domestic one.
I have had a holding for years. Should I review it?
If it was formed before 2024 and never reviewed, yes. The rules changed beneath it — it may remain valid and have ceased to be efficient.
What does your family need to protect?
Start with the objective. The structure — if there is one — comes after.
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Your information is handled with confidentiality and used exclusively to analyze your case.