Holding Companies
Governance, asset protection and flow optimisation.
A holding company is not a tax trick: it is the instrument through which an entrepreneur organises control, risk and succession.
The problem
Shares held personally, property sitting inside the operating company, no rules between shareholders: a fragile structure.
- Personal wealth exposed to business risk
- Dividends taxed inefficiently
- No plan for generational succession
Our solution
We define the corporate structure best suited to your real objectives, with an orderly implementation path.
- Choice of jurisdiction and corporate form
- Contributions, spin-offs and reorganisations with prior valuation
- Shareholder agreements and governance rules
Bespoke design
No off-the-shelf models: the structure follows your strategy, not the other way round.
Economic substance
We build real entities, with genuine governance and effective activity.
Notarial and legal network
We coordinate notaries and lawyers in Italy and Spain for a smooth execution.
Ongoing support
We stay with the holding company for years, not just at incorporation.
Our method
Four defined phases, with clear objectives and responsibilities at every step.
- 01
Analysis
A complete picture of your tax, corporate and financial situation.
- 02
Strategy
Quantified alternative scenarios and the choice of the most solid direction.
- 03
Implementation
Coordinated execution with local notaries, banks and professionals.
- 04
Ongoing support
Monitoring, compliance and periodic review of the structure.
Frequently asked questions
Let's talk about your project.
A confidential first conversation to understand your situation and point you towards the most solid direction.