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PROTECT YOUR ASSETS AND GROW YOUR BUSINESS WITH A HOLDING COMPANY
A Holding Company is a powerful business structure that allows you to own, control, and protect multiple assets under one entity. By creating a Holding Company, you can separate risks between your businesses, shield your personal wealth, and maximize tax benefits.
This strategy is not only for large corporations, small and medium sized business owners, real estate investors, and families can also use a holding company to safeguard their future. With the right structure, you gain more flexibility, easier access to capital, and long-term stability for your wealth and investments.
As your trusted advisor, we evaluate your individual tax situation and guide you through any tax challenges that develop. Our goal is to minimize your tax liability so that you can keep more of your hard-earned money. Here’s what else we do for you:
A Holding Company can be beneficial for different types of individuals and businesses. Here are some common examples:
1. Entrepreneurs with multiple businesses
If you run more than one company, a Holding Company allows you to place all of them under one parent entity. This way, each business is legally separated, so if one faces a lawsuit or financial problems, the others remain protected. It also simplifies management and growth since you control everything from one central structure.
2. Real estate and property investors
Owning multiple properties in your personal name or under a single company exposes you to unnecessary risks. A Holding Company lets you separate each property into its own entity, protecting your assets and reducing liability. For investors, it also provides tax advantages and makes it easier to raise capital.
3. Families planning for inheritance and wealth transfer
For families who want to protect their legacy, a Holding Company provides an organized way to pass on wealth to the next generation. Instead of transferring assets one by one, the Holding Company owns them all, making succession smoother and avoiding disputes. It’s an effective estate planning tool.
4. Business owners looking to grow with security
If you’re planning to expand into new markets, launch new ventures, or invest in different industries, a Holding Company gives you flexibility while minimizing risk. You can test new ideas without putting your main business or personal assets in danger.
There are several forms of Holding Companies, each serving different purposes. A Pure Holding Company exists solely to own or control other companies or assets, such as a family holding that manages businesses and real estate without direct operations. A Mixed Holding Company not only owns subsidiaries but also runs its own business activities—for example, a consulting firm that also controls real estate investments.
Finally, an Intermediate Holding Company is a subsidiary of a larger corporation but also holds control over other entities, a structure often used by global corporations to manage operations across different countries
Choosing the right partner to set up and manage your Holding Company can make the difference between just having a legal entity and building a solid foundation for long-term success. At Horta’s & Associates Group we go beyond simply creating structure. We design strategies to protect your assets, optimize your taxes, and secure your family’s future.
With us, you don’t just create a Holding Company — you gain a team of advisors committed to your protection and growth.
With us, you don’t just create a Holding Company — you gain a team of advisors committed to your protection and growth.
Horta’s & Associates Group is one of the premier accounting offices in Miami, led by a talented and dedicated team of public accountants, tax experts and financial planners. We stay abreast of the latest tax codes and laws to craft customized strategies for your wealth management, tax planning and business formation. We provide businesses and individuals with comprehensive accounting services to end their financial stress.
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