C MOTTA acts as a strategic legal partner to family groups, business-owning families, shareholders, heirs, officers and directors, and boards in corporate, wealth, and succession planning matters. Our advice combines corporate law expertise, governance, transactional experience, and institutional insight into family business relationships, with a focus on continuity, stability, value preservation, and intergenerational transition. We help build structures that separate ownership, management, wealth, and family, reducing decision-making ambiguities and establishing clear rules for growth, succession, liquidity, family member participation, and conflict resolution.

+ Corporate Organization of Family Groups

Advice on the structuring and review of operating companies, holding companies, sub-holdings, wealth vehicles, corporate arrangements, and family control structures.

+ Corporate Succession Planning

Structuring of corporate rules for succession, transfers of equity interests, preservation of control, management continuity, and generational transition.

+ Family and Wealth Holding Companies

Formation, reorganization, and review of family, wealth, and business holding companies, with definition of capital, equity ownership, voting rights, economic rights, and management rules.

+ Shareholder and Partner Agreements for Family Groups

Drafting and negotiation of shareholders’ agreements, quotaholders’ agreements, controlling blocks, voting rights, transfer restrictions, rights of first refusal, liquidity rights, call and put options, and exit mechanisms.

+ Family Protocol

Structuring of family protocols with rules on management participation, entry of family members into the business, succession, shareholder education, compensation, dividends, liquidity, family representation, and dispute resolution.

+ Family Governance

Design of family councils, family assemblies, family committees, alignment forums, participation rules, recurring agendas, decision documentation, and integration with corporate governance.

+ Advisory Boards and Professionalization

Structuring of advisory boards, boards of directors, advisory committees, and reporting routines to support the professionalization of management and strategic decision-making.

+ Separation of Ownership, Management, and Wealth

Organization of roles, authority, approval thresholds, rights, and responsibilities of partners, heirs, officers and directors, active family members, and family investors.

+ Entry of Family Members into the Business

Definition of criteria for family members to join the business, including education requirements, minimum experience, performance evaluation, compensation, progression, termination, and reporting-line conflicts.

+ Liquidity and Exit of Family Members

Structuring of liquidity rules, purchase and sale of equity interests, independent third-party valuation, installment payments, transfer restrictions, rights of first refusal, tag-along, drag-along, and exit mechanisms.

+ Dividends, Reinvestment, and Family Economic Policy

Organization of rules on distributions, reserves, reinvestment, withdrawals, compensation of officers and directors, family benefits, and alignment between the business and family wealth.

+ Conflict Prevention and Resolution

Structuring of mechanisms for mediation, escalation, family council, arbitration, deadlock, buy-sell provisions, shotgun clauses when appropriate, and procedures for documenting disagreements.

+ Family Corporate Reorganizations

Execution of mergers, spin-offs, capital increases and reductions, contributions of assets, intragroup reorganizations, business segregation, and simplification of family structures.

+ Wealth, Strategic Assets, and Operating Companies

Legal organization of the relationship among family wealth, strategic assets, real estate, equity interests, operating companies, holding companies, and investment structures.

+ Governance for Controlling and Significant Shareholders

Advice to controlling shareholders, significant shareholders, and family blocks on corporate duties, relationships with minority shareholders, material resolutions, conflicts of interest, and preservation of governance.

+ Intergenerational Continuity

Legal support for generational transition, preparation of successors, organization of voting and economic rights, stability of control, and preservation of the group’s decision-making capacity.

+ Documentation, Traceability, and Execution

Preparation of articles of organization, bylaws, minutes, corporate agreements, family protocols, internal policies, board regulations, and approval documents with proper records of decisions.

+ Advice in Critical Moments

Advice in events involving succession, death, divorce, partner separation, business sale, entry of an investor, family dispute, leadership transition, and significant wealth reorganization.