Empresas familiares e o planejamento sucessório por holding

Detalhes bibliográficos
Autor(a) principal: Francisco, Susana Crocetta
Data de Publicação: 2017
Tipo de documento: Trabalho de conclusão de curso
Idioma: por
Título da fonte: Repositório Universitário da Ânima (RUNA)
Texto Completo: https://repositorio.animaeducacao.com.br/handle/ANIMA/6035
Resumo: The objective of this work was to analyze the advantages of the use of a holding company in relation to the interest of family companies in the scope of succession planning. This is based on studies of the fundamentals, principles and theories of civil and corporate law from doctrinal positions on the general and specific characteristics of a holding company and its forms of creation. As a method of approach, the deductive method was used, since several universal propositions were analyzed in order to reach a particular proposition of the researcher. As a method of procedure, the monographic method was used, and detailed research was done on legislation and doctrines in order to obtain generalities and, from this, to establish the conclusions and possible answers to the research problem. As a result of the research, it was noticed that succession planning, using corporate species such as holdings in their most diverse forms, is an instrument that, in addition to considerably enhancing the longevity of a family property, protects future generations against reduction of assets, prioritization of the will of the holder of the equity, admits the control and generation of the equity until the moment of its transfer to the successors, avoids eventual changes in the management of the businesses by the different profiles of the heirs and in the personal and familiar aspect, and in addition, it prevents the costly and slow intervention of the inventory process. Finally, it is concluded that it is incumbent upon legal, administrative and economic professionals to work in an interdisciplinary way, carefully studying every possible point that, in turn, should serve as a better tool to predict the legal effects of family succession.
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spelling Empresas familiares e o planejamento sucessório por holdingFamily businesses and succession planning by holdingEmpresas familiaresHerança e sucessãoHoldingThe objective of this work was to analyze the advantages of the use of a holding company in relation to the interest of family companies in the scope of succession planning. This is based on studies of the fundamentals, principles and theories of civil and corporate law from doctrinal positions on the general and specific characteristics of a holding company and its forms of creation. As a method of approach, the deductive method was used, since several universal propositions were analyzed in order to reach a particular proposition of the researcher. As a method of procedure, the monographic method was used, and detailed research was done on legislation and doctrines in order to obtain generalities and, from this, to establish the conclusions and possible answers to the research problem. As a result of the research, it was noticed that succession planning, using corporate species such as holdings in their most diverse forms, is an instrument that, in addition to considerably enhancing the longevity of a family property, protects future generations against reduction of assets, prioritization of the will of the holder of the equity, admits the control and generation of the equity until the moment of its transfer to the successors, avoids eventual changes in the management of the businesses by the different profiles of the heirs and in the personal and familiar aspect, and in addition, it prevents the costly and slow intervention of the inventory process. Finally, it is concluded that it is incumbent upon legal, administrative and economic professionals to work in an interdisciplinary way, carefully studying every possible point that, in turn, should serve as a better tool to predict the legal effects of family succession.O objetivo deste trabalho foi analisar as vantagens da utilização de uma holding no que tange ao interesse das empresas familiares no âmbito do planejamento sucessório. Isso com base nos estudos dos fundamentos, princípios e teorias do direito civil e empresarial a partir de posicionamentos doutrinários sobre características gerais e específicas de uma holding e suas formas de criação. Como método de abordagem, foi utilizado o Método Dedutivo, pois foram analisadas diversas proposições universais a fim de alcançar uma proposição particular da pesquisadora. Como método de procedimento, utilizou-se do Método Monográfico, sendo feitas minuciosas pesquisas na legislação e doutrinas a fim de obter generalidades e, a partir disso, estabelecer as conclusões e possíveis respostas ao problema de pesquisa. Como resultados da pesquisa, percebeu-se que o planejamento sucessório, utilizando-se de espécies societárias como as holdings em suas mais diversas formas, é um instrumento que, além de majorar consideravelmente a longevidade de um patrimônio familiar, protege as futuras gerações contra a diminuição dos bens, prioriza o ato de vontade do titular do patrimônio, admite o controle e geração do patrimônio até o instante de sua transferência aos sucessores, evita eventuais mudanças na gestão dos negócios pelos diferentes perfis dos herdeiros e sob o aspecto pessoal e familiar, e, além disso, previne a intervenção onerosa e lenta do processo de inventário. Por fim, conclui-se que compete aos profissionais das áreas jurídica, administrativa e econômica trabalharem de forma interdisciplinar, estudando minuciosamente cada ponto possivelmente relevante que, por sua vez, deve servir como um melhor instrumento para prever os efeitos jurídicos da sucessão familiar.Willemann, RicardoFrancisco, Susana Crocetta2017-12-04T11:56:48Z2020-11-27T03:26:51Z2017-12-04T11:56:48Z2020-11-27T03:26:51Z2017info:eu-repo/semantics/publishedVersioninfo:eu-repo/semantics/bachelorThesis94 fapplication/pdfhttps://repositorio.animaeducacao.com.br/handle/ANIMA/6035Direito - TubarãoTubarãoAttribution-NonCommercial-NoDerivs 3.0 Brazilhttp://creativecommons.org/licenses/by-nc-nd/3.0/br/info:eu-repo/semantics/openAccessporreponame:Repositório Universitário da Ânima (RUNA)instname:Ânima Educaçãoinstacron:Ânima2020-12-01T21:00:32Zoai:repositorio.animaeducacao.com.br:ANIMA/6035Repositório InstitucionalPRIhttps://repositorio.animaeducacao.com.br/oai/requestcontato@animaeducacao.com.bropendoar:2020-12-01T21:00:32Repositório Universitário da Ânima (RUNA) - Ânima Educaçãofalse
dc.title.none.fl_str_mv Empresas familiares e o planejamento sucessório por holding
Family businesses and succession planning by holding
title Empresas familiares e o planejamento sucessório por holding
spellingShingle Empresas familiares e o planejamento sucessório por holding
Francisco, Susana Crocetta
Empresas familiares
Herança e sucessão
Holding
title_short Empresas familiares e o planejamento sucessório por holding
title_full Empresas familiares e o planejamento sucessório por holding
title_fullStr Empresas familiares e o planejamento sucessório por holding
title_full_unstemmed Empresas familiares e o planejamento sucessório por holding
title_sort Empresas familiares e o planejamento sucessório por holding
author Francisco, Susana Crocetta
author_facet Francisco, Susana Crocetta
author_role author
dc.contributor.none.fl_str_mv Willemann, Ricardo
dc.contributor.author.fl_str_mv Francisco, Susana Crocetta
dc.subject.por.fl_str_mv Empresas familiares
Herança e sucessão
Holding
topic Empresas familiares
Herança e sucessão
Holding
description The objective of this work was to analyze the advantages of the use of a holding company in relation to the interest of family companies in the scope of succession planning. This is based on studies of the fundamentals, principles and theories of civil and corporate law from doctrinal positions on the general and specific characteristics of a holding company and its forms of creation. As a method of approach, the deductive method was used, since several universal propositions were analyzed in order to reach a particular proposition of the researcher. As a method of procedure, the monographic method was used, and detailed research was done on legislation and doctrines in order to obtain generalities and, from this, to establish the conclusions and possible answers to the research problem. As a result of the research, it was noticed that succession planning, using corporate species such as holdings in their most diverse forms, is an instrument that, in addition to considerably enhancing the longevity of a family property, protects future generations against reduction of assets, prioritization of the will of the holder of the equity, admits the control and generation of the equity until the moment of its transfer to the successors, avoids eventual changes in the management of the businesses by the different profiles of the heirs and in the personal and familiar aspect, and in addition, it prevents the costly and slow intervention of the inventory process. Finally, it is concluded that it is incumbent upon legal, administrative and economic professionals to work in an interdisciplinary way, carefully studying every possible point that, in turn, should serve as a better tool to predict the legal effects of family succession.
publishDate 2017
dc.date.none.fl_str_mv 2017-12-04T11:56:48Z
2017-12-04T11:56:48Z
2017
2020-11-27T03:26:51Z
2020-11-27T03:26:51Z
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dc.relation.none.fl_str_mv Direito - Tubarão
dc.rights.driver.fl_str_mv Attribution-NonCommercial-NoDerivs 3.0 Brazil
http://creativecommons.org/licenses/by-nc-nd/3.0/br/
info:eu-repo/semantics/openAccess
rights_invalid_str_mv Attribution-NonCommercial-NoDerivs 3.0 Brazil
http://creativecommons.org/licenses/by-nc-nd/3.0/br/
eu_rights_str_mv openAccess
dc.format.none.fl_str_mv 94 f
application/pdf
dc.coverage.none.fl_str_mv Tubarão
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instname:Ânima Educação
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