Organização patrimonial diante das incertezas do mundo atual: as vantagens das holdings familiares

Abstract

It is known that effective strategic management is a management model in which the way of managing a family asset or company is changed, so that long-term objectives and goals are achieved. Therefore, the general objective of this research is to carry out a study on the role of family holdings in creating sustainable value in an uncertain context, and to highlight aspects that can contribute to the management of heritage organizations, highlighting the advantages of family holdings as a strategy of effective asset management. The research was carried out based on a review of the literature focused on the topic, contextualizing the study from a legal, accounting and administrative point of view. Next, a semi-structured interview consisting of four open questions was carried out with three independent professionals who deal with the topic, namely: a Lawyer, an Accountant and an Administrator. With the research carried out, it was concluded that even though family succession is becoming increasingly costly and bureaucratic in Brazil, this type of organization (family holding) can contribute to this process, even making it possible to avoid family conflicts, legal demands and being able to promote protection of assets.