We design holding company architectures that align ownership, governance, and capital flows across jurisdictions, tailored to each family's complexity, whether managing assets across Canada and Latin America or consolidating entities under unified governance.
Our approach maps the existing ownership landscape, identifies redundancies and optimization opportunities, then architects a structure balancing governance clarity with tax efficiency and regulatory compliance.
Every structure is audit-ready from inception, with documented decision-rights, capital allocation protocols, and institutional-grade reporting frameworks.
Where This Work Shows Up
Multi-Generational Canadian Family
Consolidated three generations of operating companies and investment vehicles under a single holding architecture with clear governance and capital allocation across 12 entities.
Cross-Border Founder
Designed a holding structure for a Canadian–Brazilian entrepreneur, optimized ownership across both jurisdictions while maintaining governance clarity.
Family Office Restructuring
Re-architected entity structure for next-generation involvement, defined clear decision rights and capital flow mechanisms.