Family Holding Company

Family Holding Companies, generally structured as Family Limited Partnerships, are created to reduce the gift and estate tax burden of various investment assets through valuation discounts. In addition to avoiding the Florida intangible tax, a Family Holding Company provides avoidance of non-Florida estate tax on non-Florida real property.

A Family Holding Company integrates with other tax savings strategies in a beneficial manner, providing liability and asset protection. Gifting your wealth to family members is easy and flexible.

Asset management may be retained or delegated to other family members, and offers a flexibility not available in other estate planning techniques. The equity ownership, management and cash flow may be separated among family members. This permits management by some family members, while other family members enjoy the cash flow and equity appreciation.

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