A principal causa de perda de valor familiar é a divisão do património sem qualquer regra ou orientação que não a partilha quantitativa.
O planeamento hereditário prévio ou em face da herança existente permite conciliar os justos anseios, expectativas, dos herdeiros com valores patrimoniais que não serão permitidos, ou alcançáveis, se o mesmo for simplesmente dividido.
Oferecendo serviços de administração a favor dos herdeiros podemos aumentar os rendimentos a todos.
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