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OUR SERVICES

•  Holding Systems, using PPI – Integrated Estate Planning methodology, for Families and Companies, aiming at (legal) Protection and Effective Management of Assets, Reduction of Tax Burden, and Planning of Succession Processes (without inventory).

•  Strategic Counseling for companies and businesses, aiming at defining and achieving results in areas of interest | Topics: Strategy, Modeling, Governance | Clients: Businessmen, CEOs, Entrepreneurs, Politicians; Teams, Committees and Boards..

PROFESSIONAL PROFILE (Bio)

•  Rogério A. Machado, CEO – Holding Experts, leads Estate Planning projects for Families and Companies, using holding companies; and serves Family Businesses, as a Consultant and Independent Advisor (Board Academy).

•  He has worked in Strategic Management (economic and financial modeling, business development and governance) for over 30 years, acting as an executive (advisor and corporate director in national groups, serving CEOs and Boards), consultant (various businesses), executive coach, speaker, professor (FGV-SP, UFPe, Maristas Recife, University of Salvador and others) and entrepreneur (real estate development and construction, distance learning, audiovisual production, fashion, and others).

•  Rogério is a member of Time Holding Brasil – a study group that brings together over 5 th Specialists in Family Wealth Planning (CSM Academy, RJ) | MS in Management (MIT) | Mechanical Eng. (UFPe) | PMC - Professional Master Coach (SLAC, SP + IAC, USA) | Professional articles on LinkedIn and comments on economics, politics and culture in several publications..

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