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FIDUCIARY STRUCTURING
 
     
  Summary Description  
  This course improves relationship managers’ ability to develop more business by knowing and being able to apply the basics of  Investment, Tax and Succession Structuring.  
     
  Target Audience  
  All client relationship managers and their supervisors.  
     
  Main Topics  
 
Problems in the absence of planning – tax, succession and asset
management
Advantages of planning – taxation, succession and other benefits
Designing the structure
   - Types of assets – financial vs. other
   - Types of entities
          - Companies
          - Partnerships
          - Trusts
          - Foundations
  Choosing a jurisdiction
Other offshore planning solutions
Confidentiality in offshore structuring
 
       
 
  Duration  
  1 – 2 Days  
     
   
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