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FIDUCIARY STRUCTURING
 
     
  Summary Description  
  This course improves relationship managers’ ability to develop more global business by knowing and being able to apply the basics of Offshore 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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Retail & Consumer Banking
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