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FIDUCIARY STRUCTURING
 
     
  Summary Description  
  This workshop improves relationship managers’ ability to develop more global business by applying the basics of Offshore Investment, Tax and Succession Structuring.  
     
  Methodology  
  Presentations, case studies, group work and classroom discussion  
     
  Target Audience  
  Relationship managers and their supervisors  
     
  Main Topics  
 
Problems with lack 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, and foundations
Choosing a jurisdiction
Other offshore planning solutions
Confidentiality in offshore structuring
 
       
 
  Duration  
  1 to 2 days  
     
   
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