Your holding company

As a wealthy individual or family, you may choose to hold investment portfolios in a personal holding or investment company. However, the tax considerations related to owning assets through a holding company can be quite different from those related to owning assets personally, and a corporate structure introduces many other considerations.  

Our dedicated team of advisors can help you find the best solution for you and your wealth. How do you pass parts of the company on to the next generation? Should it be as gifts or as inheritance – and can you still maintain control even after transferring ownership? These are some of the questions we could help you answer.