In many cases, we facilitate advantages through the incorporation of an investment holding company (that may include stock and bond portfolios), to protect the future security of family members.
Our team structures corporations to protect assets from personal creditors and litigation concerns, as well as ensuring they facilitate income sprinkling and redistribution among family members – including intergenerational transfer of assets. In addition, such corporations can be used to hold U.S. assets as stocks and bonds in order to avoid U.S. estate tax.
