Investment Holding Companies

Individuals with significant personal financial assets look to our experienced team for guidance in protecting those assets.

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.

Other Industries

Speak to one of our team members today