Portfolio Investment Holding
A personal holding company is one of the planning vehicles utilised by high net worth individuals to hold an investment portfolio, real estate, shares in a family company, or an art collection.
Holding assets through a personal portfolio holding company may provide both estate planning and tax benefits.
We provide formation, corporate secretarial , financial and regulatory services to keep personal holding companies in good standing.
Company establishment and administration
Integrated wealth planning through foundations, trusts and insurance*