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.

Key services

  • Company establishment and administration

  • Accounting

  • Integrated wealth planning through foundations and trusts

Our contacts

Mauricio Geninazzi

Mauricio Geninazzi

Business Development,
Governance Services

T+598 2518 3166
Emgeninazzi@citco.com
LMontevideo

Sal Weyers

Sal Weyers

Portfolio Investment Holding,
Corporate & Trust

T+1 284 852 2055
Esweyers@citco.com
LBritish Virgin Islands