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, trusts and insurance*

Our contacts

Mauricio Geninazzi

Mauricio Geninazzi

Portfolio Investment Holding,
Estate Planning Solutions,
Corporate & Trust

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

Our contacts

Mauricio Geninazzi

Mauricio Geninazzi

T+598 2518 3166
Emgeninazzi@citco.com
LMontevideo
Sal Weyers

Sal Weyers

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