LIS for Foundations/Family Offices:
Perfect compliance. Elegant transfer. Full control.
Your Situation:
You are either a single-/ multi-family office or a foundation looking to reallocate a portion of your strategic asset allocation into alternative assets, or your investors (family members) are spread in different jurisdictions and want a regulated vehicle to bundle the family‘s assets into an efficient investment vehicle.
Challenges /requirements
- Ensure tax and regulatory compliance for the investors
- Reduce complexity by bundling the assets into one vehicle
- Control over the structure via family office or foundation
- Simplified transfer of fund interests in case of inheritance or donations
