Family Investment Company

Family Investment Company – Passing Assets to Family

A Merranti client wanted to pass assets to their family members; however, as they were still young. They wanted to control and manage the assets until the family had enough experience to be able to take control of themselves.

With a large family with opposing views and being worried about marriage and divorces, they wanted to leave the assets for generations to come.

Merranti recommended Family Investment Company which enabled our client to manage the assets; however, release the value and benefits to the family. As the client was in control of the dividends, they were able to dictate when the funds were released or invested for the future.

For further information on FIC’s click here for further info.

Category: IHT Planning
Client: Project 127
Date: 01/09/20
Website: n/a