Ownership mapping
We start with an overview of the current interests, proposed owners and the changes you want the structure to support.
Business structures
Give your ownership
a clear structure.
Organise business interests and assets around the way you want to own, govern and develop them.
Discuss your plansHolding Structures
See the whole picture.
Then build the structure.
A holding entity is a way to organise ownership. Whether it is appropriate depends on the underlying companies or assets, the owners’ circumstances and the jurisdictions involved.
We help clarify the purpose and coordinate the formation and administration work with the legal and tax advice needed to assess the structure properly.
What we help with
Practical support.
Considered at every stage.
Jurisdiction and vehicle
We coordinate a review of suitable jurisdictions and entity types, taking account of the intended holdings and governance needs.
Implementation planning
We help organise incorporation, decision-making arrangements and the specialist work needed before assets or interests are transferred.
Ongoing coordination
We help align company administration, records and periodic reviews as ownership or family circumstances change.
What the structure holds
A considered home for your assets.
We begin with what you own and what you want the structure to achieve, then coordinate the corporate, legal and specialist advice around it.
Company interests
Bring operating-company shareholdings into a considered ownership structure, with decision-making and future transfers clearly documented.
Property assets
Review the ownership of eligible property, including financing, co-owner arrangements and the relevant property-registry requirements.
Intellectual property
Organise ownership and use of brands, software and other intellectual property through the appropriate assignments and agreements.
Investment portfolios
Coordinate a holding arrangement around the intended assets, banking or custody relationships, governance and professional advice.
The final structure depends on the assets, owners, jurisdictions and intended activities. Legal and tax outcomes require an assessment of those facts.
A useful starting point
Ownership with
a longer view.
- A clear picture of the assets or company interests involved.
- The people who will own or make decisions for the structure.
- Your priorities for governance, growth and future succession.
Do I need a holding entity for one business?
Not necessarily. The additional administration and costs should have a clear purpose. The starting point is the objective you are trying to achieve.
Can a holding company be Offshore?
It may be, depending on the chosen framework and the assets or activities involved. Holding describes the purpose; the jurisdiction and legal form are separate decisions.
Will this resolve succession or tax issues?
Those outcomes depend on the facts and applicable laws. We coordinate specialist advice so that the proposed structure can be assessed in its wider context.
Offshore Company Formation
Explore an Offshore structure for international interests, company ownership and asset holding.
Wealth & Asset Structuring
Offshore trusts, private trustee companies, DIFC foundations and international banking, brought together around your priorities.
Specialist & Private Client
Citizenship by investment, global banking introductions, family office advisory and strategic partnerships for your international plans.
Your next chapter starts with a conversation