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Client Suitability and Minimum Thresholds for Offshore Planning Structures
Client Suitability and Minimum Thresholds for Offshore Planning StructuresThese structures are not designed for the average investor. They are intended for ultra-high-net-worth clients with sufficiently significant assets and sufficiently complex cross-border considerations to justify the legal, tax, governance, and compliance work involved.The starting point is therefore not:“Can this structure be implemented?”It is:“Is this structure appropriate for this particular client?”👤 1️⃣ Who Is the Structure Designed For?The intended client profile generally includes individuals who:• Have…
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