Comprehensive Wealth Planning:
Integrated analysis and planning for family issues, wealth transfer, asset allocation and protection Family Advisor:
Maintaining family unity across generations, focusing on family missions, goals and governance Philanthropic Service:
Guidance in personal giving Investment Management:
ETF-focused portfolio construction based on benchmarks, client objectives and risk tolerance, and forward views of potential risk and reward, with daily monitoring and monthly portfolio re-weightings Reporting, Monitoring, Aggregation, Access: Utilizing and demonstrating a comprehensive view of assets and portfolio All professional athletes are exposed to frivolous lawsuits.
Significant tax and regulatory advantages exit for professional athletes who become brands. For starters, there are no direct taxes of any kind. A government mandate allows exempted companies, which are the most common fund vehicles, to remain tax-free for 20 years. Unit trusts (popular with Japanese investors) and exempted limited partnerships are allowed to remain tax-free for 50 years. Exempted limited partnerships in the Cayman Islands are popular with U.S. investors as they bear much resemblance to the Delaware limited partnerships they are already familiar with. There are no exchange control restrictions, which allow investment funds to flow freely in and out of the country. The Cayman Islands Monetary Authority (CIMA) is the sole authority for registration and regulation of funds that fall subject to the Mutual Funds Law, which was most recently revised in 2007. There is no requirement for companies to hold annual meetings. There are no restrictions on the issue of equity interests except for registration with CIMA. There are no restrictions on a fund’s ability to appoint prime brokers or custodians. Close to 87% of all listings on the Cayman Islands Stock Exchange (CSX) are made up of investment funds. The CSX has plenty of experience in listing investment funds such as hedge funds, umbrella funds, mutual funds, feeder funds, and various specialist funds. Should someone want to establish a hedge fund in the Cayman Islands, there is a vast pool of talented and experienced people in the fields of accounting, law, fund administration, and back office-type support ready to help out. The independent legal and judicial system has traditionally been based on a combination of English common law and local legislation. Caymanians seek to preserve these traditions while also keeping up-to-date with accepted standards of international finance. The Cayman Islands’ Government and the private sector each have a vested interest in working together to ensure the country maintains and strengthens its role as a major international financial center. * Asset allocation does not protect against loss of principal due to market fluctuations. It is a method used to help manage investment risk. Rebalancing assets can have tax consequences. If you sell assets in a taxable account you may have to pay tax on any gain resulting from the sale. Please consult your tax advisor.
Integrated analysis and planning for family issues, wealth transfer, asset allocation and protection Family Advisor:
Maintaining family unity across generations, focusing on family missions, goals and governance Philanthropic Service:
Guidance in personal giving Investment Management:
ETF-focused portfolio construction based on benchmarks, client objectives and risk tolerance, and forward views of potential risk and reward, with daily monitoring and monthly portfolio re-weightings Reporting, Monitoring, Aggregation, Access: Utilizing and demonstrating a comprehensive view of assets and portfolio All professional athletes are exposed to frivolous lawsuits.
Significant tax and regulatory advantages exit for professional athletes who become brands. For starters, there are no direct taxes of any kind. A government mandate allows exempted companies, which are the most common fund vehicles, to remain tax-free for 20 years. Unit trusts (popular with Japanese investors) and exempted limited partnerships are allowed to remain tax-free for 50 years. Exempted limited partnerships in the Cayman Islands are popular with U.S. investors as they bear much resemblance to the Delaware limited partnerships they are already familiar with. There are no exchange control restrictions, which allow investment funds to flow freely in and out of the country. The Cayman Islands Monetary Authority (CIMA) is the sole authority for registration and regulation of funds that fall subject to the Mutual Funds Law, which was most recently revised in 2007. There is no requirement for companies to hold annual meetings. There are no restrictions on the issue of equity interests except for registration with CIMA. There are no restrictions on a fund’s ability to appoint prime brokers or custodians. Close to 87% of all listings on the Cayman Islands Stock Exchange (CSX) are made up of investment funds. The CSX has plenty of experience in listing investment funds such as hedge funds, umbrella funds, mutual funds, feeder funds, and various specialist funds. Should someone want to establish a hedge fund in the Cayman Islands, there is a vast pool of talented and experienced people in the fields of accounting, law, fund administration, and back office-type support ready to help out. The independent legal and judicial system has traditionally been based on a combination of English common law and local legislation. Caymanians seek to preserve these traditions while also keeping up-to-date with accepted standards of international finance. The Cayman Islands’ Government and the private sector each have a vested interest in working together to ensure the country maintains and strengthens its role as a major international financial center. * Asset allocation does not protect against loss of principal due to market fluctuations. It is a method used to help manage investment risk. Rebalancing assets can have tax consequences. If you sell assets in a taxable account you may have to pay tax on any gain resulting from the sale. Please consult your tax advisor.
Philosophy
- We focus, first and foremost, on defending asset value — with administrative and operational efficiency.
- We define and measure risk in large structural changes, as well as day-to-day market movements.
- We offer investments and strategies that are not unnecessarily complex.
- We comprehensively and carefully communicate advantages and risks with our clients.
- We offer a customized, robust, and simple-but-effective portfolio that seeks to eliminate ineffective risk.
- We combine access to the capabilities of large institutions with the mobility of a small independent group.
Process
- We gain a deep understanding of the client, and the client’s goals, by helping to create an income stream in retirement, starting a charitable foundation, or creating a legacy.
- We define the client's risk tolerance, tax status, obligations, liabilities and future objectives.
- We recommend a customized asset allocation*.
- We help design the client’s individual portfolio.
- We provide daily monitoring of investments.
- We rebalance* portfolios based on market movements, changing landscapes in the capital markets, and/or changes in client needs and goals.