Our Services
Private Company Holdings
Private Company Holdings
Forward and flexible in our approach to Private Company Holdings
A family business, owning private collections, high value assets or real estate, a private holding company can be used effectively for a variety of purposes.
Private companies are used worldwide as an effective means for the holding of a wide variety of assets and for managing risk however, their use can sometimes present difficulties. As non-financial assets that may not produce an investment return, some fiduciaries are reluctant to hold them in trust structures which makes a private company a more suitable vehicle.
Forward appreciate the important role such assets can play in family finances and we have a flexible and pragmatic approach to administering structures, including investments in private companies. We have access to an extensive network of professionals to assist in the management of such assets.
Key Features
The Forward Approach to Private Company Holdings
- Tailored solutions focused on asset protection and estate planning
- Director and company secretarial services
- Full administration, bookkeeping and accounting
- Full regulatory and compliance reporting
- Full Economic Substance compliance
- Access to a global network of professional advisors
- Maintenance of statutory records
- Management of all compliance related reporting e.g. FATCA and CRS
Our Team
Key Contacts
Debbie Du Feu
Director
Mark Grenyer
Director, Head of Funds
Related Services
Ready to move forward?
Talk to our team today and let's move forward together, with clarity and confidence.
