Sentences with phrase «asset holding structures»

With over 5 years experience in the litigation, Scott works on proactively building tax advantaged companies which double as defensive asset holding structures to stop lawsuits before they are ever filed.

Especially when dealing with foreign asset holding structures or evaluating foreign investment opportunities, clients tend to continue operating under the same mind - set, thus often paying too little attention to regional conditions; but the proverb «when in Rome, do as the Romans do» strongly prevails.

All of the above demonstrates a move towards interpreting trustee and nominees» duties widely and a willingness to look through asset holding structures which have any appearance of artificiality.

«The BVI remains firmly entrenched as one of the premier offshore jurisdictions, particularly for international transactional work and asset holding structures.

Advising Tadhamon Capital, administrators of a Bahraini Shari'ah compliant investment fund, on its acquisition of a special educational establishment in the UK including relating to the establishment of Shari'ah compliant asset holding structure.

Not exact matches

«So we suggest that in all cases, if they're minor children, a trust structure is used to hold the assets and allot them to the children as the client and we recommend is necessary over time.»

GoDaddy Inc. was incorporated in May 2014 and, pursuant to a reorganization into a holding corporation structure, will become a holding corporation whose principal asset will be a controlling equity interest in Desert Newco.

Pursuant to a reorganization into a holding company structure, we will be a holding company and our principal asset will be a controlling equity interest in Desert Newco, LLC (Newco).

The billionaire may control listed assets through a holding company in which ownership is not fully transparent, or have partnerships and structures that require calculated assumptions of ownership.

We have extensive experience in establishing and administering real estate structures for joint ventures, funds and long - term asset holdings.

Schaufeld and his wife have structured trusts that once held stock in his business but now have been diversified into other assets.

If we consolidate the stock and bond holdings, we are left with an 8 ETF portfolio that still closely maintains the stated portfolio structure and asset allocation of PRPFX and, as we will see below, has been highly correlated to the 14 ETF portfolio:

If we consolidate the stock and bond holdings, we are left with an 8 ETF portfolio that still closely maintains the stated portfolio structure and asset allocation of PRPFX and, as we will see below, has been highly correlated to the 14 ETF portfolio:

Corporate assets can also be used for income splitting purposes as well, Tom, but if you don't already have the proper share structure in place, you may need to incur several thousand dollars in legal fees to restructure your holding company.

No assets should be bought that the liability structure of the bank can not hold until maturity.

MBIA, Inc. is a holding company, which through its subsidiaries, provides financial guarantee insurance, as well as related reinsurance, advisory and portfolio services and asset management advisory services, for the public and structured finance markets.

A legal structure that holds assets for the benefit of unit holders.

I've seen structured assets rated AAA where the collateral is okay, and the likely realization of value is in the 90s, if you can hold it for 5 years.

If your asset allocation is structured to hold 60 % equity then don't push it to 80 %.

Some structured products offer protection of the principal — when held to maturity, subject to issuer credit risk, thus offering a lower risk than investing in the underlying asset directly.

She regularly advises on investment and corporate holding structures for international businesses and creating asset holding, governance and succession structures using bespoke trusts or foundations.

The transaction involved business transfers, share exchange arrangements, the transfer of complex intellectual property and assets, the creation of a bespoke tracker share regime and holding company structure to facilitate complex capital sharing arrangements, and the creation of a performance led employee EMI share scheme.

The position can be further complicated if, for example, the business is active and has assets around the world, all held in a complex web of inter-related onshore and offshore corporate and trust structures.

One respondent cautioned against using the corporate structure of a PBC for anything other than holding native title, such as commercial enterprise, because although the NTA protects native title rights and interests held by the PBC from liability incurred by the body corporate, the non-native title assets of the PBC, of individual members and of the broader native title group could be at risk if the PBC was wound up for any reason.

This suggests that given the exact same underlying investment (in property or in any other asset), the expected return for holding it in a publicly traded structure as opposed to a non-traded structure ought to be at least 4 percent higher.

According to Dodd - Frank risk retention rules that went into effect last December, sponsors and third - party investors of an asset - backed securitization are required to retain a 5 % interest in the transaction under the form of a vertical (5 % of each class), horizontal (5 % of the lowest bonds in the deal waterfall), or hybrid structural holding (combination of the vertical and horizontal structures equal to 5 %).