Private: Megha Ramani's Case Studies

Wealth investment structures

This matter involved advising a UK resident, UK domiciled recipient of a significant legacy who was intending to relocate to the US in the near future on suitable investment structures. The advice included comparative merits and demerits of investing via:

  • a family investment company
  • an open ended investment company (onshore and offshore)
  • a family limited partnership
  • a US limited liability company, and
  • a US limited liability partnership

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Family investment company

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