Pre-IPO family trust: key points to note Yumei Zhang TEP, STEP HONG KONG BRANCH NEWSLETTER Business owners considering raising funds from the public by having their private shares listed for sale on a regulated stock exchange (IPO) often need to think beyond the corporate aspect of the listing process. This…

New regulated solutions in Switzerland – embedding the family office within a dedicated or private trust company  Jessica Schaedler, The International Family Offices Journal (Vol 8  Iss1) Introduction Private trust companies (PTCs) have gained significant popularity as wealth management tools among high-net-worth families worldwide. PTCs are particularly appealing to families…

Il trust e i comitati di esperti: quando e perché istituirli? di Barbara Demergazzi, Compliance Officer Quando ci si sofferma sui soggetti del trust si pensa al disponente, ai beneficiari, al trustee ed eventualmente al protector. Ma, accanto a questi soggetti, possono coesistere uno o più comitati, con il compito…