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The (mis)use of private investment companies in multinational wealth planning
The International Family Offices Journal
Vol. 7 - Iss. 3 pp. 54–59
Mar 2023
The Cayman Islands is of course also a popular location for the incorporation of private investment companies, which is the focus of the article by Myriam Soto, head of International Wealth Planning and Fiduciary Services at BYN Mellon Wealth Management. Myriam explores key considerations in respect of private investment companies including: the automatic exchange of information; economic substance; their use as estate planning vehicles; and more.