OPINION: Estate planning solution for families with US situs assets
On the cusp of an unprecedented intergenerational transfer of wealth, regional families are taking action. The adoption rate of domestically available tools – family holdings, foundations, SFOs – is unprecedent. But families may not necessarily be willing to consolidate all their foreign – particularly US situs – assets under a domestic vertical.
M/HQ Managing Partner Yann Mrazek and Carl Bolduc, Principal, CW Partners, share their view on the Wyoming PTC. Spoiler: they both like it a lot!
Who we are
M/HQ is a multi-services platform catering to successful individuals and international families. Our one-stop-shop offering is unique in the Middle East: a holistic and cross-disciplinary combination of a market-leading corporate services firm, a private client specialist team, and a regulatory & compliance services practice, all through one single platform.
We have extensive experience advising on a broad range of wealth structuring and legacy planning issues. We particularly assist in establishing and servicing Family- and Group- Holdings, Single- and Multi- Family offices, Foundations, and other asset consolidation/protection and intergenerational wealth management structures.
Headquartered in the UAE, we are an entrepreneurial firm for entrepreneurial clients.