Category: Alternative Investment Funds

Wealth planning quick course: the private foundation, Part 3

In the next four posts, we will discuss the foundation, the private foundation, the trust, and the trust foundation in a few thoughts, summarising the most important facts. We will look at all four institutions from the same perspective, which we will summarise in a table for our readers at the end. The topic of […]

Learn more

Wealth planning quick course: the trust foundation, Part 2

  In the next four posts, we will discuss the foundation, the private foundation, the trust, and the trust foundation in a few thoughts, summarising the most important facts. We will look at all four institutions from the same perspective, which we will summarise in a table for our readers at the end. The topic […]

Learn more

Another abbreviation? Yes! The FATCA statement

In one of our previous articles, we already talked about abbreviations such as AML, PMT, UBO, PEP, CCD, or KYC, and we also talked about the FCPA. How many and how many abbreviations. If we want to see the whole picture, we cannot leave FATCA out of the list either. Our topic today is the […]

Learn more

Family office solutions in Hungary

Hungary is currently not on the shortlist of wealthy families and private clients when they choose the best location for their family office/private office structure. The reason is that the flexible and efficient Hungarian wealth management and estate planning soltutions are not widely known among the wealth management service providers. Private holdings – the simpliest […]

Learn more