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An Innovative Tool In Private Wealth Management

July 2016 Peter Ch'ng

The benefits and uses of Bermuda segregated accounts companies (SACs) to ring-fence assets and liabilities in insurance and investment fund structures are long-established.The Bermuda Supreme Court has consistently upheld confidence in, and the strength of the SAC.

In the private client sector, use of an SAC mutual fund company can be a unique addition to the usual combination of trust and corporate entities for wealth management. A private SAC mutual fund dedicated to a high-net-worth family may achieve flexible and diverse investment and inter-generational asset protection objectives, while offering a greater degree of engagement by family investors.

 

To continue reading full articles in PDF format:
An Innovative Tool In Private Wealth Management

 


Peter Ch'ng
Partner

HONG KONG   (852) 2842 9593


This article was first published in HFM Week - Bermuda 2016

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Articles

An Innovative Tool In Private Wealth Management

20 July 2016 Peter Ch'ng

The benefits and uses of Bermuda segregated accounts companies (SACs) to ring-fence assets and liabilities in insurance and investment fund structures are long-established.The Bermuda Supreme Court has consistently upheld confidence in, and the strength of the SAC.

In the private client sector, use of an SAC mutual fund company can be a unique addition to the usual combination of trust and corporate entities for wealth management. A private SAC mutual fund dedicated to a high-net-worth family may achieve flexible and diverse investment and inter-generational asset protection objectives, while offering a greater degree of engagement by family investors.

 

To continue reading full articles in PDF format:
An Innovative Tool In Private Wealth Management

 


Peter Ch'ng
Partner

HONG KONG   (852) 2842 9593