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The Family Office Bermuda Mutual Fund Segregated Accounts Company: An Innovative Tool in Private Wealth Management

December 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 well-known and well-tested. The Bermuda Supreme Court has consistently upheld confidence in, and strength of the statutory segregation and ring-fencing of assets and liabilities in a SAC.

One novel area to explore is the use of an SAC in private client wealth management. In the private client sector an innovative use of a SAC mutual fund company can be a unique add-on feature to the usual combination of trust and corporate entities for wealth management. A private SAC mutual fund solely dedicated to a high net worth family may be established to achieve flexible and diverse investment and inter-generational asset protection objectives while allowing for a greater degree of engagement by family investors.

 

To continue reading full articles in PDF format:
The Family Office Bermuda Mutual Fund Segregated Accounts Company: An Innovative Tool in Private Wealth Management

 


Peter Ch'ng
Partner

HONG KONG   +852 2842 9593

Mobile   +852 6469 3378


This article was originally published in Eurekahedge, October 2016.

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Articles

The Family Office Bermuda Mutual Fund Segregated Accounts Company: An Innovative Tool in Private Wealth Management

01 December 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 well-known and well-tested. The Bermuda Supreme Court has consistently upheld confidence in, and strength of the statutory segregation and ring-fencing of assets and liabilities in a SAC.

One novel area to explore is the use of an SAC in private client wealth management. In the private client sector an innovative use of a SAC mutual fund company can be a unique add-on feature to the usual combination of trust and corporate entities for wealth management. A private SAC mutual fund solely dedicated to a high net worth family may be established to achieve flexible and diverse investment and inter-generational asset protection objectives while allowing for a greater degree of engagement by family investors.

 

To continue reading full articles in PDF format:
The Family Office Bermuda Mutual Fund Segregated Accounts Company: An Innovative Tool in Private Wealth Management

 


Peter Ch'ng
Partner

HONG KONG   +852 2842 9593

Mobile   +852 6469 3378


 

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Bermuda


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