REPORTING & COMPLIANCE FOR FAMILY HOLDING STRUCTURES

In today’s environment of transparency and information exchange, careful analysis, prudential tax reporting and diligent compliance are essential. 

VALUEworks believes that families are best served with simple and flexible trust, company or foundation structures to hold the family wealth. These are easy to understand, sustainable and do not trigger unnecessary legal, compliance and accounting work in multiple jurisdictions.

We often support families in restructuring and simplifying their existing, often inherited structures, ultimately leading to efficiencies, lower costs and peace of mind.