Our personal tax team advises individuals on the tax treatment and structuring of a broad range of financial and other investments, including sophisticated structured products and derivatives. Because we do not give investment advice means we objectively consider how investments should be structured and taxed. When assisting clients to buy we take into account the needs of particular clients, cross-border issues, taxation efficiency, and regulatory requirements.
In addition to offering advice as to the effect of their direct investment, we advise our clients on structuring their investments through the use of a partnership or corporate vehicle or a trust so as to achieve a better tax position.
We also advise funds and other investment managers on all aspects of investment structuring, taking into account the tax issues affecting the target investor including the type of investment, the type of holding structure and how funds are invested or distributed.
Mitchell R. Kops
DD: +1 203 974 0391
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