| 
Family Investment Companies (FICs)
Bermans’ corporate team advises individuals, families and their advisors on the formation, structuring and ongoing governance of FICS as an effective vehicle for wealth preservation, succession planning and tax-efficient asset management. FICs enable families to retain control over investment strategy while passing value to the next generation in a structured, long-term manner.
Working in collaboration with tax advisors, wealth managers and accountants we can help clients navigate the regulatory and compliance requirements relevant to FICs while also addressing key considerations such as confidentiality, control and risk management.
How can we help?
We would always recommend seeking professional accounting and taxation advise before deciding to put a FIC structure in place but, if you do decide that a FIC would be right for you, we can assist in all stages of its implementation, from incorporating the FIC entity, drafting its constitutional documents, and dealing with the transfers of shares both to it (in other companies) and in it (to family members or trusts).