Mark
Establishing an offshore family fund for an entrepreneur expanding business in the UK
提供的服务
Legal & Tax Planning
Fund Establishment
客户背景
Mark is a successful entrepreneur and father of three children. He is the owner of a successful company based in Hong Kong. The personal wealth he has accumulated over time includes his company shares and financial investments. To ensure the continued expansion of his business internationally, he moved to the UK, where he expects to remain a resident for several years. As a result, he is subject to UK tax on his worldwide assets.
客户目标
To have a structure around his assets, rather than holding them entirely in his own name, which he feels is now more appropriate.
To manage company dividends and investment income efficiently and legally to improve tax efficiency.
To maintain personal control over investment strategy and decision-making.
我们量身定制的解决方案
Oakcean assisted Mark in establishing his own family offshore fund. Through this fund, the Oakcean investment team are able to execute Mark’s investment strategy. Having Oakcean manage the day-to-day operations and reporting of his fund, significantly reduced the overall administrative burden, increased visibility of Mark’s financial investments, making decision-making easier for Mark.
With some cashflow planning and tax advice, Mark was also able to defer distribution of company dividends during his UK residency.
成果（迄今为止）
The fund structure provided asset protection and privacy.
His investment portfolio achieved compound, tax-deferred growth within the offshore fund structure.
Mark retained some investment autonomy while benefiting from professional, compliant management.
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