FBK Legal Webinar: Personal Fund as Wealth Management Tool

21 April 2025

On 24 April 2025, FBK Legal will host the webinar “Personal Fund as a Wealth Management Tool”.

Speakers:

  • Alexei Nesterenko, Managing Partner, FBK Legal
  • Victoria Arutyunyan, Partner, FBK Legal
  • Maria Semenova, FCCA, Director, Transaction Tax Structuring Department, FBK Legal
  • Tatiana Herzog, Consultant, Transaction Tax Structuring Department, FBK Legal

Webinar programme:
11:05-11:30 Part I: Legal
Personal Fund: A New Tool for Asset Protection and Management in Russia

  • What challenges does creating a personal fund address?
  • Which assets are advisable to transfer to a personal fund?
  • How to effectively structure corporate governance for a personal fund?
  • How does a personal fund differ from a closed-end mutual investment fund (CEIF)?
  • What are the key considerations for registering a personal fund?

A personal fund for inheritance structuring

11:30-12:15 Part II: Tax
Taxation of a Personal Fund and its Beneficiaries

  • Tax implications when transferring assets to a personal fund;
  • at the personal fund level;
  • treatment of asset distributions from the fund.

Tax advantages and limitations of a personal fund for asset ownership and inheritance

Q&A Session

REGISTRATION

  • If you are interested in participation in the event, please send an application for consideration with your company name, your job title, and full name to Marketing_FBKLegal@fbk.ru.
  • Participation is free but requires confirmed registration.
  • When registering, please use your corporate email address.
  • Participation of law firm representatives and consulting companies is limited.
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