FBK Legal Webinar: Personal Fund as Wealth Management Tool
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.
