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.