LIS for Foundations/Family Offices:

Perfect compliance. Elegant transfer. Full control.

Your Situation:

You are either a single-/ multi-family office or a foundation looking to reallocate a portion of your strategic asset allocation into alternative assets, or your investors (family members) are spread in different jurisdictions and want a regulated vehicle to bundle the family‘s assets into an efficient investment vehicle.

Challenges /requirements

Ensure tax and regulatory compliance for the investors
Reduce complexity by bundling the assets into one vehicle
Control over the structure via family office or foundation
Simplified transfer of fund interests in case of inheritance or donations

LIS Solutions

Based on the above profile, LIS can offer the following services:

Delegated Management Company
Multi-Investment Platform (Dedicated Fund Compartment)
Securitisation Platform

Contact

Luxembourg

Diana Vinarski

Director Client Service Management

diana.vinarski@sannegroup.com
T +352 26 34 56-67

James Kay-Hards

Director Ireland Branch
james.kay-hards@sannegroup.com
T +353 86 028 8883