Mutual Investment Funds

A mutual investment fund is a tool intended for diversification and structuring of the client’s assets. This long-established investment structure stands out for the following advantages:

• Risk diversification and asset protection under the Russian law
• Tax optimization and ownership confidentiality
• Resolving inheritance and ownership transfer issues

Personal Trusts

Personal trusts were introduced in Russia recently as an alternative for trust funds abroad.

This instrument enables to manage, preserve and transfer property and capital. A personal trust may include a vast scope of assets from cash, real estate and art and luxury items to securities, company shares (up to 100%), and copyrights.

Setting up a personal trust helps achieve the following objectives:

• Asset protection and effective management
• Risk sharing
• Confidentiality of ownership
• Estate planning