Same fact pattern above but Allen has recently negotiated and sold one of his operating companies. As part of this deal he was asked to provide personal guarantees with respect to certain warranties that formed...
Read moreConsider the same fact pattern, but consider a scenario where the interest in the family limited liability company is owned by an offshore trust, like a Cayman Islands Trust, a Guernsey Trust, or a Cook...
Read moreAllen is an entrepreneur. He has a number of successful operating businesses in the U.S. and has amassed enough capital to buy low risk income producing assets like real estate and stock in public companies....
Read moreThe Gates family are a London based family. They made their original wealth from a manufacturing business in Newcastle, which they sold 40 years ago. Today all of their capital is managed directly or indirectly...
Read moreThe Singh Family own a consortium of established businesses in India and substantial capital assets in the U.K., Dubai and Singapore. The majority of the non business assets are owned through a discretionary family trust...
Read moreThe Ballantyne Family have an established business in Melbourne, Australia and a family office from which they execute on investments within Australia and Asia. All business and investment matters have always run by the patriarch...
Read moreConsider the same fact pattern again but rather than receiving options Miranda was awarded restricted stock. Miranda engaged a tax expert at the time of being awarded her stock and made a 83(b) election with...
Read moreConsider the same fact pattern as above but shortly after Miranda has moved to the U.S. she is notified that her employer is being acquired and that all of her awards are going to be...
Read moreMiranda is a Managing Director and country head of a U.S. multinational financial institution. She has been based in Singapore for the last 10 years. She has recently been appointed to the C Suite and...
Read moreThe Smith family are an Australian based family office. They are currently looking to invest in the U.S. real estate hedge fund based in Atlanta which requires a 5 year commitment. The hedge fund is...
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