Private wealth

ALPINE Group supports clients in matters of private wealth management in Russia and abroad. We develop tailored solutions that ensure protection, succession and tax efficiency of private wealth.

Services

“We do not use off-the-shelf answers. We create solutions that become part of the client’s long-term strategy”

Sergey Gerasimov

Managing Partner

We support clients from concept development to implementation of solutions

Establishment and administration of private funds in Russia for asset management and inheritance planning
Establishment and administration of foundations and trusts abroad in key international jurisdictions
Unblocking assets in Russia and abroad with legal and banking support throughout the process
Support during bank compliance checks when opening foreign accounts and structuring clients' assets
Establishment and administration of companies in Russia and abroad, including the development of corporate structures and company formation

We support clients from concept development to implementation of solutions

Expert materials

Current information and expert resources for doing business, taxation and asset management

Private foundations in the UAE: capital protection and succession

Establishing a private foundation in the UAE for asset protection and tax optimization

Learn how a private foundation can provide asset protection, tax efficiency and controlled succession

Private foundation in Russia: an alternative for asset management

Opportunities of a private foundation for preserving and growing capital

Explore how a private foundation in Russia can serve as an alternative for asset management

Company registration and bank account opening in South Africa

Services for company registration and bank account opening in South Africa

Learn how to register a company and open a bank account in South Africa

Unblocking assets with Euroclear and Clearstream

Information on the procedure for unblocking assets frozen by sanctions

Learn about the asset unblocking procedure

We deliver results

Cases

We provide solutions proven by time and international practice

We develop optimal solutions to protect the client's interests

Private client

An investor interested in creating a tax-efficient investment structure

Challenge

Develop an optimal and tax-efficient investment structure taking into account different forms and jurisdictions, as well as the requirements of Russian CFC legislation

Services

Jurisdiction analysis (tax level, cost of corporate infrastructure, financial year, etc.);
Selection of the tax configuration in accordance with Russian controlled foreign companies (CFC) legislation (CFC / non-CFC);
Determination of the form of the investment structure (company, trust, family foundation, investment fund, segregated portfolio company, etc.);
Structuring of financing options (capital contribution, loan);
Ongoing support of the established structure in accordance with the requirements of Russian CFC legislation (preparation of notifications, IFRS reporting)

Solution

An investment structure was established that was optimal from the standpoint of taxation and organizational form. The structure was maintained in full compliance with all requirements of Russian CFC legislation, including the preparation of notifications and IFRS reporting

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