Event Presentation - Family Office CRS Reporting

Zac Lucas

Partner – International Private Wealth

Spencer West LLP

  • Overview (Fund Management / Fund Company)
  • Family Office Structure, Common Reporting Errors
  • Family Office Trust, Common Reporting Errors
  • Family Offices and CRS Anti-Avoidance Rules
  • IRAS Family Office Audit Requirements
  • OECD Changes to CRS, Family Office Implications

 

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