Family investment fund eligibility permits flexible structures, requires minimum investment, and allows additional vehicles under an integrated framework. Family Investment Funds may be constituted as companies, contributory trusts, limited liability partnerships, or other permitted forms. Contributory ... Summary
Family investment fund eligibility permits flexible structures, requires minimum investment, and allows additional vehicles under an integrated framework.
Family Investment Funds may be constituted as companies, contributory trusts, limited liability partnerships, or other permitted forms. Contributory trusts must ensure identifiable beneficiaries, determinable beneficiary shares, and that subsequent contributions do not make beneficiaries or their interests indeterminate. The fund must maintain a minimum investment of USD 10 million within three years of registration. Additional investment vehicles may be established upon filing documents and paying applicable fees, and are aggregated with the fund for the minimum-investment condition.
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