In addition, the group manages a private fund platform that serves as Family Offices for the ownership and management of the operating businesses and assets of business families. Under the private fund platform, our business family clients seek to achieve one or several fundamental goals in company ownership for long-term family investors, namely:
Security - Jurisdictional protection and Professional Oversight
Privacy –Shareholder privacy and compliance with Common Reporting Standards
Tax Efficiency – Use of National Tax Codes, Treaties and Jurisdictions
Investments take the form of private and public equity, corporate debt, and direct ownership of real assets and property. Fund activities include ownership structuring, preservation and distribution of beneficial and legal interests, and tax and jurisdiction planning.
To manage client portfolios Abacus Capital employs a few different asset management formats, including: mutual funds, unit trusts, managed accounts and special purpose investment vehicles.