Creatrust > Family Office > Wealth Consolidation and dedicated Reporting > Income Reporting Services

Income Reporting Services


Creatrust can help in reportings for Family Offices and HNWIs, both on administration of income and on tax.

Due to the diversity of places where assets are held, the place of residence and  domiciliation of the several family members but also on the always growing demands from administrations and tax authorities, the Tax Reporting work is becoming a very complicated exercise.

 

Moreover, depending on the counrty concerned, the situation and the structure(s) held,  income reportings are necessary or not.

 

Creatrust's solution is to analyse:

  • the different types of assets (quoted or non quoted, private equities, real estate, non generating income possessions, art works, etc.)

  • the way these assets are held (in direct, in trust, via investment funds, in nominee through their bankers, in common ownership with other family members or third parties)

  • the place where they are situated (their country of residence but also in many others where they have former relation, where they were born, or where their bankers have sub custody, etc)

 

Creatrust will then provide a fair reporting for tax authorities.

 

 

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