Jurisdictional Considerations in Structuring a Family Charitable Entity

Factors for practitioners to think about when advising clients in the United States and the United Kingdom

Family advisors are often tasked with creating an entity that will be used to carry out a client’s philanthropic purpose. With increasing interest from global families in such vehicles, the advisor needs to consider where to form the charitable entity. The potential options may narrow if the client is seeking to obtain tax relief on a transfer to the charity. In that case, the entity may need to be formed in the jurisdiction of the client’s residence or where the potential charita

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