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– Framework of Asset Protection in Switzerland and Family Office Management –

Date 4 April 2012 (Wed) and 5 April 2012 (Thu) 14:00-18:30
Venue Japan M&A Center Seminar Room
Organization Japan M&A Center
Audience Board member of Japan M&A Center, Japanese CPA and Tax Lawyer (limited to 1 person from one office)
Speaker Katsura Suzuki
Content of the Speech
  • Introduction of Switzerland – Asset protection and managemen
    • Idea of Family Office
      • 1/3 of offshore money is in Switzerland
      • What is family office?
      • Important Service of Family Office
    • Structure of Swiss Taxation
      • Agreement between Japan and Switzerland (Free Trade Agreement, Double Tax Treaty)
      • Low corporate tax rate
      • Negotiable tax system (tax ruling)
      • Individual taxation (Income tax, Inheritance and Gift tax)
      • Favorable taxation for HNWIs
      • Swiss Obligation Code – Civil Law
      • Asset protection and management in Switzerland
  • Examples of Swiss holding company scheme (prepared by Kendris)
    • Swiss Holding structures for Japanese HNWIs and Corporations
      • Japanese Anti Tax Heaven rule
      • Tax deferral advantage for Japanese Corporation investing in foreign passive Investment
      • Tax deferral Advantage for Japanese Individual investing in foreign Securities
      • Parent's Loan to Children owned Foreign Investment Holding Company
      • Structure to monetize Japanese listed Stocks through Foreign Investment Holding Company
      • Income Tax Comparison
  • Japanese Investments in Switzerland: Corporate Law Aspects (prepared by Paul Payrot)
    • The Swiss Japanese Chamber of Commerce
    • Recent Japanese Investment in Switzerland
    • Financial Company in Switzerland: Requirements
    • The Corporation
    • Setting up the Corporation
    • Mandate with Swiss Trustee
  • Q&A