Structuring tax-efficient investment. Olaechea is assisting Swiss Capitals in structuring a tax-efficient investment strategy regarding a real estate venture with the counterparty.
Tax analysis of investment structures: We are assessing various investment vehicles, including a trust, associative contract, Newco formation, stock purchases, and capital contributions, evaluating each for tax efficiency.
Mixed structure to optimise tax outcome: We are implementing a mixed approach of stock purchases and capital contributions to meet investment objectives while optimising tax outcomes.
Collaboration with financial advisors: Our team is coordinating with the client’s accounting and financial advisors to align the investment strategy with their financial goals.
Complex investment structuring: The importance of this matter lies in the complexity of its structuring, due to the parties’ particular needs and the investment method.
Latest development: We are assisting the client with each step of the case.
