TAX, LEGAL & STRUCTURING INTEGRATED TAX AND WEALTH PLANNING

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1 A MEMBER OF THE MORGAN & MORGAN GROUP YOUR FAMILY BUSINESS ADVISOR TAX, LEGAL & STRUCTURING INTEGRATED TAX AND WEALTH PLANNING

2 TAX, LEGAL & STRUCTURING MMG ZURICH MMG ZURICH SUCCESS FROM STABILITY MMG Zurich is a member of the Morgan & Morgan Group and a leading provider of trust and asset management services. We support private and institutional clients with custom-tailored solutions and a diversified portfolio of wealth preservation, structuring and management services. The origins of our company can be traced back to 1980, when Rogelio Tribaldos-Alba then the Consul General of the Republic of Panama in Zurich established MMG Panazur. In 1989, MMG Panazur was integrated in the Morgan & Morgan Group, from which MMG Zurich subsequently emerged. The Morgan & Morgan Group owes its steady growth to a solid foundation: Having originated from a small legal practice in Panama in 1923, in the 1980s and 90s it transformed from being the largest law firm in Central America to an international untertaking. The Group now maintains a network of 20 branches with more than 800 employees on three continents.

3 MMG ZURICH TAX, LEGAL & STRUCTURING WE DO NOT OFFER STANDARD PRODUCTS, WE DEVELOP SOLUTIONS TAILORED TO THE INDIVIDUAL SITUATION. Dr. Jürg P. Brinkmann Head Tax, Legal & Structuring

4 FAR-SIGHTED TAX AND WEALTH PLANNING YOUR CAPITAL FOR A SECURE FUTURE MMG Zurich is a Morgan & Morgan Group company with more than 90 years of experience in the legal and trust field. We offer private individuals, families, and business people integrated services for the structuring of complex, cross-border wealth issues and advise them in tax and legal matters. We work with our clients to develop solutions for a secure future this is done on the basis of the ethical and professional values that have been lived for generations among our founding families. YOUR BENEFITS AT A GLANCE At MMG Zurich you receive tailored solutions instead of standardised products. Our independence places your individual situation and needs at the centre of our efforts and guarantees objective analyses and recommendations. MMG Zurich has an interdisciplinary team of tax experts, attorneys, trustees, and family officers to provide you with competent advice and support in all aspects of wealth structuring and tax as well as estate planning. An extensive network and alliances with renowned partner firms allows us to operate in various jurisdictions and offer specialised corporate structuring services. As a family-run business, we are familiar with all the challenges posed by wealth preservation and the transfer of assets to future generations. We provide expert solutions tailored to a diverse range of interests. Private individuals and business people trust us because of the careful, transparent, and comprehensive way in which we analyse, communicate and resolve complex business and private issues. BESPOKE ADVICE Our specialists give every client their full attention, be it in the provision of extensive support in complex cross-border wealth planning issues or the targeted resolution of individual tax matters. We take the time to carry out a thorough evaluation of the individual client s needs, identify potential solutions, and highlight the pros and cons. Our aim is to develop the best-possible solution in an open and frank exchange. In the process, we analyse the whole picture, weigh up the business and private risks, and take all relevant aspects into account. Working with our interdisciplinary team, we look at complex situations from different angles and involve corresponding experts when putting solutions into practice. Daniel Tribaldos CEO Dr. Jürg P. Brinkmann Head Tax, Legal & Structuring

5 TAX, LEGAL & STRUCTURING MMG ZURICH OUR SERVICES COVER THE FULL SPECTRUM OF COMPREHENSIVE CLIENT SUPPORT, FROM THE ADVICE TO THE IMPLEMENTATION STAGE. Daniel Tribaldos CEO INDEPENDENT SOLUTIONS MMG Zurich s independent market positioning means that the advice given by our specialists is free of conflicts of interest in all domestic and international tax, wealth, and estate planning matters, working only with the foremost experts in the field. The extensive Morgan & Morgan Group network also stands for a service offering that can be customtailored to your needs in Switzerland and abroad without us having to resort to readymade product ideas. Integrity and quality are the pillars on which we develop successful and sustainable solutions on your behalf and lay a solid foundation of trust. COMPREHENSIVE SUPPORT The multidisciplinary offering of the Morgan & Morgan Group ensures you benefit not only from the bundling of various competencies but also from all-round support. This includes advisory support, operative performance and coordination, and monitoring of all implementation stages. Whatever your individual requirements are be it the need for more privacy in your financial affairs, the formulation of a tax-efficient wealth structuring plan, the desire for an amicable asset transfer solution, or savings achieved by outsourcing compliance services we deliver competent, trustworthy support across the board. DIRECTORSHIPS, TRUSTEESHIPS & FOUNDATION BOARD MEMBERSHIPS TAX & ESTATE PLANNING TAX, LEGAL & STRUCTURING COMPLIANCE SERVICES LEGAL CONSULTING SERVICES ACCOUNTING SERVICES CROSS-BORDER PRIVATE WEALTH STRUCTURING PRIVATE INDIVIDUALS, FAMILIES & ENTREPRENEURS CORPORATE & FAMILY GOVERNANCE

6 MMG Zurich / 101 E / The products and services described in this presentation contain information about the services provided by MMG Trust (Switzerland) Ltd and its affiliated company Leo Trustees LLC ( MMG Trust ). This presentation and the information contained therein do not constitute an advice, offer, an invitation to offer or a recommendation to enter into any counseling mandate and/or the staffing of a function respectively affiliation. The services of MMG Trust for potential clients ( parties ) require a separate written agreement. The mutual rights and duties between the parties result exclusively from this agreement. This presentation has been prepared by MMG Trust for discussion purposes only. Opinions expressed herein may differ from the opinions expressed by other departments or affiliates. This presentation is intended for your personal use. It is based upon information that has been provided by various sources MMG Trust considers reliable as of the date hereof, but MMG Trust does not represent that it is accurate and complete. This presentation contains forward-looking statements. Forward-looking statements include, but are not limited to assumptions, projections, opinions and models. Any forward-looking statements expressed constitute the author s judgment as of the date of this material. Forward-looking statements involve significant elements of subjective judgment and analysis, and changes thereto and/or consideration of different or additional factors could have a material impact on the results indicated. Therefore actual results may vary, perhaps materially, from the results contained herein. No representation or warranty is made by MMG Trust as to the reasonableness or completeness of such forward-looking statements or to any other information contained herein. Furthermore, MMG Trust undertakes no obligation to update, modify or amend this presentation or otherwise notify a reader in the event that any information, opinion, projection, forecast or estimate set forth herein changes or subsequently becomes inaccurate. Access to this type of information, commentaries and opinions may be subject to legal and/or regulatory restrictions in certain countries, in which users are domiciled or resident or of which they are citizens. Neither this presentation and/or services provided herein are intended to advertise, offer or otherwise solicit the use of the services of MMG Trust. The information contained in this presentation is confidential and may not be reproduced or used or distributed in whole or in part without prior written consent by MMG Trust. Copyright 2014 MMG Trust (Switzerland) Ltd / Leo Trustees LLC MMG ZURICH A MEMBER OF THE MORGAN & MORGAN GROUP Löwenstrasse Zurich Switzerland T F info@mmg-zurich.com MORGAN & MORGAN GROUP Beijing Belize Bogota Geneva Guayaquil Hong Kong London Lugano Luxembourg Nassau (The Bahamas) Nicosia Panama Piraeus Quito Road Town (BVI) Shanghai Singapore Tel Aviv Zurich

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