Important considerations when investing
At Meijburg & Co we have broad experience with setting up family investment companies and trusts. We also advise on pension plans and estate planning. And we’re keen to discuss how you can ensure continuity for your employees and the right way to make a social impact. We are experts in setting up and managing family trusts and helping next generations to responsibly manage inherited capital. We can also help them with their tax position.
Investing with a social impact
In the current business climate, corporate social responsibility has become an essential part of the strategy of many family businesses. But how do you combine investment and having a social impact? And which role do UBOs (Ultimate Beneficial Owners) play in this?
What is an UBO?
An Ultimate Beneficial Owner (UBO) is the ultimate beneficial owner of a business. In the context of family businesses, it’s important to know who the UBOs are, given that they can influence strategic decisions, including investments with a social impact.
Why are UBOs important?
UBOs play a crucial role in the transparency and governance of a family business. They’re responsible for being compliant with legislation and regulations, which is essential when setting up socially responsible projects and making socially responsible investments. Identifying and registering UBOs is a legal obligation that contributes to the integrity and sustainability of your business.
Need tax advice for sustainable projects?
Need tax or legal advice for sustainable projects within your family business? Meijburg & Co offers customized solutions to suit your family. The specialists at Meijburg & Co are ready to discuss the various possibilities with you. We have years of experience with setting up charitable trusts and obtaining and retaining the ANBI (public benefit organization) status. For more information please contact one of our specialists.
News
What role do UBOs play in the investment process of a family business?
UBOs, or Ultimate Beneficial Owners, can exert influence on the strategic decisions taken within the family business, including investments. They’re essential for the transparency and governance of the business and must comply with statutory obligations. This is crucial when setting up corporate socially responsible projects.
How can a family business integrate corporate social responsibility (CSR) into their investment strategy?
CSR can be integrated by investing in projects that not only provide financial returns, but also have a positive social and environmental impact. Our specialists can help you identify investment opportunities that align with your CSR objectives.
What are the tax benefits of social impact investments?
Social impact investments can offer tax benefits, such as tax deductions for donations to charities or investments in sustainable projects. Our specialists can advise you on the best tax strategies for utilizing these benefits.
