Have you ever thought of creating an investment which helps you in securely transfer of funds to your next generation after you. Without any creditor or arbitrary seize of future which you never know.
Building a Trust requires lot of money and then managing it is also a task. Here we have a proposal for even not so wealthy but extremely cautious individuals who want to safe guard their Investments.
- Protect your investment from Civil laws of the home country
- from Creditors like bank loan and other financial institution
- contesting between your own family members
- freezing of assets after your death by Government (eg: UAE etc)
We help you managing mutual fund investments across globe in to single platform which is under a Master Trust.
- · It enables to you to transfer the assets to your beneficiary after your death
- · It eliminates disputes between the beneficiary after your death
- · At a Zero cost you have Trust structure made in built with the platform
This platform is based on Bermuda trusts, which offer the advantages of regular trusts but at significantly less cost and they are relatively quick and straightforward to establish. By participating in a Bermuda trust, investors are provided with financial security and wealth transfer flexibility.
The Bermuda trust structure offered through NorthStar’s investment products provides investors with the following benefits:
- · Trust income is not subject to Bermuda tax
- · Enables the investor to designate beneficiaries with proceeds paid directly to them on death
- · Segregated account protection, which segregates the assets in the trust from the general creditors of NorthStar
- · Enhanced protection of trust assets from creditors and from arbitrary seizure
Product on offer:
Global VIP Strategy
- · Bermuda trust structure
- · Selection of withdrawal charge period options
- · Access to leading fund managers
- · Ability to make additional investments
- · Broad range of asset classes including international equity, hedge fund, fixed income, money market and guaranteed interest options
- · Wealth transfer options
- · Access to funds through annual free withdrawal amount privileges
- · Ability to choose from five managed model portfolios at no additional cost
Purchase Payment Requirements
- · Minimum: US $50,000
- · Maximum: US $3,000,000
- · Subsequent Purchases: US $25,000
- · Maximum Age: Trust Participants: 80 years Designated Person: 75 year
- · India Focused Strategy (60% in India focused funds)
- · Global Equity (International MF’s)
- · Balanced Strategy (Equity and Debt Mix)
- · Fixed Income Global
Who Can Invest?
- · Indian NRI
- · Indian residents
- · Foreign Nationals from any country Pakistan, UAE, Singapore etc
Northstar’s variable products offer investors access to a broad selection of funds from a range of leading asset managers, with unlimited free transfers between underlying investment options. All Northstar products provide clients with a variety of commitment periods and segregated account protection, as well as the benefits of a Bermuda trust structure, which include financial security and enhanced wealth transfer flexibility. Working with an extensive range of distribution partners, Northstar has clients in over 100 countries.
For any assistance in getting clarity on above product please dial us @ UAE # +971 - 56 814 2369
We have extensive support in India also to reach clients as well .
For detailed presentation request please click here Download