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How do we handle asset protection and tax structures for non-married couples?

  • [Legal] If you have a lot of trust, you can use a single Holding Company that has divided ownership internally. If you want more division, you should use two separate Holding Companies.
  • [Tax] Each partner needs to file their own tax return and use their own tax strategies. You can both invest into a single Private Foundation and the bi-laws would determine the distribution or agreements and who retains control of the foundation if a divorce were to occur.