Syfe invests your funds through an omnibus account held by a separate legal entity. Based on our understanding, such indirect holding of investments should not be subject to U.S. estate tax. That said, this should not be relied upon as any form of legal, tax or financial advice as we are not qualified to do so. For this reason, we recommend that you consult your own independent advisers before proceeding with any transaction.
How can we help you invest better?
Syfe invests your funds through an omnibus account held by a separate legal entity. Based on our understanding, such indirect holding of investments should not be subject to U.S. estate tax. That said, this should not be relied upon as any form of legal, tax or financial advice as we are not qualified to do so. For this reason, we recommend that you consult your own independent advisers before proceeding with any transaction.
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