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Is my investment with Syfe subject to estate tax?

Syfe invests your funds through an omnibus account held under a separate legal entity. Based on our understanding, this indirect method of holding investments should generally not be subject to U.S. estate tax.

However, this information should not be taken as legal, tax, or financial advice, as Syfe is not licensed to provide such advice. Estate tax implications may vary based on individual circumstances.

For personalised guidance, we strongly recommend consulting your own independent tax or legal adviser before making any investment decisions.