The Share Initiative for Individuals
The Share Initiative is specifically designed for high-income individuals seeking an immediate reduction in income tax payable. Utilizing a unique, structured flow-through share transaction, we can provide the tax benefits of flow-through shares without subjecting the participant to price risk on the underlying shares
Before a client commits to a particular transaction, we arrange for a liquidity provider – typically, an institutional investor that wants to own the shares – to purchase the shares at a predetermined price. The buy and sell take place on the same day, thereby eliminating the two biggest risks inherent in this type of transaction – price volatility and the liquidity constraint.