100+ countries info-sharing
CaymanMulti
Cayman 100+ countries info-sharing
Source: AIMA
10700 SFOs by 2030 forecast
IndustryLong
SFOs projected ~10700 by 2030
Source: RoyalGazette
1200-1300 licensed insurance
BermudaLong
Bermuda 1200-1300 licensed insurance entities
Source: RoyalGazette
13008 mutual funds Mar 2026
CaymanLong
Cayman 13008 mutual funds CIMA Mar 2026
Source: Damalion
17910 private funds Mar 2026
CaymanLong
Cayman 17910 private funds CIMA Mar 2026
Source: Damalion
40763 active ELPs 2024
CaymanLong
Cayman 40763 active ELPs 2024
Source: Damalion
650+ captives
BermudaLong
Bermuda 650+ captives existing
Source: RoyalGazette
67 fund administrators
CaymanMulti
Cayman 67 fund administrators 2026
Source: Damalion
831(b) micro-captive
CaptiveMulti
831(b) micro-captive US tax election $2.85M
Source: encyclopedia
ADGM family office
UAELong
ADGM Abu Dhabi family office
Source: encyclopedia
AUM +$2.3T to $5.4T 2030
IndustryLong
SFO AUM +$2.3T to $5.4T 2030
Source: Cayman
Aircraft yacht oversight
ServicesMulti
FO aircraft yacht oversight
Source: Conyers
Approved fund BVI lighter
BVIMulti
BVI approved fund lighter regulation
Source: Harneys
BMA primary regulator
BermudaMulti
Bermuda Monetary Authority BMA
Source: encyclopedia
Banking secrecy strict 1934
SwitzerlandMulti
Swiss banking secrecy 1934 weakened
Source: encyclopedia
Bespoke risks fine art
CaptiveLong
Captive bespoke risks fine art collectibles
Source: RoyalGazette
CIMA primary regulator
CaymanMulti
Cayman Islands Monetary Authority CIMA
Source: encyclopedia
CLT charitable lead trust
TrustLong
CLT charitable lead trust giving
Source: encyclopedia
CRS+FATCA reporting
CaymanMulti
Cayman CRS + FATCA automatic reporting
Source: AIMA
CRT charitable remainder
TrustLong
CRT charitable remainder trust income
Source: encyclopedia
Captive private wealth growing
BermudaLong
Bermuda private-wealth captives major niche
Source: RoyalGazette
Cell captive segregated
CaptiveMulti
Cell captive (PCC/SAC) segregated
Source: encyclopedia
Concierge lifestyle
ServicesMulti
FO concierge + lifestyle services
Source: encyclopedia
Constitution + governance
StrategyLong
Family constitution + governance
Source: encyclopedia
Cook Islands APT
LLC/LPMulti
Cook Islands Asset Protection Trust strict
Source: encyclopedia
Curacao private foundation
TrustMulti
Curaçao Stichting Particulier Fonds
Source: encyclopedia
DIFC family office hub
UAELong
DIFC Dubai family office hub
Source: encyclopedia
Discretionary trust default
TrustLong
Discretionary trust common default
Source: encyclopedia
Dubai golden visa 10yr
UAELong
Dubai golden visa 10yr UHNWI residency
Source: encyclopedia
Dynasty trust generations
TrustLong
Dynasty trust multiple generations
Source: encyclopedia
ELP exempted limited partnership
CaymanLong
Cayman ELP exempted limited partnership PE
Source: Damalion
Economic substance reqs
SubstanceMulti
Economic substance requirements EU/OECD
Source: encyclopedia
Education trust next-gen
StrategyLong
Education trust next-gen wealth literacy
Source: encyclopedia
Education+next-gen
ServicesLong
Education + next-gen wealth transition
Source: encyclopedia
Embedded family office
TypesMulti
Embedded family office in operating co
Source: encyclopedia
Endowment-style allocation
StrategyLong
Endowment-style FO 60-80% alts
Source: encyclopedia
Estate succession planning
ServicesLong
FO estate succession planning
Source: encyclopedia
FO wealth $3.3T → $9.5T 2030
IndustryLong
FO wealth $3.3T 2019 → $9.5T 2030
Source: RoyalGazette
FSC primary regulator
BVIMulti
BVI Financial Services Commission FSC
Source: encyclopedia
Family council board
StrategyLong
Family council board governance
Source: encyclopedia
Foundation alternative private
TrustMulti
Private foundation alternative to trust
Source: encyclopedia
GRAT grantor retained annuity
TrustLong
GRAT grantor retained annuity trust freeze
Source: encyclopedia
Generational wealth transfer
StrategyLong
Generational wealth transfer planning
Source: encyclopedia
Group captive multi-owner
CaptiveMulti
Group captive multiple unrelated owners
Source: encyclopedia
HKMA family office unit
HKMulti
HKMA family office investment hub unit
Source: encyclopedia
Hong Kong family office hub
HKLong
HK family office hub Greater Bay
Source: encyclopedia
IDGT intentionally defective
TrustLong
IDGT intentionally defective grantor trust
Source: encyclopedia
IRS 831(b) Notice 2016-66
CaptiveShort
IRS 831(b) Notice 2016-66 transaction of interest
Source: encyclopedia
Incubator fund BVI
BVIMulti
BVI incubator fund start-up FO friendly
Source: Harneys
Investment income on premiums
CaptiveLong
Captive premiums invested for returns
Source: Cayman
Investment management
ServicesLong
FO investment management core service
Source: encyclopedia
Investment policy statement
StrategyLong
IPS Investment Policy Statement key
Source: encyclopedia
Ireland ILP
OtherLong
Ireland ILP Investment Limited Partnership
Source: encyclopedia
Isle of Man wealth
OtherMulti
Isle of Man UK trust + insurance
Source: encyclopedia
Jersey + Guernsey
OtherMulti
Jersey + Guernsey Channel Islands
Source: encyclopedia
Liechtenstein foundation
TrustMulti
Liechtenstein foundation civil-law
Source: encyclopedia
Luxembourg SCSp
OtherLong
Luxembourg SCSp special partnership
Source: encyclopedia
MAS regulator
SingaporeMulti
Singapore MAS Monetary Authority of Singapore
Source: encyclopedia
Marine cargo shipping family
CaptiveLong
Captive marine cargo shipping family business
Source: Cayman
Multi-Family Office MFO
TypesMulti
Multi-Family Office MFO shared mgmt
Source: encyclopedia
Nevada asset protection
LLC/LPMulti
Nevada asset protection trust + LLC
Source: encyclopedia
Nevis offshore APT
LLC/LPMulti
Nevis offshore Asset Protection Trust
Source: encyclopedia
No direct taxes UHNW
CaymanLong
Cayman no income/CGT/inheritance tax
Source: AIMA
Open-ended fund company OFC
HKLong
HK Open-ended Fund Company OFC
Source: encyclopedia
Panama foundation
TrustMulti
Panama Private Interest Foundation
Source: encyclopedia
Philanthropy giving
ServicesLong
FO philanthropy + giving structures
Source: encyclopedia
Pillar 2 OECD GloBE 15%
SubstanceMulti
OECD Pillar 2 GloBE 15% min tax
Source: encyclopedia
Private Funds Act 2020
CaymanMulti
Cayman Private Funds Act 2020 closed-ended
Source: AIMA
Private funds +36% 2020-25
CaymanLong
Cayman private funds +36% 2020-25
Source: AIMA
Private vs public registers
SubstanceMulti
Private vs public UBO registers debate
Source: encyclopedia
Pure captive single owner
CaptiveLong
Pure captive single parent ownership
Source: encyclopedia
Purpose trust non-charity
TrustLong
Purpose trust non-charitable purpose
Source: encyclopedia
QPRT qualified personal residence
TrustLong
QPRT qualified personal residence trust
Source: encyclopedia
RRG risk retention group
CaptiveMulti
RRG Risk Retention Group US
Source: encyclopedia
Real estate management
ServicesLong
FO real estate management
Source: encyclopedia
Reinsurance hub global
BermudaLong
Bermuda reinsurance hub global ILS
Source: encyclopedia
Reserved-powers trust
TrustLong
Reserved-powers trust grantor influence
Source: Harneys
Risk + insurance mgmt
ServicesLong
FO risk + insurance management
Source: encyclopedia
SFO +31% past 5 years
IndustryLong
SFO count +31% past 5 years
Source: Cayman
SFO +33% by 2030
IndustryLong
SFO +33% by 2030 forecast
Source: Cayman
SFOs >8000 in 2024
IndustryLong
Single Family Offices >8000 in 2024
Source: RoyalGazette
SIF single investor fund
CaymanMulti
Cayman SIF single investor fund FO friendly
Source: Damalion
SLAT spousal lifetime access
TrustLong
SLAT spousal lifetime access trust
Source: encyclopedia
SPC ring-fenced segregated
CaymanLong
Cayman Segregated Portfolio Company SPC
Source: AIMA
STAR trust bespoke purpose
CaymanLong
Cayman STAR trust bespoke purpose powerful
Source: Harneys
Self-insure cost reduction
CaptiveLong
Captive self-insure premium cost reduction
Source: Cayman
Singapore S13O/13U fund tax
SingaporeLong
Singapore Section 13O/13U FO tax incentive
Source: encyclopedia
Single Family Office SFO
TypesLong
Single Family Office SFO ultra-bespoke
Source: encyclopedia
Solvency II equivalent
BermudaMulti
Bermuda Solvency II equivalence EU
Source: encyclopedia
South Dakota DAPT
LLC/LPLong
South Dakota Dynasty Asset Protection Trust
Source: encyclopedia
Swiss tax ruling forfait
SwitzerlandMulti
Swiss lump-sum tax forfait UHNWI
Source: encyclopedia
Tax planning structure
ServicesLong
FO tax planning + structure design
Source: encyclopedia
UBO beneficial ownership
SubstanceMulti
UBO beneficial ownership disclosure global
Source: encyclopedia
US Delaware LLC popular
LLC/LPLong
Delaware LLC popular for FOs holding
Source: encyclopedia
Underwriting profit retain
CaptiveLong
Captive underwriting profits retained in family
Source: Cayman
Up from 6000 in 2019
IndustryLong
Up from just over 6000 in 2019
Source: RoyalGazette
VCC Variable Capital Company
SingaporeLong
Singapore VCC Variable Capital Company
Source: encyclopedia
VISTA trust BVI
BVILong
BVI VISTA Virgin Islands Special Trust
Source: Harneys
Virtual family office
TypesMulti
Virtual family office outsourced
Source: encyclopedia
Wyoming Trust + LLC
LLC/LPMulti
Wyoming Trust + LLC popular
Source: encyclopedia
An encyclopedia of publicly documented strategies for education. YCAI does not recommend, endorse, or trade any of these. Not investment advice.