Trust and Wealth Inheritance

Our comprehensive services include:

Professional Trust Structure Planning: In-depth analysis of your personal circumstances and financial goals to recommend and design the most suitable trust structure and legal jurisdiction, ensuring compliance.

Establishment and Management of Various Trust Types: Specializing in setting up various types of offshore trusts to meet diverse client needs:

      · Discretionary Trusts: Offer high flexibility and asset protection.

      · Reserved Powers Trusts: Allow the settlor to retain specific powers after the trust is established.

      · Will Trusts: Ensure your testamentary wishes are executed precisely for smooth wealth succession.

      · Charitable Trusts: Realize your philanthropic vision and create lasting social impact.

Trustee Services: Manage trust assets strictly in accordance with the trust deed to protect the interests of the beneficiaries.

Integrated Investment Management Coordination:

      · Coordinate investment needs and provide comprehensive investment management support.

      · Strategic Planning & Advisor Appointment: Assist in appointing the most suitable investment advisors based on trust objectives.

      · Decision Execution & Guidance: Provide clear guidance to investment managers and effectively execute investment decisions.

      · Ongoing Monitoring & Evaluation: Establish robust monitoring mechanisms and regularly evaluate investment decisions.

Seamless Professional Collaboration Network: We liaise with all relevant parties, including banks, clients, beneficiaries, company secretaries, brokers, lawyers, accountants, and tax advisors to ensure smooth communication.

We provide the following trust services for Employee Share Incentive Plans:

      · Continuous monitoring of employee share and option entitlements.

      · Assist employees with the purchase and disposal of share entitlements.

      · Custody of employee share entitlements, ensuring secure management.

      · Provide detailed entitlement reports to employers and employees regularly.

Our professional services cover the following aspects:

Strategic Structure Design & Tax Planning: Recommend optimal legal entity structures (e.g. Single Family Office or Multi-Family Office) and design the framework in conjunction with the latest tax regulations in key jurisdictions like Hong Kong and Singapore, ensuring compliance while enhancing overall tax efficiency.

End-to-End Establishment & Registration Services: We facilitate the registration and establishment of family offices (including management companies and investment companies) in popular jurisdictions such as Hong Kong or Singapore.

Comprehensive Ongoing Maintenance Support:

      · Administration: Provide back-office support such as company secretarial services, bookkeeping, and financial reporting.

      · Compliance Monitoring: Assist with ongoing compliance reviews to ensure the family office operates in accordance with local laws and regulations.

Visa Service Support: Provide work visa application services for family office personnel.

Our core services include:

PTC Establishment & Structure Design: We provide PTC establishment and management services for clients in the following jurisdictions:

      · Cayman Islands

      · Guernsey

      · British Virgin Islands (BVI)

      · Hong Kong

Assistance in Establishing a Purpose Trust to hold the shares of the PTC.

We act as an independent professional escrow agent, providing rigorous and compliant escrow services.

Our core escrow service areas:

M&A Escrow: Funds are only released according to instructions after all pre-agreed conditions (such as due diligence, regulatory approvals, completion of asset transfer, etc.) are fully met. This provides security for both buyers and sellers.

Trade Escrow: Safeguard the transaction interests of both buyers and sellers.

Safekeeping of Important Documents & Deeds: Provide professional custodial services to safeguard your core documents.