Avoid public probate procedures
Reduce the risk of family disputes
Pass on wealth efficiently and confidently
Avoid being squandered by poor family members
Protect assets from unreasonable claims, bankruptcy and divorce proceedings
Choose the beneficiary at will
The time and conditions for asset allocation are flexible
Plus extra confidentiality
Secure wealth in a legal, secure and private structure
integrate assets into a robust legal framework
Integration of different asset classes
Different investment strategies can be chosen
Management of assets by principal or authorized person
For the present and the end of family and love To provide financial support
Settlor: the person who establishes a trust through a written declaration of trust can transfer the initial assets into the trust.
Trustee: an individual or company that holds and manages property or assets for the benefit of a third party.
Beneficiary: an individual or group that has the beneficial right to the trust in the trust.
Trust: a trust is a binding legal relationship, which is established by the trustor before his death. The trustor entrusts his designated personal assets to the trustee for the benefit of the beneficiary or for a specific purpose (such as charitable use).
Trust assets: trust assets refer to various assets managed by the trustee according to the requirements of trust documents, including financial assets, life insurance policies, real estate, etc.
Trust deed: legal document signed by the trustor and the trustee on matters related to the establishment of the trust. The trustee is responsible for holding and managing the trust assets in accordance with the terms specified in the trust deed. The rights of the beneficiary are also listed in the trust contract.
Deed of gift: a legal document signed by the donor to unconditionally transfer the designated assets to the donee.
Letter of wishes: written guidance provided by the trustor to the trustee on how to operate and manage the trust.
Wealth inheritance and inheritance planning, asset preservation and integration, financial management and protection, reasonable tax avoidance and legal confidentiality
For high-end customers, we can set up family office, insurance and trust planning at the same time
First consultation → preparation of trust scheme → signing of power of attorney → background investigation → preparation of trust documents → signing of trust documents → opening of private account → injection of funds from S $5 million→ establishment of trust