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Trust Services - Family & Estate Planning


Many people work hard during their lifetime to accumulate wealth for their retirement and family needs as well as to provide for their loved ones when they are no longer around. Hence, it is very important to ensure proper estate planning to avoid long and painful probate proceedings, administrative costs and taxes.

Benefits of Trusts
- Avoidance of long and painful probate process
- Confidentiality and flexibility with regard to a family's financial affairs
- Asset protection
- Ensure smooth distribution of assets to beneficiaries with your wishes
- Mitigation of estate duty payable
- Continuity in management of assets

We, together with the solicitors, bankers/financial institutions and trustees, may provide services which include:

    Estate Planning Services
  • Working out appropriate structure to minimise exposure to estate duty in consideration of clients' objectives
  • Analysis of various options available
  • Establishment of Wills and Trusts via established law firms and professional Trustees in different jurisdictions
  • Co-ordination with professional Trustees for administration and management of trust assets
  • Establishment and administration of Trusts in appropriate offshore jurisdictions such as Marshall Islands, British Virgin Islands, Cayman Islands, Switzerland, Netherlands and Mauritius.
    Tax planning services
  • Tax Advice on the appropriate structure to minimise tax exposure through the use of offshore vehicles
  • Inheritance tax planning for the high net worth individuals to achieve tax minimisation
    On-going fund administration work with the professional Trustees
  • Preparing and presenting financial statements, such as NAV reports, valuation reports, ad hoc reports, on a regular basis, such as semi-annually
  • Liaising and co-ordinating with fund's auditors
  • Maintaining statutory, accounting and investment records
  • Consolidation of accounts

Our aim is to provide a comprehensive service to our clients in Hong Kong and offshore operations. If you find above helpful, please free to contact us.

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