【Cross-border planning, wealth inheritance from a global perspective】

Mr. Zhao is a successful entrepreneur with business operations in Asia, Europe and North America
With the in-depth development of the trend of globalization
He gradually realized that his wealth management and inheritance needed to transcend national boundaries.
Adopt a more comprehensive and forward-looking strategy
So he decided to set up a cross-border trust
To achieve global wealth planning, protection and inheritance
He worked with a trust institution with extensive cross-border trust management experience and global network coverage
Together they developed a detailed cross-border trust plan that covers his assets in different countries and regions.
It also fully considers the differences in tax laws, inheritance laws and regulatory policies of various countries.
Ensure the legality and validity of the trust
During the trust establishment process, Mr. Zhao particularly emphasized the security and privacy protection of assets.
Trust organizations set up multiple firewalls and encryption technologies
Ensure the information security of trust assets and prevent information leakage and illegal intrusion
At the same time, Mr. Zhao also appointed a number of overseas trustees
Distributed across different jurisdictions to enhance the trust’s flexibility and risk resistance
How Mr. Zhao used the establishment of [Family Trust] to achieve unified management and planning of global assets
1. Through reasonable tax planning, reduce the tax burden and achieve the preservation and appreciation of wealth.
2. Provide family members with comprehensive support and guarantees such as cross-border education and medical care.
3. Establish closer connections among family members and promote the inheritance and development of family culture