【Overseas Asset Allocation Trust – Expanding the Global Wealth Landscape】

Mr. Zhou is an entrepreneur whose company holds a significant market share domestically, accumulating substantial wealth. However, with his keen market insight, he has observed increasing competition and industry saturation in the domestic market. Relying solely on domestic assets poses high risks. Additionally, considering that his children may pursue education, life, and career opportunities abroad, he aims to diversify his family's wealth, mitigate risks, and secure his children's future. To achieve this, he decided to establish an Overseas Asset Allocation Trust.

He collaborated with a trust institution specializing in overseas asset allocation. The institution conducted a comprehensive evaluation of his financial status, risk tolerance, investment goals, and long-term family plans. Based on this assessment, they formulated a detailed and personalized overseas asset allocation trust plan. Mr. Zhou allocated RMB 50 million into the trust, diversifying his assets across multiple categories, including overseas real estate, stocks, funds, and bonds.

Strategic Asset Allocation

• Real Estate Investments: After rigorous market research, the trust institution identified premium real estate projects in Sydney, Australia, and Los Angeles, USA.
  • Sydney, as Australia’s economic and educational hub, boasts a strong demand for real estate with high stability.
  • Los Angeles, with its dominance in entertainment and technology industries, presents significant property appreciation potential.
• Stock Investments: The trust focuses on technology stocks listed on the NASDAQ and blue-chip stocks in Europe's mature markets.
• Fund Investments: The trust includes private equity funds targeting high-growth emerging markets and ETFs tracking major global indices.
• Bond Investments: To balance risk, the trust allocates a portion of its assets to European government bonds and bonds from internationally renowned corporations.

A Global Approach to Wealth Management and Inheritance

By establishing a family trust, Mr. Zhou has achieved a global wealth strategy that ensures stable inheritance for future generations.

From an asset allocation perspective, the trust implements a globally diversified portfolio, leveraging economic growth opportunities and asset characteristics in different countries and regions. This approach mitigates risks while pursuing asset appreciation, enhancing the family's resilience in an unpredictable global economy.

From a family inheritance perspective, the trust not only secures sufficient overseas development funds for his children but also ensures that wealth is transferred in accordance with his wishes through professional management and structured asset allocation. This safeguards the family’s long-term interests and prosperity.

Moreover, the trust broadens the international perspective of family members, cultivating their global investment awareness and wealth management skills, thereby injecting new vitality into the family's financial legacy.