【Overseas Asset Allocation and Immigration Trust】

Mr. Zhao, a successful domestic entrepreneur in international trade, has accumulated substantial wealth over the years, including extensive domestic real estate, corporate equity, and overseas investments in financial assets and commercial properties. As domestic market competition intensifies and the international economic landscape shifts, he plans to immigrate to a country with favorable tax policies, a stable business environment, and excellent educational resources. Simultaneously, he aims to rationally allocate his overseas assets to ensure asset preservation, value appreciation, tax optimization, and smooth succession to the next generation, while safeguarding the secure transfer of assets and stability of his family’s life during the immigration process.

Comprehensive Asset Review and Trust Structure Design

Mr. Zhao first conducted a thorough review of all his assets, determining the scale and types of assets suitable for overseas allocation. Based on his immigration destination and asset planning goals, the trust institution designed a multi-tiered overseas immigration trust structure in several renowned offshore financial centers, such as the Cayman Islands and Singapore.

International Tax Planning and Asset Optimization

The trust institution's international tax advisory team extensively analyzed the tax policies of Mr. Zhao's immigration destination and the jurisdictions of his assets. They developed a comprehensive international tax planning strategy:

• During the asset injection phase, they utilized appropriate ownership transfer arrangements and tax declaration strategies to avoid wealth losses caused by tax issues during asset transfer.
• Throughout the trust's operation, they optimized the management of asset income distribution and tax declarations by leveraging tax treaties and preferential policies between countries.

Comprehensive Support for Overseas Living and Education

The trust institution provided Mr. Zhao and his family members with extensive support for overseas living and education. A dedicated team of immigration consultants assisted with preparing documents, completing application forms, tracking application progress, and liaising with immigration authorities to ensure smooth approval of immigration applications.

Achieving Overseas Wealth Planning and a New Chapter for the Family

By establishing a family trust, Mr. Zhao successfully implemented his overseas wealth planning and secured a new beginning for his family.

• Diversified Asset Allocation: A well-structured overseas wealth management system was created, reducing market risks, enhancing the overall resilience of assets, and improving investment returns. This ensured steady value growth for family wealth amidst international market fluctuations.
• Professional International Tax Planning: This significantly reduced the tax burden during the holding, operation, and succession of overseas assets, minimized potential tax risks, and maximized the retention of family wealth, providing robust support for its long-term accumulation and inheritance.
• Seamless Transition for Family Members: Comprehensive overseas living and education support enabled a smooth immigration process and stable transition for Mr. Zhao's family. From handling immigration procedures and securing living arrangements to meticulous education planning for his children, the trust ensured that the family quickly adapted to their new environment and confidently embarked on a new chapter of overseas life.

With this foundation, Mr. Zhao has laid the groundwork for his family’s long-term development abroad, ensuring the sustainable growth and preservation of family wealth across generations.