Cross-border accounts, local wisdom
Use offshore trusts to effectively manage assets
2024/8/22 Thu.
Tange Hotel Taichung (No. 525, Dadun Road, Nantun District, Taichung City)
Advantages of offshore trusts
Customization, understand you better
Exclusive trust box
- International trust, following international regulations, safe and guaranteed。
- Customized trust deed, applying maritime law to protect assets。
- Global consumer credit card, safe to use anytime, anywhere。
- Professional tax legal consulting, efficient and comprehensive planning。
- Full asset allocation: cryptocurrencies, fiat currencies, real estate, etc.。
- Diversified asset management: real estate, art, equity, debt, etc.。
- Flexible transfer of funds, easy transfer to credit card consumption。
- Trusts are transferable, avoiding the cumbersome procedures and taxes associated with inheritance。
- Current price mortgage, flexible loan。
Asia Pacific Insurance Leader
Timeless International Family Office
Timeless International Family Office
Taiwan Vice President Mr. Chen Weiren
- Vice President of Timeless International Family Office
- Founder of winnersfo.com, winner business school
- Taipei City Zhicheng Lions Club 2022-23 President
- Foreign Bank VIP Financial Management Manager
- Cross-Strait Insurance Operations Supervisor Suzhou-Kunshan
- MDRT Member of the United States
Case Sharing
Entrepreneur Ms. Li
- Tax status: Taiwan
- Family background: 40 years old, divorced single parent with a 10-year-old daughter
- Motive: Her dependent daughter is the most important thing in her life. She has a hidden worry in her heart. If she has an unfortunate accident, how will her huge property be managed? Will the daughter's legal guardian, her biological father, be placed in custody? If so, it will be Ms. Li's biggest regret and worry.
- Asset types: Taiwan dollars exceeding NT$100 million and domestic and overseas real estate
solution
- In order to escape the restrictions of Taiwanese law, offshore trusts are used as planning tools. Ms. Li serves as the trust trustee and sets up the beneficiary during her lifetime as Ms. Li and the beneficiary after her death as her daughter.
- The real estate in Taiwan was handed over to a domestic trust, with Ms. Li's brother as the trustee, and a self-benefit trust was established with Ms. Li as the beneficiary. Once something unfortunate happened, Brother Li would manage and collect rent from the real estate, and hand over the proceeds to his daughter as the beneficiary. As a source of living and tuition fees
- Pay premiums through trust contracts to ensure that the insurance contract can be paid in full smoothly and provide medical and savings protection.
- 離岸信託能提供安全穩定的投資選擇，提供每年穩定的現金流，支應李女士及女兒，現在及未來的生活花費
Share content
- Current market difficulties and opportunities
- The era of trust is coming
- Unique advantages of offshore trust accounts
- Application Scenario-Insurance Trust
information
- 【Date】2024/8/22
- 【Time】 14:00~16:00 (admission opens at 13:30)
- 【Location】 Tange Hotel Taichung (No. 525, Dadun Road, Nantun District, Taichung City)
