【Asset Risk Isolation Trust: Safeguarding Wealth for Stability and Succession】

News Asset Risk Isolation Trust: Safeguarding Wealth for Stability and Succession A private entrepreneur has been managing a sizable manufacturing enterprise for many years. With keen business acumen and strong management skills, he has successfully established the company in the industry and achieved outstanding results. Over time, he has accumulated considerable personal wealth, including company […]
【Offshore Asset Allocation Trust: Expanding Wealth and Risk Mitigation from a Global Perspective】

News Offshore Asset Allocation Trust: Expanding Wealth and Risk Mitigation from a Global Perspective Ms. Wu is an experienced investor who has spent years navigating the domestic investment landscape. With her keen investment acumen and decisive decision-making, she has achieved remarkable success. However, as global economic integration accelerates, she has keenly realized that relying solely […]
【Business Succession Trust: Ensuring Long-Term Prosperity】

News Business Succession Trust: Ensuring Long-Term Prosperity Mr. Lin is an entrepreneur who hopes to smoothly pass his business to the next generation while avoiding potential risks such as business fragmentation or operational instability due to inheritance disputes. To achieve this, he decides to establish a Business Succession Trust. After thorough discussions with a professional […]
【Charitable Trust: The Perfect Combination of Wealth and Benevolence】

News Charitable Trust: The Perfect Combination of Wealth and Benevolence Mr. Sun is an intellectual passionate about public welfare.He hopes to allocate part of his wealth to support charitable projects in education, healthcare, and environmental protection while ensuring transparency and efficiency in the use of funds. To achieve this, he decides to establish a charitable […]
【Overseas Asset Allocation: Broadening Wealth Perspectives and Diversifying Investment Risks】

News Overseas Asset Allocation: Broadening Wealth Perspectives and Diversifying Investment Risks Mr. Chen, a seasoned investment expert, has achieved notable success in domestic investment markets. However, with the growing integration of the global economy, he realized that limiting investments to the domestic market could lead to issues such as a lack of diversification and concentrated […]
【Safeguarding Your Child’s Path to Studying Abroad】

News Safeguarding Your Child’s Path to Studying Abroad Ms. Fung and her husband, both ordinary working professionals, have always hoped their child could receive a high-quality international education to broaden their horizons and enhance their future competitiveness. Their child is an excellent student with plans to study abroad. However, considering the high costs of studying […]
【Insurance Trust: A Forward-Thinking Wealth Protection Plan for Your Family】

News Insurance Trust: A Forward-Thinking Wealth Protection Plan for Your Family Mr. Sun, the breadwinner of his family and owner of a mid-sized business, has increasingly recognized the importance of providing long-term financial security for his loved ones as he grows older and faces mounting family responsibilities. Considering the inherent risks in business operations, he […]
【 Building a Fortress of Wealth for Steady Growth】

News Building a Fortress of Wealth for Steady Growth Mr. Wong, a high-net-worth individual, has diversified assets spanning various domains, including real estate, stocks, and corporate equity.In recent years, due to changes in market conditions and family circumstances, he has become increasingly aware of the potential risks facing his assets. These risks include: Market fluctuations […]
【Tax-Planning Trust — A Wise Choice for Legal Tax Optimization and Protecting Family Wealth】

News Tax-Planning Trust — A Wise Choice for Legal Tax Optimization and Protecting Family Wealth Mr. Sun, an entrepreneur whose business has grown significantly in scale and accumulated substantial wealth, faces increasing tax burdens as his wealth grows. These include higher corporate income tax, personal income tax, and the potential future burden of estate taxes. […]
【Overseas Asset Allocation Trust — A Wealth Growth and Risk Diversification Engine with a Global Perspective】

News Overseas Asset Allocation Trust — A Wealth Growth and Risk Diversification Engine with a Global Perspective Mr. Qian is an experienced investor with a well-established track record in domestic asset allocation. However, he realized that in the context of global economic integration, limiting investments to the domestic market might lead to missed opportunities and […]