【Ordinary Family Child Education Trust: Using Planning to Safeguard a Child’s Future】
News Ordinary Family Child Education Trust: Using Planning to Safeguard a Child’s Future Mr. and Mrs. Chen are a dual-income couple living in the city. Their combined monthly income is about 15,000 yuan. After paying the mortgage and daily expenses, they manage to save a small amount. The couple has a 5-year-old daughter and places […]
【Entrepreneurial Support Trust for Children: A Catalyst for Igniting Their Start-up Dreams】
News Entrepreneurial Support Trust for Children: A Catalyst for Igniting Their Start-up Dreams Mr. Chien, a successful entrepreneur, has a son who is passionate about emerging technologies and plans to start his own business. However, Mr. Chien is well aware of the high risks involved in entrepreneurship and is concerned that providing direct financial support […]
【Family Business Shareholding Succession Trust: The Stabilizing Anchor in Business Legacy Succession】
News Family Business Shareholding Succession Trust: The Stabilizing Anchor in Business Legacy Succession Mr. Cheung runs a long-established manufacturing business that has been developed over three generations and holds a significant position in the industry.As the second-generation patriarch, Chairman Cheung, grows older, the succession of shareholding in the family business has become an urgent issue.With […]
【Cross-Border Asset Allocation Trust: Global Strategy, Risk Diversification】
News Cross-Border Asset Allocation Trust: Global Strategy, Risk Diversification Ms. Zhou is an entrepreneur engaged in international trade, frequently interacting with overseas markets.She has a certain understanding of the global economic landscape and investment opportunities.She realized that investing in a single market poses higher risks, and hoped to achieve a diversified layout of family wealth […]
【Tax Optimization Trust: Strategic Planning to Reduce Tax Burden】
News Tax Optimization Trust: Strategic Planning to Reduce Tax Burden Mr. Ji is a major shareholder of a publicly listed company, holding a large volume of company shares.He also owns multiple real estate properties and financial assets.Each year, he faces substantial tax expenses related to business operations, asset transactions, and wealth succession.With increasingly stringent tax […]
【Asset Appreciation Trust: A Wealth Growth Tool for High-Net-Worth Individuals】
News Asset Appreciation Trust: A Wealth Growth Tool for High-Net-Worth Individuals Ms. Li is a high-net-worth individual who possesses a large amount of idle funds.But she has limited understanding of the investment market and lacks professional investment knowledge and experience.At the same time, she hopes her assets can achieve stable appreciation,laying a solid foundation for […]
【Asset Protection Trust: A “Safe Harbor” for Entrepreneurs’ Wealth】
News Asset Protection Trust: A “Safe Harbor” for Entrepreneurs’ Wealth Mr. Liu is the owner of a construction engineering company and has been working in the industry for many years. As the business continues to expand, the construction industry faces many uncertainties, such as long project payment cycles, large fluctuations in raw material prices, and […]
【Education Protection Trust for Children】
News Education Protection Trust for Children Case Study: Children’s Education Trust — Securing Growth Through Structured Incentives Mr. Wang, a senior corporate executive, has a son in high school and a daughter about to graduate from university.Concerned about their lack of financial planning skills and eager to motivate them to be proactive, he established a […]
【Succession Trust for Micro and Small Enterprises】
News Succession Trust for Micro and Small Enterprises Case Study: Business Succession Trust for a Micro Enterprise Mr. Chen operates a food processing factory with an annual revenue of NT$50 million.His 28-year-old son lacks management experience, presenting a challenge in business succession.To address this, Mr. Chen placed 60% of the company’s shares into a trust […]
【Orderly Succession of Virtual Assets】
News Orderly Succession of Virtual Assets Mr. Zhang’s Digital Empire Mr. Zhang is a leading figure among the new generation of online writers. His sci-fi novel series has amassed over a million fans across major platforms, generating over $2 million in annual copyright revenue. Beyond traditional royalty earnings, he also holds approximately $500,000 worth of […]
